Financial Analyst PDC - Requisition #111036

PeopleAnswers, Inc.; Temecula (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

PeopleAnswers, Inc. in Temecula, CA seeks an experienced investment professional to lead direct investment activity across private equity, real estate, and other asset classes.

You will identify, evaluate, and monitor opportunities, supporting leadership through execution of acquisitions, debt financings, and related projects. The role emphasizes rigorous due diligence, financial modeling, and the development of analytical tools to support investment decisions.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting or quantitative discipline
• MBA/CFA/CPA preferred
• 4+ years in top I-banking, Private Equity, Investment Fund, Family Office or Consulting Firm
• Real estate coursework or work experience preferred
• Willingness to travel domestically as needed
• Office-based role; not remote or hybrid
• Knowledge of private equity industry, market participants, investment structures and current trends
• Must be able to work in the office every day as this is not remote

Responsibilities

• Identify and monitor direct investment opportunities across diverse asset strategies
• Assist in evaluating, selecting, and monitoring investments and new lines of business
• Support leadership in execution of projects including business development, acquisitions, and debt financings
• Perform independent investment research and generate new investment ideas
• Develop and maintain analytical tools and frameworks to assess potential investments
• Draft reports detailing investment recommendations and actions
• Maintain up-to-date documentation of investment relationships and due diligence files
• Prepare portfolio performance, risk, and ad hoc analytics for committees

Skills

Excel

PowerPoint

SQL

Financial modeling

Valuation

Communication

Attention to detail

Teamwork

Discretion

Education

Bachelor's in Finance/Economics/Accounting

MBA/CFA/CPA preferred

4+ years in IBD/PE/Family Office/Consulting

Real estate coursework/experience preferred

Tools

Argus

Yardi

Costar

Real Capital Analytics

Capital IQ

PitchBook

FactSet

Thomson One

DealCloud

Excel

SQL

PowerPoint

Job description

Direct Investment

• 1) Must have four years of investment experience in private equity, investment management, investment banking and/or family office with significant experience and substantive expertise in direct investments across diverse asset strategies (private equity, real estate, infrastructure, debt, etc.)
• 2) Assist in identifying, evaluating, selecting, and monitoring investment opportunities and evaluating new lines of business
• 3) Support leadership in the execution of all projects and processes, including business development, acquisitions, direct investments and debt financings

Business Development

• 1) Perform independent investment research on assigned areas, researching companies and investment opportunities
• 2) Independently generate and screen new investment ideas for potential investment
• 3) Develop and maintain professional relationships and contacts within the investment industry in order to conduct searches and gain knowledge of appropriate investment opportunities
• 4) Develop and maintain analytical tools and framework to assess potential investments to support the investment selection process
• 5) Draft reports detailing investment recommendations and actions
• 6) Keep abreast of financial press and new trends and opportunities, as well as potential risks; Monitor major periodicals daily for news and other information that may impact our investments
• 7) Research broad investment and industry trends, and opportunistic investment projects as required
• 8) Gather and assess critical information related to the sourcing and evaluation of potential acquisitions
• 9) Maintain up-to-date documentation of all investment relationships
• 10) Perform ad-hoc research on private asset strategies
• 11) Develop target lists for potential buyers, investors and strategic partners
• 12) Conduct in-depth industry research and trend analysis

Investment Due Diligence (Analysis/Underwriting/Structuring)

• 1) Perform investment analysis for direct investment opportunities
• 2) Conduct due diligence processes for investment opportunities, including a thorough review of Private Placement Memorandum (PPM), financial modeling of various target company analytics, manage detailed due diligence sessions and evaluate the overall merits and risks of a potential investment.
  • a) Assist the investment team with coordination of operational due diligence and legal review for prospective investments
  • b) Support the due diligence process for assets under contract, including coordinating with external parties such as brokers, engineers, and contractors
  • c) Compile and present asset, property and/or market specific reports to management
  • d) Interact directly with target/manager teams and provide a supporting role in deal organization, process tracking and due diligence
  • e) Evaluate the target's leadership team, strategy, market opportunity, historical and pro-forma financials, operations, and competitive environment for potential investment opportunities
• 3) Synthesize results of investment screening and due diligence into reporting that informs leadership in making key investment decisions.
  • a) Draft deal materials, including information memorandums, management presentations, financial models and analyses
  • b) Perform financial valuation and analyses, provide oversight and framework for deal financial modeling, and conducts due diligence
  • c) Assist in qualitative and quantitative analysis to evaluate and compare opportunities, risks, and performance of current and potential investment
• 4) Accurately maintain complete due diligence project files received in diligence including financial, policy information, deal documents, and correspondence
• 5) Achieve desired levels of data completeness and process integrity by consistently meeting timelines, quality metrics and goals.

