Finance Trainee supporting various finance operations at EIT RawMaterials. Engaging in a structured two - year development programme to gain hands - on experience.
About the role
- Investment Analyst supporting U.S. Bank's private markets investment team. Collaborating to evaluate investment opportunities and assisting in due diligence efforts for private equity investments.
Responsibilities
- Collaborate with private markets team members to source and evaluate investment opportunities
- Support due diligence efforts on private market investments. Responsible for analyzing targets under review for investment, as well as constructing the accompanying financial models and presentations in support of investment decisions
- Prepare investment thesis, due diligence reports and investment memos and present to deal team and investment committees
- Develop/maintain relationships with internal portfolio managers, intermediaries and private market general partners
- Work with legal, product and operations teams within USB when negotiating on prospective and ongoing investments. Communicate with Portfolio Managers to gather and/or clarify client-specific data for reporting
- Prepare presentation materials for clients across various business segments
- Monitor existing investments. Closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner
- Provide research and analytical support to the private markets team and for ad-hoc requests
- Track private market industry to provide guidance and narrative on what is occurring in those markets and how it relates to USB’s investment views
- Participate in client and prospect meetings and provide marketing support to internal portfolio managers
- Assist in mentoring and developing junior members of the team
- Actively work with financial databases such as FactSet, Pitchbook, Capital IQ, Private-I, and Preqin
Requirements
- Bachelor's degree in finance and/or similar technical field; pre-MBA
- One to two years of private market investment experience or similar
- One to two years of private equity, investment banking, investment management, or consulting experience preferred
- Strong understanding of investment management technical and fundamental analysis
- Proficient in quantitative analysis and financial modeling
- Good grasp of economic and market conditions and the impact on differing investment styles and strategies
- Ability to work independently as well as contribute to a team. Draft investment recommendations and present to the Investment Committee, as directed and when appropriate
- Attention to detail and accuracy in work product
- Strong analytical skills
- Strong Excel and PowerPoint skills
- Strong verbal and written communication skills. Draft client communications, letters and presentations with high levels of professional institutional quality.
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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