Investment Analyst

2 weeks ago

Palm Beach Gardens, Florida, United States Carmen Carbone Leadership Development & Recruiting Full time

The Opportunity

Investment Analyst

Who We Are

Our client specializes in leasing and financing aircraft and engines for a global clientele, including airlines, financial institutions, and MROs. We pride ourselves on delivering tailored solutions that meet the complex needs of our clients.

Position Overview

As an Investment Analyst, you will play a crucial role in evaluating and managing the financial aspects of our leasing and financing operations. You will analyze investment opportunities, conduct financial modeling, and support decision-making processes to ensure the profitability and sustainability of our aircraft and engine portfolios.

Key Responsibilities as an Investment Analyst-

  • Accounting and Finance- To function in a high capacity with an excellent eye for detail and acumen in accounting and finance
  • Financial Modeling- Responsibility for the creation financial models, conducting market research and writing investment memorandums and completing operational tasks
  • Projections- Exhibit the ability to analyze market trends within the air transport industry, airline operator, fleet analysis and financial condition reviews
  • Asset Management- Develop complex cash flow projections and model new opportunities in collaboration with the team using advanced Excel modeling skills
  • Contract Research - Extract economic variables and other key contract considerations from lease documentation issued by counter-parties to verify and support pricing considerations
  • Presentations - write investment memos, Power Point presentations and PPMs in collaboration with the investment team
  • Transaction Processing - Operate in a fast-paced working environment with multiple transaction reviews occurring simultaneously

Minimum Qualification as an Investment Analyst:


• 2+ years' experience as a Financial Analyst


• Basic knowledge of accounting and finance


• Strong ability with Excel and MS Office


• Highly collaborative and accountable


• Detail-oriented and able to perform well under pressure


• Positive and professional demeanor


• Good listener and well organized


• Bachelor's degree

Preferred Qualifications as an Investment Analyst:


• Top academic credentials, CPA, MBA, or CFA or partial completion


• Equipment leasing experience


• Experience in financial services industry, preferably PE


• Exceptional written and verbal communication skills

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