Investment Analyst - Capital Markets & Private Equity

Wingspan Development Group; Mount Prospect (IL); On-site; USD 65,000 - 105,000; Full time

Job summary

Wingspan Capital Group seeks an Analyst to support capital markets, investor relations, private equity, strategic advisory, and family office initiatives. You will develop complex financial models, conduct valuations, and assist in underwriting investments and transactions.

You will work closely with senior leaders, gaining exposure to M&A, portfolio management, fund development, and strategic finance initiatives across the Nicholas Family of Companies.

Qualifications

• 1-3 years of experience in investment banking, private equity, corporate finance, commercial real estate, consulting, transaction advisory, or financial planning and analysis.
• Internship experience in finance, investments, real estate, private equity, or capital markets will also be considered.
• Advanced Microsoft Excel and financial modeling capabilities.
• Experience with Power BI, Tableau, or similar reporting platforms preferred.
• Experience with AppFolio, SharePoint, CRM systems, or data management platforms preferred.
• Familiarity with AI-enabled productivity tools and financial research platforms.

Responsibilities

• Build, maintain, and enhance sophisticated financial models for investment, development, acquisition, and financing opportunities.
• Perform valuation analyses utilizing DCF, comparable company, precedent transaction, and other relevant methodologies.
• Evaluate debt and equity financing alternatives and analyze capital stack optimization scenarios.
• Assist in underwriting investments, acquisitions, joint ventures, and strategic initiatives.
• Monitor portfolio company and project performance against underwriting assumptions and investment objectives.
• Support debt and equity capital raising activities, including preparation of financial analyses and investor materials.
• Assist with credit facility evaluations, lender presentations, and financing requests.
• Support transaction execution activities, including due diligence, data room management, financial packaging, and closing processes.
• Research capital markets trends, financing structures, interest rate movements, and investor sentiment.
• Track economic, demographic, real estate, construction, and capital market trends.
• Conduct industry research and competitive analyses to support investment decisions.
• Prepare analyses of comparable projects, transactions, and investment opportunities.
• Develop market intelligence reports for executive leadership and investment committees.
• Monitor macroeconomic indicators affecting portfolio companies and investment performance.
• Assist with preparation of quarterly investor reports, newsletters, and performance updates.
• Support investor onboarding, diligence requests, and information management.
• Research and respond to investor inquiries in coordination with Investor Relations leadership.
• Prepare investor presentations, fundraising materials, and marketing collateral.
• Maintain accurate investor and fundraising data within firm reporting systems.
• Enhance the visual quality and effectiveness of internal and external communications.
• Translate complex financial analyses into concise, actionable insights for decision makers.
• Leverage emerging technologies and AI tools to improve reporting efficiency and communication effectiveness.
• Maintain accurate data and documentation within AppFolio, SharePoint, and other reporting systems.
• Organize transaction, investor, financing, and due diligence materials.
• Improve workflows and reporting processes through automation and best practices.
• Assist in developing scalable reporting infrastructure to support future growth of Wingspan Capital Group.
• Participate in special projects involving wealth management, investment strategy, and family office development.
• Provide analytical support for strategic initiatives across the Nicholas Family of Companies.

Skills

Advanced Excel

Financial modeling

Analytical thinking

AI tools familiarity

Tools

Power BI

Tableau

AppFolio

SharePoint

CRM systems

Job description

Wingspan Capital Group seeks an Analyst to support capital markets, investor relations, private equity, strategic advisory, and family office initiatives. You will develop complex financial models, conduct valuations, and assist in underwriting investments and transactions.

You will work closely with senior leaders, gaining exposure to M&A, portfolio management, fund development, and strategic finance initiatives across the Nicholas Family of Companies.