Senior FP&A Analyst

Associate, Investment Professional

Position Overview:

Our client is a leading financial services firm seeking a highly motivated and detail-oriented Associate, Investment Professional to join their dynamic team this Summer (2024) and are flexible in terms of start dates. You will play a key role in evaluating investment opportunities, conducting due diligence, structuring deals, and managing client relationships.

Key Responsibilities:

Deal Evaluation and Analysis:

· Evaluate potential investment opportunities by analyzing financial statements, industry trends, and market data.

· Conduct thorough due diligence, including assessing credit risk, market dynamics, and regulatory considerations.

· Develop financial models and perform sensitivity analyses to evaluate investment returns and risks.

· Building robust, flexible financial models to support deal underwriting and deal structuring efforts, as directed by deal team leads

Deal Structuring and Execution:

· Assist in structuring financing solutions tailored to the needs of middle-market companies.

· Collaborate with internal teams and external advisors to negotiate terms, documentation, and covenants.

· Coordinate the execution of transactions, ensuring compliance with legal and regulatory requirements.

Portfolio Management:

· Monitor the performance of existing investments, including financial performance, covenant compliance, and risk factors.

· Conduct periodic portfolio reviews and prepare reports for internal stakeholders and investors.

· Proactively identify and address potential issues or opportunities within the portfolio.

Client Relationship Management:

· Build and maintain strong relationships with clients, borrowers, and other stakeholders.

· Serve as a primary point of contact for client inquiries, reporting, and updates.

· Collaborate with the business development team to identify cross-selling opportunities and expand client relationships.

Research and Market Intelligence:

· Stay informed about industry trends, competitive landscape, and regulatory developments.

· Conduct research and analysis to support investment thesis development and strategic decision-making.

· Share insights and recommendations with the investment team and senior management.

Qualifications:

· Bachelor's degree in finance, economics, business, or a related field; MBA or CFA designation is a plus.

· 2+ years of experience in investment banking, private equity, credit analysis, or a related field.

· Strong modeling skills are a must.

· Strong analytical skills with proficiency in financial modeling and valuation techniques.

· Excellent communication and interpersonal skills, with the ability to interact effectively with clients and internal teams.

· Detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment.

· Knowledge of credit markets, debt instruments, and financial products.

· Proficiency in Microsoft Office Suite and financial software applications.

The Equus Group is an Equal Opportunity Employer and takes pride in maintaining a diverse environment. We do not discriminate in recruitment, hiring, training, promotion or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.