On an everyday basis, candidate will be analyzing investments for inclusion in the portfolio, assisting with valuation, working with a team of analysts and conducting meetings with managements of potential investments.

 - Developing Deal Models (cash flow modeling; returns analysis) and comps
 - Drafting commitment committee memos, deal and industry overviews
 - Due Diligence assistance
 - Deal documentation assistance
 - Ongoing monitoring of portfolio investments
 

Education/Previous Experience

Ideal candidates will come from a Financial Institutions coverage/execution background and will bring a deep understanding of product, M&A and capital raising issues. On an everyday basis, candidate will be analyzing investments for inclusion in the portfolio, assisting with valuation, working with a team of analysts and conducting meetings with managements of potential investments.

Qualified Candidates will have:

• 2 - 3 years of relevant experience (i.e. current 2nd or 3rd year IBD analyst, pre MBA)
• Must have direct experience in the Financial Institutions sector (preferably depository or specialty finance industry coverage)
• Demonstrated ability to manage multiple deadlines and priorities in a dynamic environment
• Outstanding organization, leadership, and analytical skills
• Well-organized in thought and action
• Team player
• Ability to communicate both verbally and in writing at a high level on a professional basis

Description