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Financial Analyst

Alternative Investments, Full-Time

New York, NY

$85,000 - $95,000 Plus Bonus

The Role:

A global asset management firm is looking to hire an Analyst to sit with the investment Due Diligence team as well as perform analysis of newly issued loans.

Job  Description:

  • Assess portfolio company performance through review of financial statements, attendance on lender update calls, and discussions with company’s management, as needed
  • Prepare financial update flash summaries and monitoring reports
  • Maintain database of key investment metrics (both position-level and company-level)
  • Perform quarterly valuation analysis of illiquid investments
  • Prepare ad hoc analyses for management or investors
  • Assist team with various financing, fundraising, investor relations, or new product activities
  • Monitor status of monthly, quarterly, and annual portfolio company financial updates and ensure financials are saved down and circulated to appropriate team for monitoring

Required Skills:

  • Finance or accounting degree, GPA 3.5+
  • 1-3 years of experience in financial services
  • Strong attention to detail required
  • Strong Microsoft Excel skills, which include basic knowledge of macros and pivot tables
  • CPA/CFA or other professional designation a plus




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