Investment Analyst supporting due diligence, execution, and monitoring of primary fund investments. Contributing to financial models and investment strategies in Bellevue's investment management firm.
Responsibilities
Play a key role in analyzing and assessing a broad spectrum of companies and investment managers across various industries to identify compelling investment opportunities.
Build and maintain in-depth financial models to assess valuations of private companies and fund portfolios.
Prepare high-quality due diligence materials and investment committee memos to support decision-making.
Conduct detailed due diligence and analysis on general partners and portfolio company opportunities, including industry, company, and manager research.
Interact regularly with partners and other investment professionals of alternative asset managers.
Monitor and assist in managing our investment portfolio through attendance at annual meetings of general partners and investor meetings for individual portfolio companies.
Collaborate with colleagues across the firm to gather information necessary to make investment decisions within the various strategies.
Lead projects and assignments including performance attribution, creating presentation materials, and drafting client memos and letters.
Analyze and manage individual client portfolio risk focused on leverage, liquidity, concentration, and drawdown risk.
Support the sale of funds and/or co-investment interests on the secondary market including document collection, return modeling, and portfolio impact analysis.
Monitor capital calls and distributions and contribute to liquidity risk management within the portfolio.
Requirements
Two to four years of relevant experience in Investment Banking, Corporate Finance, or Investment Management.
Exceptional academic credentials: a degree in finance, business, or a related field is preferred.
Strong analytical and quantitative skills with substantial expertise in financial modeling and valuation.
Results-oriented and proactive, with a creative approach to problem-solving.
Excellent communication skills, both written and verbal, with the ability to present complex ideas effectively.
Ability to successfully manage multiple priorities with strong attention to detail.
Benefits
medical, dental and vision insurance
Health Savings Account with generous annual employer contribution
Flexible Spending Accounts for health and dependent care
vacation and sick time off
paid holidays
paid parental leave
opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit
company paid life insurance
Health and Wellness Benefit
reimbursement for approved professional development activities
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