Position Description

An alternative investment platform is seeking an Analyst to join its team.

Responsibilities

Assist in onboarding newly originated investments in coordination with underwriting teams.
Perform monthly valuations of illiquid securities and periodically present findings to internal valuation leadership.
Conduct independent valuation analyses incorporating financial statements, transaction terms, market data, and broader investment considerations.
Build and maintain financial models to track issuer and portfolio performance.
Support preparation of quarterly portfolio review materials and occasionally present to senior investment staff.
Collaborate with cross-functional internal teams—investment groups, investor relations, business development, technology, portfolio analytics—as well as external valuation firms and auditors.

Candidate Profile

Bachelor’s degree in Finance, Economics, Accounting, or a related discipline.
1–3 years of experience in financial consulting, investment banking, asset management, public accounting, valuation services, or credit rating analysis.
Familiarity with debt instruments.
Experience with debt/equity valuation, three-statement modeling, and financial analysis.
Strong Excel proficiency.
Experience with platforms such as Capital IQ or FactSet is advantageous.
Strong written and verbal communication abilities.
Comfortable operating in a collaborative, fast-paced, and high-expectation environment.
Demonstrated interest in investing and fundamental company analysis.

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