Investment Analyst

2 weeks ago


Columbia, Maryland, United States Ames Watson Full time

About Ames Watson

Ames Watson is a privately owned diversified operating entity that acquires, transforms, and collaborates with mid-market firms to generate sustainable value. Our approach goes beyond mere capital infusion; we provide expertise, problem-solving capabilities, extensive resources, and experience to foster growth and help businesses navigate critical turning points. Ames Watson operates as a permanent capital vehicle with dedicated resources, enabling swift action and the ability to assist businesses in achieving long-term success.

General Overview

The Analyst will be an integral member of the investment team, contributing to the strategic and long-term objectives of the organization. This position will engage significantly in the company's investment evaluation process. The Analyst will primarily focus on: assessing new investment opportunities, supporting the firm's new initiatives, and providing operational assistance within portfolio companies as needed.

Key Responsibilities

  • Assist in identifying and evaluating potential investment opportunities.
  • Engage in the due diligence process for new investment prospects.
  • Conduct comprehensive industry research and analysis to gain insights into industry dynamics relevant to our focus areas.
  • Collaborate closely with personnel from portfolio companies to ensure the successful execution of both new and ongoing initiatives.
  • Review and interpret a variety of legal documents, including acquisition agreements, leases, financing contracts, and partnership arrangements.
  • Perform additional duties as assigned.

Required Knowledge, Skills, and Qualifications

  • 2-4 years of experience in finance, private equity, accounting, or consulting. CFA or CPA designation is preferred.
  • A commitment to supporting all facets of our operations, including direct engagement with portfolio companies.
  • Strong understanding of financial statements, including balance sheets, cash flow statements, and profit & loss statements.
  • Experience in financial modeling and data analysis.
  • Bachelor's degree in a relevant business discipline.
  • Proficient use of Microsoft Office Suite, particularly Excel and PowerPoint.
  • Exceptional written and verbal communication skills; ability to articulate messages clearly and effectively.
  • Capability to work independently and collaboratively, engaging with all levels of the organization.
  • Aptitude for navigating ambiguity and managing multiple priorities concurrently.
  • Willingness to travel as necessary.


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