Investment Analyst

1 week ago


Westlake Village, California, United States AG Foundry - Recruiting & Staffing Full time
Investment Analyst Job Description

AG Foundry - Recruiting & Staffing is seeking a highly skilled Investment Analyst to join our team. As an Investment Analyst, you will play a critical role in supporting the underwriting process for new investment and development opportunities.

Key Responsibilities:

  • Conduct thorough financial analysis and market research to identify potential investment opportunities.
  • Develop and present investment and lender presentations, including supporting documents and analysis.
  • Collaborate with a well-seasoned team of investment professionals to execute acquisitions.
  • Oversee the research and due diligence process throughout the transaction lifecycle.
  • Manage external third-party vendors and advisors.
  • Support the team with existing and new financings, 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.
  • 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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