Asset Management Analyst

Nextera Search; New York (NY); Hybrid; USD 100,000 - 110,000; Full time

Job summary

An established financial services firm is seeking a skilled Asset Management Analyst to join their dynamic team in New York City. This exciting role offers a hybrid work schedule and involves collaborating with underwriting teams to onboard new investments, conducting valuations, and developing financial models. The ideal candidate will have a strong background in finance, excellent analytical skills, and proficiency in financial modeling. Join this innovative company to make a significant impact in the asset management sector while enjoying competitive compensation and growth opportunities.

Qualifications

• 1-3 years of experience in financial consulting or asset management.
• Solid understanding of debt instruments and capital structures.

Responsibilities

• Collaborate with teams to ensure accurate investment setup.
• Conduct monthly valuations and present findings to the committee.
• Develop financial models to monitor issuer performance.

Skills

Financial Analysis

Valuation Techniques

Financial Modeling

Microsoft Excel

Debt Instruments Understanding

Education

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Bachelor’s degree in Accounting

Job description

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This range is provided by Nextera Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $110,000.00/yr

A financial services firm based in New York City is seeking an experienced professional to join their team as an Asset Management Analyst. This role will follow a hybrid schedule.

Responsibilities:

• Collaborate with underwriting teams to onboard newly originated investments, ensuring accurate setup and data integrity.
• Conduct monthly valuations of illiquid securities and periodically present findings to the valuation committee.
• Perform independent internal valuation analyses, integrating financial statements, deal structures, market data, and other relevant investment factors.
• Develop and maintain financial models to monitor issuer performance over time.
• Perform other duties, as needed.

Qualifications:

• Bachelor’s degree in Finance, Economics, Accounting, or a related discipline.
• Minimum of 1 to 3 years of relevant experience in financial consulting, investment banking, asset management, or a leading public accounting firm.
• Solid understanding of debt instruments and capital structures.
• Hands-on experience with debt and equity valuation, three-statement financial modeling, and in-depth financial analysis.
• Proficient in Microsoft Excel; capable of building and manipulating complex financial models.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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