Analyst

This individual will be responsible for analyzing potential investment opportunities across a wide range of industries, including but not limited to real estate, healthcare, and technology. The ideal candidate will have strong financial modeling skills, the ability to conduct in-depth industry research, and a keen understanding of risk and return profiles. This role involves providing well-supported recommendations to the principal regarding potential investments.

Responsibilities:

• Conduct thorough analysis of potential investment opportunities across various industries, including real estate, healthcare, technology, and others.
• Develop and maintain complex financial models to assess the viability, profitability, and risk of potential deals.
• Perform due diligence, including evaluating financial statements, market research, and competitive landscape assessments.
• Prepare detailed reports, presentations, and executive summaries for the principal to aid in decision-making.
• Offer recommendations based on data-driven analysis, clearly communicating the pros and cons of each investment opportunity.
• Monitor existing portfolio investments, tracking performance and suggesting adjustments as needed.
• Stay up-to-date with market trends, economic conditions, and developments in key industries to identify emerging opportunities and risks.
• Collaborate with external advisors, legal teams, and other professionals as necessary during the deal process.
• Review information from the dataroom for all potential investments.

Qualifications:

• Bachelor’s degree in Finance, Economics, Accounting, or a related field (MBA or CFA is a plus).
• 3+ years of experience in financial analysis, investment banking, private equity, or a similar role.
• Strong proficiency in financial modeling and valuation techniques.
• Solid understanding of different industries, particularly real estate, healthcare, and technology.
• Exceptional analytical skills with attention to detail and the ability to think critically.
• Excellent written and verbal communication skills to convey complex information to the principal clearly and concisely.
• High proficiency in Excel and other financial modeling tools; familiarity with data analytics software