Financial Analyst

2 weeks ago


Houston, United States Robert Half Full time

We are representing a prominent Private Equity (PE) firm specializing in strategic investments across diverse industries that is looking to add a Financial Analyst to their team. The Financial Analyst will play a pivotal role in supporting the Finance team, primarily focusing on reporting, fundraise activities, due diligence, legal negotiations, and valuation of portfolio companies. The ideal candidate will have a solid foundation in Accounting or Finance, coupled with a couple of years of relevant experience, preferably with exposure to investment banking or investor relations.

Responsibilities:

  • Collaborate with the Director of Operations to execute various financial tasks and initiatives.
  • Assist in fundraise activities, including investor relations, pitch preparation, and documentation.
  • Conduct due diligence on potential investment opportunities, analyzing financial data and market trends.
  • Participate in legal negotiations, ensuring compliance and mitigating risks.
  • Work closely with the Finance team to evaluate the valuation of portfolio companies and monitor performance metrics.
  • Compile and analyze financial information to prepare comprehensive reports and presentations.
  • Assist in assembling investment portfolios and packages for internal and external stakeholders.
  • Adapt quickly to changing priorities and deadlines, demonstrating flexibility and agility.
  • Contribute to process improvements and efficiency enhancements within the Finance department.

Qualifications:

  • Bachelor's degree in Accounting, Finance, or related field.
  • Minimum of 1-3 years of relevant experience in finance, accounting, investment banking, or related fields.
  • Strong analytical skills with meticulous attention to detail.
  • Proficiency in financial modeling, valuation techniques, and Microsoft Excel.
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams.
  • Demonstrated ability to thrive in a fast-paced, dynamic environment.
  • Familiarity with PE industry practices and regulations is advantageous but not required.



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