Senior Investment Analyst in Asset Management

2 months ago


New York, New York, United States Coda Search│Staffing Full time

Company Overview: Coda Search│Staffing is representing a leading firm in the Alternative Asset Management sector, focusing on Real Estate and related investment opportunities.

Position Summary: We are currently seeking a highly skilled Senior Asset Management Analyst to join a dynamic Asset Management Team. This role offers comprehensive exposure to the investment lifecycle, from initial underwriting to final execution.

Key Responsibilities:

  • Conduct thorough due diligence on potential growth opportunities.
  • Develop intricate financial analyses using Microsoft Excel and ARGUS to assess both new and existing investments.
  • Analyze company financial performance, perform attribution analysis, and create detailed financial models.
  • Prepare research materials for investment committee presentations.
  • Coordinate transaction execution and deal closure processes with senior leadership.
  • Draft investor communications, including financial forecasts and performance reports.
  • Support acquisition recommendations through comprehensive statistical analysis.
  • Collaborate with Compliance, Legal, and Marketing teams.
  • Oversee back-testing of investment analytical frameworks and cash-flow projections.

Qualifications:

  • At least 2 years of experience in Private Markets, Asset Management, or related fields such as Private Equity, Real Estate, or Banking.
  • Strong academic background.
  • Experience in Corporate Development, M&A, Transaction Advisory, or Asset Management.
  • Advanced technical skills with a strong emphasis on quantitative and qualitative analysis.
  • Proficiency in ARGUS modeling is essential.
  • Exceptional written and verbal communication abilities.


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