Investment Portfolio Manager

1 month ago


Los Angeles, California, United States AG Foundry Full time
About the Role

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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