Investment Portfolio Manager
1 month ago
AG Foundry is seeking a highly skilled Investment Analyst to join our team. As a key member of our investment team, you will be responsible for underwriting new investment opportunities, creating investment presentations, and executing acquisitions.
Key Responsibilities:
- Develop and execute underwriting strategies for new investment opportunities in the retail and industrial sectors.
- Create comprehensive investment presentations, including financial analysis and market research.
- Collaborate with our team to execute acquisitions and oversee the research and due diligence process.
- Manage external vendors and advisors to ensure seamless transaction execution.
- Support the team with capital markets activities, including evaluating capital structure alternatives and responding to lender requests.
- Monitor active investments and assist in creating detailed quarterly reports.
- Assist in the preparation of annual operating budgets and long-term forecasts for portfolio companies.
Requirements:
- 1-4 years of transaction experience at a top-tier investment bank or investment firm.
- High proficiency in Microsoft Office, specifically with an emphasis on financial modeling and PowerPoint.
- Detail-oriented with an ability to multitask and strong quantitative and analytical skills.
- Excellent interpersonal and communication skills.
- Bachelor's Degree in a Business-related major, such as Real Estate, Finance, or Economics.
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