Investment Analyst: Growth, Valuation & Strategy

Watco Companies, Inc.; Overland Park (KS); Presencial; USD 70.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Outstanding culture

Competitive compensation

Leadership development programs

Career advancement

Descripción de la vacante

Watco Companies, Inc. in Overland Park, KS is seeking an Investment Analyst to evaluate growth opportunities through financial modeling and due diligence. You will prepare proposals, support decision-making, and interact with senior leadership across Finance and Operations.

The role requires a analytic mindset, solid Excel skills, and the ability to manage multiple projects with minimal supervision in a fast-paced environment. Travel is minimal.

Formación

• Bachelor's degree in finance, economics, business, or related field.
• 1-5 years' work experience as Financial Analyst, Investment Analyst, or similar role.
• Strong analytical and quantitative skills, with proficiency in financial modeling and valuation techniques.
• Excellent written and verbal communication skills.
• Ability for minimal travel.

Responsabilidades

• Perform financial analysis and modeling to assess the viability and profitability of investment opportunities.
• Conduct thorough due diligence, including market research, financial analysis, and risk assessment, to evaluate potential investment projects.
• Prepare investment memoranda, investment proposals, presentations and provide recommendations for senior management and investment committee.
• Review of materials specific to an opportunity including; financials, lease agreements, customer agreements, labor and benefits agreements, and more.
• Collaborate with cross-functional teams, including commercial, operations, engineering, real estate, environmental and other groups, to gather relevant information and insights for investment evaluation.
• Assist in the preparation of financial forecasts, investment valuations, and performance reports for existing investments.
• Contribute to the development and maintenance of financial models and databases to support investment analysis and reporting.
• Analyze and report on current financial performance including variance analysis to prior year with the ability to dig into major drivers of growth or decline.
• Manage projects with minimal oversight with personal foresight to ask for assistance when needed.
• Synthesize large amounts of information into a manageable and actionable summaries.

Conocimientos

Financial modeling

Valuation

Excel (advanced formulas)

Data analysis

Communication skills

Educación

Bachelor's degree in finance, economics, business, or related field

Herramientas

Excel macros

VBA scripting

Descripción del empleo

Watco Companies, Inc. in Overland Park, KS is seeking an Investment Analyst to evaluate growth opportunities through financial modeling and due diligence. You will prepare proposals, support decision-making, and interact with senior leadership across Finance and Operations.

The role requires a analytic mindset, solid Excel skills, and the ability to manage multiple projects with minimal supervision in a fast-paced environment. Travel is minimal.