Financial Analyst PDC - Requisition #111036

Direct Investment

• Must have four years of investment experience in private equity, investment management, investment banking and/or family office with significant experience and substantive expertise in direct investments across diverse asset strategies (private equity, real estate, infrastructure, debt, etc.)
• Assist in identifying, evaluating, selecting, and monitoring investment opportunities and evaluating new lines of business
• Support leadership in the execution of all projects and processes, including business development, acquisitions, direct investments and debt financings

Business Development

• Perform independent investment research on assigned areas, researching companies and investment opportunities
• Independently generate and screen new investment ideas for potential investment
• Develop and maintain professional relationships and contacts within the investment industry in order to conduct searches and gain knowledge of appropriate investment opportunities
• Develop and maintain analytical tools and framework to assess potential investments to support the investment selection process
• Draft reports detailing investment recommendations and actions
• Keep abreast of financial press and new trends and opportunities, as well as potential risks; Monitor major periodicals daily for news and other information that may impact our investments
• Research broad investment and industry trends, and opportunistic investment projects as required
• Gather and assess critical information related to the sourcing and evaluation of potential acquisitions
• Maintain up-to-date documentation of all investment relationships
• Perform ad-hoc research on private asset strategies
• Develop target lists for potential buyers, investors and strategic partners
• Conduct in-depth industry research and trend analysis

Investment Due Diligence (Analysis/Underwriting/Structuring)

• Perform investment analysis for direct investment opportunities
• Conduct due diligence processes for investment opportunities, including a thorough review of Private Placement Memorandum (PPM), financial modeling of various target company analytics, manage detailed due diligence sessions and evaluate the overall merits and risks of a potential investment.
• Assist the investment team with coordination of operational due diligence and legal review for prospective investments
• Support the due diligence process for assets under contract, including coordinating with external parties such as brokers, engineers, and contractors
• Compile and present asset, property and/or market specific reports to management
• Interact directly with target/manager teams and provide a supporting role in deal organization, process tracking and due diligence
• Evaluate the target's leadership team, strategy, market opportunity, historical and pro-forma financials, operations, and competitive environment for potential investment opportunities
• Synthesize results of investment screening and due diligence into reporting that informs leadership in making key investment decisions.
• Draft deal materials, including information memorandums, management presentations, financial models and analyses
• Perform financial valuation and analyses, provide oversight and framework for deal financial modeling, and conducts due diligence
• Assist in qualitative and quantitative analysis to evaluate and compare opportunities, risks, and performance of current and potential investment
• Accurately maintain complete due diligence project files received in diligence including financial, policy information, deal documents, and correspondence
• Achieve desired levels of data completeness and process integrity by consistently meeting timelines, quality metrics and goals.

Asset Management/Reporting

• Manage the preparation of presentations and memorandums for the Investment Committee and Board including monthly and quarterly reporting packages and ad hoc analytics across a portfolio of diverse investments
• Maintain the investment database
• Oversee retention and organization of investment documentation
• Analyze and structure private asset investment data including performance, underlying investment and cash flow details
• Create asset-specific reporting and dashboard analytics
• Prepare reports related to performance, risk, and other ad hoc topics related to the direct investment portfolio
• Monitor, update, and create reports on investment performance, exposures, holdings, liquidity, and other key portfolio metrics
• Consult and coordinate with investment managers, analysts, investment accounting, legal counsel, custodian, third-party advisors and consultants
• Construct and maintain both AssetCo and HoldCo models for financial and capital metrics reporting
• Drive the integration of technology into the forecasting process
• Contribute to enhancing the P&L forecasting process, focusing on revenue & earnings projections and associated sensitivities
• Assume responsibility for conducting ad hoc projects related to portfolio management, operations, and investment research.
• Participate in manager meetings with responsibility for notes, memos, and follow-ups

Qualifications

• Bachelor's Degree in Finance, Economics, Accounting or a quantitative discipline and a strong academic record
• Masters in Business Administration (MBA) and/or Charted Financial Analyst (CFA) and/or Certified Public Accountant (CPA) Preferred
• Four plus years of full-time experience with a top I-banking, Private Equity, Investment Fund, Family Office or Consulting Firm
• Prior experience with financing and loan applications and the relevant terms
• Real estate specific coursework or work experience is preferred
• Knowledge of private equity industry, market participants, investment structures and current trends
• Must be able to work in the office each and every day as this is not a remote or hybrid position
• Willingness to travel domestically as needed
• Availability and willingness to work outside normal business hours at times, whether early or late, and including weekends as required by transaction schedules and expectations

Computer

• Excellent Excel, SQL and PowerPoint skills,
• Strong Excel skills (advanced formulas and functions including VBA / macros required)
• Strong PowerPoint proficiency (experience working on client deliverables a plus)
• Proficiency in Argus, Yardi, Costar and Real Capital Analytics preferred
• Knowledge of research products including: Capital IQ, Pitchbook, FactSet, Thomson One, 451 Research, Hoovers, IBISWorld, DealNexus, PrivCo, Corpfin, OneSource, and First Research experience is a plus
• Utilize tools such as DealCloud
• Prepare and manage virtual data rooms and coordinate client and third-party due diligence

Skills

• Excellent interpersonal and communication skills
• Verbal and written communication of complex information that is accurate, timely, and based on sound judgment
• Excellent organizational skills and attention to detail
• Establish and maintain harmonious working relationships with co-workers, staff, and external contacts
• Ability to interact with executives, consistently present yourself in a professional manner and appropriately represent in social situations
• Effective communicator, able to adapt communication style to different audiences
• Outstanding client service mindset and capabilities
• Exceptional work ethic, positive attitude, energy and overall enthusiasm for learning about private assets and financial analytics
• High degree of intellectual curiosity and a demonstrated interest in investing
• Highly self-motivated and intelligent with the ability to work effectively in a team environment; proactive and takes initiative
• Ability to work in a dynamic environment and handle multiple projects
• Planning, organizing, and prioritizing work assignments to manage a high-volume workload in a fast-paced and changing environment, and in completing detailed work with a high degree of accuracy.
• Personal and professional integrity beyond reproach
• Absolute discretion in handling confidential business information
• Self-starter attitude with the ability to take initiative, work independently and take ownership of assignments
• Ability to work with and contribute to a small, dynamic team
• Ability to work under tight deadlines in a demanding work environment
• Critical/strategic thinking capability
• Strong sense of urgency and competitiveness
• Exceptional technical, analytical, financial modeling and quantitative skills
• Ability to transform raw data into insight for the business
• Exceptionally high attention to detail when managing and analyzing large data sets
• Constantly implement and improve process and technology
• Excellent knowledge of accounting principles
• Deep analytical and accounting proficiency; skilled in modeling and financial analysis
• Strong understanding of accounting principles, financial instruments, and investment products
• Sound understanding of economic and investment theory and practices
• Corporate and private equity valuation metrics and markets.
• Strong data/quantitative prowess with excellent spreadsheet/Excel, SQL, and analytical skills