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Investment Research

Title Junior Investment Analyst – Restructuring/Capital Structure Analysis (CFA Required)
Categories Alternative Investment Management, Investment Research
Location New York, NY
Job Information

Our boutique Family Office client is seeking to recruit a junior Investment Analyst (2-4 years of restructuring investment banking/consulting experience or forensic accounting experience) to analyze complex distressed and high-risk fixed income investment opportunities across various asset classes.  CFA designation is required.

Responsibilities:

  • Research and analyze complex distressed and high-risk fixed income investment opportunities across various asset classes
  • Actively participate in the investment recommendation process
  • Perform cash flow, balance sheet, P&L, capital structure and financial statement analysis
  • Review and analyze legal documentation
  • Work closely with the Senior Analyst and firm Partners to evaluated and recommend investment opportunities that deliver maximum performance results
  • Build relationships with key industry professionals to gain market knowledge and influence investment decisions
  • Research and analyze market trends, economic and financial market data

Requirements:

  • Bachelor’s Degree
  • CFA required (Level I, Level II or Level III)
  • 2-4 years of financial restructuring, capital structure analysis and/or forensic accounting experience at an investment bank, Big 4 consultancy or financial restructuring focused consulting firm
  • Ability and willingness to take on a leadership role
  • Demonstrated financial modeling skills, particularly DCF modeling
  • Ability to analyze financial statements and perform balance sheet and cash flow analysis
  • Advanced proficiency with Excel
  • Knowledge of US Bankruptcy Code preferred
  • Experience analyzing legal documents preferred
  • Self-starter with the ability to work with little supervision
  • Critical thinker with the ability synthesize key information
  • Mature, motivated and detail oriented with the ability to work autonomously
  • Highly effective communication skills with the ability to build relationships and influence others
  • Forensic accounting experience preferred
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