Asset & Wealth Management - New York - Associate, Investing & Portfolio Management - Private – [...]

Goldman Sachs; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading financial services firm in New York is seeking an Associate in Investing & Portfolio Management. This role involves conducting in-depth financial analyses, preparing investment memoranda, and engaging with senior management. Candidates should have a relevant degree and experience in investment management, with a focus on building relationships and presenting analyses to committees.

Qualifications

• 2 years of experience in Investment and Portfolio Management.
• Experience with GAAP accounting and asset valuation techniques.

Responsibilities

• Conduct detailed financial analysis on privately held companies.
• Prepare investment committee memoranda and present investment thesis.
• Perform quarterly valuations and attend board meetings.

Skills

Financial Analysis

Investment Management

Valuation Analysis

Market Analysis

Relationship Building

Education

Bachelor’s degree in Economics

Bachelor’s degree in Finance

Bachelor’s degree in Mathematics

Job description

Join to apply for the Asset & Wealth Management - New York - Associate, Investing & Portfolio Management - Private – 8249571 role at Goldman Sachs.

Job Description

Job Duties: Associate, Investing & Portfolio Management - Private with Goldman Sachs & Co. LLC in New York, New York. Conduct detailed financial analysis on individual, privately held companies to assess investment opportunities, including forecasting financial statements, valuation analysis, market and competitive analysis, returns analysis and unit economics. Prepare detailed investment committee memoranda outlining the considerations of a particular investment and the terms to propose. Present investment thesis to internal investment committees. Significant interactions with senior management at companies to build relationships and coordinate information requests needed for analysis. Perform quarterly valuations, assess needs for future capital, and help with business development, attend board meetings and assess exit opportunities. Research and develop expertise around various trends, themes and business models across the infrastructure investing sector.

Job Requirements: Bachelor’s degree (U.S. or foreign equivalent) in Economics, Finance, Mathematics, or a related field and two (2) years of experience in the job offered or a related Investment and Portfolio Management role. Must have two (2) years of experience with: developing detailed financial analyses using knowledge of GAAP accounting, asset valuation techniques, leverage and industry benchmarks; presenting detailed investment analyses to internal committees and building strong relationships with investors, companies and vendors in the Private Investing eco-system; and working with various common equity and preferred equity structures and terms and applying them to individual investments. Travel – 10% travel required.