Asset Management/Reporting

• 1) Manage the preparation of presentations and memorandums for the Investment Committee and Board including monthly and quarterly reporting packages and ad hoc analytics across a portfolio of diverse investments.
  • a) Maintain the investment database
  • b) Oversee retention and organization of investment documentation
  • c) Analyze and structure private asset investment data including performance, underlying investment and cash flow details
  • d) Create asset-specific reporting and dashboard analytics
• 2) Prepare reports related to performance, risk, and other ad hoc topics related to the direct investment portfolio.
  • a) Monitor, update, and create reports on investment performance, exposures, holdings, liquidity, and other key portfolio metrics
  • b) Consult and coordinate with investment managers, analysts, investment accounting, legal counsel, custodian, third-party advisors and consultants
  • c) Construct and maintain both AssetCo and HoldCo models for financial and capital metrics reporting
  • d) Drive the integration of technology into the forecasting process
  • e) Contribute to enhancing the P&L forecasting process, focusing on revenue & earnings projections and associated sensitivities
  • f) Assume responsibility for conducting ad hoc projects related to portfolio management, operations, and investment research.
• 3) Participate in manager meetings with responsibility for notes, memos, and follow-ups

Qualifications:

• 1) Bachelor's Degree in Finance, Economics, Accounting or a quantitative discipline and a strong academic record
• 2) Masters in Business Administration (MBA) and/or Charted Financial Analyst (CFA) and/or Certified Public Accountant (CPA) Preferred
• 3) Four plus years of full-time experience with a top I-banking, Private Equity, Investment Fund, Family Office or Consulting Firm
• 4) Prior experience with financing and loan applications and the relevant terms
• 5) Real estate specific coursework or work experience is preferred
• 6) Knowledge of private equity industry, market participants, investment structures and current trends
• 7) Must be able to work in the office each and every day as this is not a remote or hybrid position
• 8) Willingness to travel domestically as needed
• 9) Availability and willingness to work outside normal business hours at times, whether early or late, and including weekends as required by transaction schedules and expectations

Computer

• 1) Excellent Excel, SQL and PowerPoint skills,
• 2) Strong Excel skills (advanced formulas and functions including VBA / macros required)
• 3) Strong PowerPoint proficiency (experience working on client deliverables a plus)
• 4) Proficiency in Argus, Yardi, Costar and Real Capital Analytics preferred
• 5) Knowledge of research products including: Capital IQ, Pitchbook, FactSet, Thomson One, 451 Research, Hoovers, IBISWorld, DealNexus, PrivCo, Corpfin, OneSource, and First Research experience is a plus
• 6) Utilize tools such as DealCloud
• 7) Prepare and manage virtual data rooms and coordinate client and third-party due diligence

Skills

• 1) Excellent interpersonal and communication skills
  • a) Verbal and written communication of complex information that is accurate, timely, and based on sound judgment
  • b) Excellent organizational skills and attention to detail
  • c) Establish and maintain harmonious working relationships with co-workers, staff, and external contacts
  • d) Ability to interact with executives, consistently present yourself in a professional manner and appropriately represent in social situations
  • e) Effective communicator, able to adapt communication style to different audiences
  • f) Outstanding client service mindset and capabilities
• 2) Exceptional work ethic, positive attitude, energy and overall enthusiasm for learning about private assets and financial analytics
  • a) High degree of intellectual curiosity and a demonstrated interest in investing
  • b) Highly self-motivated and intelligent with the ability to work effectively in a team environment; proactive and takes initiative
  • c) Ability to work in a dynamic environment and handle multiple projects
  • d) Planning, organizing, and prioritizing work assignments to manage a high-volume workload in a fast-paced and changing environment, and in completing detailed work with a high degree of accuracy.
  • e) Personal and professional integrity beyond reproach
  • f) Absolute discretion in handling confidential business information
  • g) Self-starter attitude with the ability to take initiative, work independently and take ownership of assignments
  • h) Ability to work with and contribute to a small, dynamic team
  • i) Ability to work under tight deadlines in a demanding work environment
  • j) Critical/strategic thinking capability
  • k) Strong sense of urgency and competitiveness
• 3) Exceptional technical, analytical, financial modeling and quantitative skills
  • a) Ability to transform raw data into insight for the business
  • b) Exceptionally high attention to detail when managing and analyzing large data sets
  • c) Constantly implement and improve process and technology
  • d) Excellent knowledge of accounting principles
  • e) Deep analytical and accounting proficiency; skilled in modeling and financial analysis
  • f) Strong understanding of accounting principles, financial instruments, and investment products
  • g) Sound understanding of economic and investment theory and practices
  • h) Corporate and private equity valuation metrics and markets.
  • i) Strong data/quantitative prowess with excellent spreadsheet/Excel, SQL, and analytical skills