Investment Underwriting- Associate, Dallas

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)

Apply for this role