Investment Analyst: Private Equity & Mezzanine (Buy-Side)

Jobot; Dallas (TX); Sur place; USD 100 000 - 140 000; Plein temps

Avantages offerts par ce poste

Signing bonus

Performance bonus

Work-life balance

Senior exposure

Résumé du poste

Jobot is seeking an analytically strong Investment Analyst / Associate to join its private equity team in Dallas, TX. Transition from investment banking to the buy-side and gain direct exposure to private investments across multiple industries.

Responsibilities include building financial models, evaluating subordinated debt and equity structures, and supporting transactions from due diligence through closing. Competitive base, signing bonus, and performance bonus are offered.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 1.5–3 years of experience in Investment Banking, M&A Advisory, Leveraged Finance, or related roles.
• Strong financial modeling, valuation, and financial statement analysis skills.
• Experience supporting M&A transactions, due diligence, or capital raising activities.
• Understanding of debt and equity capital structures, leverage, and investment returns.
• Advanced Excel and PowerPoint proficiency.
• Self-motivated with the ability to work independently in a collaborative environment.

Responsabilités

• Evaluate potential investment opportunities through financial statement analysis, industry research, and business performance assessments.
• Build and maintain detailed financial models, including valuation, cash flow projections, investment returns, and capital structure analysis.
• Analyze investment opportunities involving subordinated debt, preferred equity, and common equity.
• Conduct financial and operational due diligence on prospective portfolio companies.
• Evaluate business models, competitive positioning, management teams, and industry trends.
• Prepare investment memoranda, presentations, and financial analysis to support investment decisions.
• Assist with transaction structuring, execution, and closing activities.
• Work closely with senior investment professionals throughout the investment process.
• Monitor portfolio company performance, financial results, and investment risks.
• Support ongoing portfolio management and strategic initiatives.

Formation

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field

Outils

Excel

PowerPoint

Description du poste

Jobot is seeking an analytically strong Investment Analyst / Associate to join its private equity team in Dallas, TX. Transition from investment banking to the buy-side and gain direct exposure to private investments across multiple industries.

Responsibilities include building financial models, evaluating subordinated debt and equity structures, and supporting transactions from due diligence through closing. Competitive base, signing bonus, and performance bonus are offered.