Investment Analyst (Summer 2027 Start Date)

Deutsch Creative; New Orleans (LA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Life insurance and disability

401(k) with company match

Employee stock program

Training & development opportunities

Paid personal & vacation time

Paid parental leave

Gym membership

Employee assistance program

Firm-wide retreats

Service awards

Company swag

Holiday parties

Community service opportunities

Job summary

Advantage Capital, a US-based investment firm, seeks an Investment Analyst for a Summer 2027 start. The role supports financial analysis, forecasting, and deal execution across multiple industries.

Travel for on-site due diligence is required, with collaboration on underwriting and closing of subordinated debt, senior debt, venture capital, and growth equity transactions, along with portfolio-monitoring support.

Qualifications

• Bachelor’s degree in finance, accounting, or related field.
• 0-1 years of relevant work experience preferred.
• Proficiency in Microsoft Office (Excel, Outlook, PowerPoint, Word)
• Financial analysis and modeling experience
• Excellent verbal and written communications skill

Responsibilities

• Assist with financial analysis and forecasting.
• Meet with management and conduct on-site due diligence with travel across the United States a few days per month.
• Work on deal teams during due diligence, underwriting, and closing of subordinated debt, senior debt, venture capital, or growth equity transactions.
• Prepare financial models and investment presentations for internal committee approval.
• Support portfolio-company monitoring activities (quarterly reviews, board calls, follow-on investments).
• Be a point-of-contact for existing portfolio companies.
• Learn program structures of New Markets Tax Credits, Solar, Rural Jobs & Investments Act, and other programs.
• Collaborate with legislative and compliance teams to capture investment impact and job data.

Skills

Financial analysis

Financial modeling

Verbal communication

Written communication

Education

Bachelor’s degree in finance, accounting, or related field

Tools

Excel

PowerPoint

Word

Outlook

Job description

Investment Analyst (Summer 2027 Start Date)

Hiring in multiple locations: Austin, TX; New Orleans, LA; & St. Louis, MO

Role Overview

Advantage Capital is seeking an Analyst to assist with financial analysis and forecasting. Other duties include:

• This position will start Summer 2027***
• Evaluate potential equity and/or debt investments in operating companies in various industries, which provide a measurable impact alongside financial return.
• Meet with management and conduct on-site due diligence as part of the investment process. This entails travel across the United States a few days per month.
• Work on deal teams during the due diligence process, underwriting, and closing of various types of transactions including subordinated debt, senior debt, venture capital, growth equity.
• Prepare financial models and help craft and pitch investment presentations for internal committee approval.
• Work with senior deal team members in portfolio-company monitoring activities (i.e., quarterly reviews, board calls, follow-on investments).
• Be a point-of-contact for existing portfolio companies.
• Learn the program structures of New Market Tax Credits, Solar, Rural Jobs & Investments Act and other state and federal programs.
• Work with legislative and compliance team to capture investment impact and job data.

Qualifications

• Bachelor’s degree in finance, accounting, or related field (or estimated graduation date spring/summer 2027)
• 0-1 years of relevant work experience preferred
• Proficiency in Microsoft Office (Excel, Outlook, PowerPoint, Word)

Financial analysis and modeling experience

Excellent verbal and written communications skill

About Advantage Capital

Founded in 1992, Advantage Capital has endeavored to generate competitive investment returns while fulfilling our mission of bringing businesses and jobs to markets that historically lack access to investment capital. We have levered $3.3 billion in capital raised in connection with federal new markets tax credits and companion state tax credit incentive programs to invest approximately $4.2 billion in more than 900 small businesses in 39 states and the District of Columbia. In total, Advantage investments have supported 67,900 jobs. We expanded our syndication platform in 2015 to the affordable housing space and in 2016 launched our renewable energy business line, experiencing rapid growth.

Perks at Advantage Capital

• Competitive medical, dental and vision insurance
• Life insurance, disability, and long-term care
• HRA and HSA with annual company deposit
• 401(k) with company match
• Employee stock program
• Training & development opportunities
• Paid personal & vacation time
• Paid parental leave
• Gym membership
• Employee assistance program
• Firm-wide retreats
• Service awards
• Company swag
• Holiday parties
• Community service opportunities