Asset Management Analyst

Coda Search│Staffing; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Our client is a NYC-based Alternative Asset Management firm seeking an Analyst to join the asset management team and gain end-to-end deal exposure. The role demands superior modeling, and written and verbal communication for executive board presentations.

You will handle due diligence, financial modeling with Excel and ARGUS, investment research, and deal coordination across senior management and the board, including investor communications.

Qualifications

• 2+ years in Private Markets/Asset Management/Research background.
• Argus modeling experience is required.
• Superior written and verbal communication skills.
• Background in Corporate Development/M&A/Asset Management is preferred.
• Top academic pedigree.

Responsibilities

• Provide detailed due diligence on growth opportunities.
• Create detailed financial analyses using Excel and ARGUS.
• Review financial performance and build detailed models.
• Prepare Investment Committee research materials.
• Coordinate deal execution with senior management and Board.
• Prepare investor communications, forecasts, and financial estimates.
• Support acquisition recommendations via statistical analysis.
• Work with Compliance, Legal, and Marketing teams.
• Oversee back-testing of investment framework and cash-flow forecasts.

Skills

Financial modeling

Excel

Quantitative analysis

Verbal communication

Education

Top academic pedigree

Tools

ARGUS Modeling

Job description

Our client is a NYC-based Alternative Asset Management Client that invests primarily in Real Estate and Real Estate-related investments, currently seeking to add a highly motivated Analyst to their growing Asset Management Team. This opportunity will provide end-to-end deal exposure. The ideal candidate will be responsible for underwriting the entire deal, must possess superior modeling and written and verbal communication skills (Executive Board Presentations)

This team with touch deals within all Asset Classes (Real Estate) and encompasses the following responsibilities: full on portfolio management, research valuations, asset management, due diligence, investment research/pitch presentation, financial modeling, and underwriting.

Responsibilities:

• Provide detailed due diligence on potential strategic growth opportunities
• Create detailed financial analyses utilizing both Microsoft Excel and ARGUS to evaluate prospective and existing investments
• Review of company financial performance, attribution analysis, financial review, and creation of detailed models.
• Prepare investment Committee Research presentation materials
• Coordinate all aspects of transaction execution and the deal closing process with Senior Management/Board of Directors
• Prepare investor communications, including but not limited to financial forecasts, reporting, and financial estimates
• Support potential acquisition recommendations through statistical analysis
• Work with Compliance, Legal, and Marketing Teams
• Oversee back-testing of investment analytical framework and cash-flow forecasts

Requirements:

• Minimum of 2+ years Private Markets/Asset Management/Research or applicable (Private Equity/Real Estate/Banking) experience
• Top Academic pedigree
• Corporate Development/M&A/Transaction Advisory/Asset Management
• Advanced Technical Skills; Strong quantitative and qualitative skills
• ARGUS Modeling experience required
• Superior written and verbal communication skills