Analyst

Independent Sponsor Forum; Grand Falls Regional Municipality; On-site; CAD 119,566 - 168,800; Full time

Job summary

Argosy Private Equity is seeking an Analyst to support the deal team across origination, due diligence, negotiation, financing, documentation, strategic planning, and portfolio management.

The role requires initiative, strong work ethic, maturity, and superior written and oral communication skills. The candidate will engage in extensive financial modeling, market research, and preparation of investment committee materials.

Qualifications

• Bachelor’s degree in business or related field required.
• Strong ability to review and interpret financial statements.

Responsibilities

• Support deal team across origination, due diligence, negotiations, financing, documentation, and portfolio management.
• Lead portions of the deal process (e.g., quality of earnings, environmental reviews, background checks).
• Analyze business plans and build/review portfolio company valuations.

Skills

Analytical skills

Financial modeling

Excel proficiency

Strong communication

Data-driven decision making

Education

Bachelor’s degree (business/related)

Tools

Excel

Job description

Analysts support the deal team in all aspects of the deal process, which includes origination, due diligence, negotiation, financing, documentation, strategic planning, and portfolio management. Candidates who take initiative, have a tremendous work ethic, and have a high level of maturity are considered ideal. Superior written and oral communication skills are also required.

Title

Analyst

Strategy

Argosy Private Equity

Location (in-person)

Wayne, PA

Contact

[e-mail]

Responsibilities

• Act as a critical member of Argosy Private Equity’s transaction team, supporting various workstreams simultaneously
• Demonstrate the ability to run certain portions of the deal process (e.g., overseeing quality of earnings, environmental reviews, background checks, etc.)
• Demonstrate an ability to analyze business plans
• Capable of building and reviewing portfolio company valuations
• Lead in preparation of quarterly reporting, including portfolio company valuations and projections
• Extensive financial modeling including sensitivity analysis to support potential investment opportunities. Can effectively compare financing sources (including sensitivity analyses) to select optimum provider and capital structures
• Assist with financial and other acquisition related due diligence, including monitoring diligence stream documents and information
• Lead in preparation of presentation materials for the firm’s Investment Committee
• Participate in negotiations on behalf of the firm for new investments dealing with partnership arrangements, financing agreements, and other project contracts which impact the project return
• Provide ongoing monitoring of assets with the firm’s portfolios including review of monthly operating results and maintaining project performance. Review financial results from a portfolio company and make sure they’re in-line with the forecast
• Conduct market research to assess a company’s growth potential

Qualifications

• Strong academic credentials – bachelor’s degree (business focus/major a plus)
• Ability to review and interpret financial statements
• Advanced understanding of accounting and valuation
• Mature, responsible and motivated; complement existing PE transaction team
• Highly analytical, with a bias toward supporting claims with data
• Extensive financial modeling skills and experience in Excel
• Previous transaction experience on either the buy or sell side
• Strong interpersonal and communication skills
• Clear, concise business writing skills
• Previous private equity a plus
• Investment banking and transaction accounting backgrounds highly preferred
• Previous work/internship experience of between one to two years