Investment Associate

2 weeks ago


Houston, United States Bluestone Search Full time

Our client, a mid-sized Investment firm in Houston, TX, focused on multiple sectors including private equity, private credit, energy, and real estate, is looking for Investment Analysts and Associates. These individuals will be responsible for evaluating new/existing investment opportunities, business valuations, creating investment materials, investment research, due diligence, and advanced financial modeling. This is a great opportunity for sell side or valuation & advisory candidates to move to the buy side.


Responsibilities

  • Develop performance and investment materials for investor meetings
  • Assess new investment opportunities and monitor an existing portfolio
  • Maintain regular communication with internal and external stakeholders
  • Conduct analyses on both public and private investment opportunities
  • Provide daily updates to ensure effective trading strategies for portfolio managers.
  • Assist in facilitating and reconciling trades


Qualifications

  • Master's degree, MBA, or CFA (levels I, II, or III) strongly preferred
  • Bachelor's degree with a proven academic track record
  • 3-5 years of prior experience in a relevant field
  • Ability to thrive in a fast-paced environment
  • Advanced Excel


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