Investment Underwriting- Associate, Dallas
- Dallas
- Asset Management
- TBA
The firm is looking for an associate to join the investment underwriting team responsible for supporting the investment underwriting of the organization.
What the job involves
Perform relevant financial analyses to enable and support investment decision making, including discounted cash flow, pricing analysis, comparables to other alternative assets in the same sector and vintage years, and statistical models and projections
Conduct primary and secondary research on potential investments, industries, and asset classes
Prepare due diligence summaries and presentation materials for the investment underwriting team
Provide quantitative and analytical support to monitor existing alternative asset investments
Provide overall support to the investment underwriting team Knowledge, Skills, Abilities and Competencies
Ability to build and execute complex financial and operating models, demonstrated through deep financial modeling experience including financial analysis, forecasting and valuation
Strong qualitative skills such as possessing a firm analytical framework for evaluating a given industry and the competitive strategy of a company
High focus on attention to detail and the commitment to produce error free work
Who we are looking for
- Bachelor’s Degree required. CFA or working towards CFA is a positive
- 2+ years of industry experience, in fields such as investment banking, leveraged finance, private equity, venture capital, and/or other investment managers, large investors (pension funds, large family offices, large registered investment advisors)