Summer Investment Analyst
2 days ago
We are seeking a highly motivated and detail-oriented Summer Investment Analyst to join our Middle Market Direct Lending team at Principal Financial Group. As a Summer Investment Analyst, you will have the opportunity to gain hands-on experience in the financial services industry and contribute to the success of our team.
Key Responsibilities- Evaluate new leveraged buyout transactions and investment opportunities, attending management presentations and reviewing deal terms and credit agreements.
- Aid in the development of detailed financial models and sensitivity analyses of borrowers and provide analytical support for investment committee materials.
- Work with assigned Underwriter and/or Sr. Underwriter on all transactions, providing responses to inquiries from back office, origination, and marketing.
- Actively monitor portfolio company performance and report concerns related to underwriter/senior underwriter.
- Participate in key areas of due diligence, including business and quantitative analysis as well as industry and competitive research.
- Currently pursuing a bachelor's degree in a technical field (i.e. finance, accounting, or related).
- Graduation date of Spring or Fall of 2026.
- GPA of 3.5 or above.
- Knowledge of financial markets and fixed income strategies, including general knowledge of bond mechanics and pricing calculations.
- Experience or internships in investment banking, leveraged finance, private debt or equity, and/or related transactional experience.
- Ability to construct financial models such as three statement financial models and Leveraged Buyout models.
- Progress toward CFA.
- Involved on campus or within the community, including leadership.
- Collaborative, able to build and maintain strong relationships, manage expectations, attend to details, multi-task and prioritize effectively.
- Familiarity with Microsoft Office.
Principal Financial Group is a global leader in financial services, offering a wide range of products and services to individuals, businesses, and institutions. We are committed to helping our customers achieve their financial goals and live better lives.
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