Position Overview: This position presents an exciting chance to play a key role within a fast-paced investment setting focused on technology-centric businesses. As an Analyst, you'll partner with senior leadership to evaluate new investment opportunities, oversee portfolio companies, and provide strategic insight. The role integrates financial analysis, industry research, and stakeholder collaboration to inform investment strategies and optimize portfolio outcomes. Key Responsibilities:
Develop detailed financial models and perform valuation assessments to support investment decisionsAnalyze financial statements, key operational indicators, and growth potential of target companiesInvestigate industry dynamics, market competition, and strategic positioningPrepare investment reports and presentations for review by internal investment committeesFacilitate due diligence by organizing data requests and verifying essential informationTrack performance of portfolio companies, ensuring timely reporting and adherence to financial covenantsCollaborate with leadership to refine investment strategies and generate strategic recommendationsDesign and update dashboards and financial tools to support portfolio managementAttend meetings with company executives, investment partners, and external consultantsSupport deal sourcing by identifying prospective investments and building relationshipsMaintain records of active deals and keep internal databases up to dateProvide analytical support for both investment projects and operational tasks as neededQualifications:
Bachelor’s degree in finance, economics, business, or a closely related discipline2–4 years of experience in investment banking, consulting, corporate finance, or a comparable roleStrong verbal and written communication skills, with the ability to simplify complex topicsAdvanced skills in Microsoft Excel, PowerPoint, and other Office applicationsSolid understanding of financial statements, valuation methods, and key performance indicatorsAbility to thrive in a dynamic, fast-moving environment with evolving prioritiesKnowledge of asset-based accounting and inventory management is an advantage
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