Principal Investments Team Analyst/Associate

Selby Jennings; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

Selby Jennings is seeking a Principal Investments Team Analyst/Associate in New York City. The role involves evaluating investment opportunities, building complex financial models, and supporting all stages of transactions from evaluation to closing.

The candidate should have 1–4 years of investment banking or related experience, strong modeling skills, and the ability to work across multiple industries in a fast-paced, entrepreneurial environment.

Qualifications

• Bachelor's degree with strong academic record.
• 1-4 years of experience in Investment Banking or related financial role.
• Advanced Excel and PowerPoint skills.
• Strong financial modeling and valuation capabilities.
• Excellent analytical and problem-solving abilities.

Responsibilities

• Evaluate potential investment opportunities across a variety of industries and business models.
• Build and maintain detailed financial models, including operating models, valuation analyses, merger models, LBOs, and return sensitivity analyses.
• Conduct company, industry, market, and competitor research to support investment recommendations.
• Perform financial, commercial, and operational due diligence on prospective investments.
• Assist in the preparation of investment memoranda, committee presentations, and other materials for senior leadership.
• Support transaction execution from initial evaluation through closing.
• Analyze capital structures, financing alternatives, and transaction risks.
• Coordinate diligence processes with management teams, advisors, lenders, consultants, and legal counsel.
• Monitor existing investments and assist with portfolio management initiatives.
• Track market trends and emerging investment opportunities across sectors.
• Support strategic projects and special situations as needed.
• Work directly with senior investment professionals on live transactions and investment decisions.

Skills

Financial modeling

Valuation

Due diligence

M&A knowledge

Analytical thinking

Communication

Attention to detail

Time management

Investment evaluation

Education

Bachelor's degree

Tools

Excel

PowerPoint

Job description

Principal Investments Team Analyst/Associate | New York City

Responsibilities

• Evaluate potential investment opportunities across a variety of industries and business models
• Build and maintain detailed financial models, including operating models, valuation analyses, merger models, LBOs, and return sensitivity analyses
• Conduct company, industry, market, and competitor research to support investment recommendations
• Perform financial, commercial, and operational due diligence on prospective investments
• Assist in the preparation of investment memoranda, committee presentations, and other materials for senior leadership
• Support transaction execution from initial evaluation through closing
• Analyze capital structures, financing alternatives, and transaction risks
• Coordinate diligence processes with management teams, advisors, lenders, consultants, and legal counsel
• Monitor existing investments and assist with portfolio management initiatives
• Track market trends and emerging investment opportunities across sectors
• Support strategic projects and special situations as needed
• Work directly with senior investment professionals on live transactions and investment decisions

Qualifications

• 1-4 years of experience in Investment Banking, Leveraged Finance, Capital Markets, M&A Advisory, Corporate Development, Private Equity, or a related financial role
• Strong financial modeling and valuation capabilities
• Experience supporting M&A, financing, restructuring, or investment transactions
• Advanced proficiency in Excel and PowerPoint
• Excellent analytical, quantitative, and problem‑solving skills
• Strong attention to detail and ability to manage multiple workstreams simultaneously
• Effective written and verbal communication skills
• Ability to thrive in a fast‑paced and entrepreneurial environment
• Bachelor's degree with a strong academic record

Preferred Qualifications

• Experience within a bulge bracket or middle‑market investment bank
• Exposure to M&A, leveraged finance, ECM, DCM, sponsor coverage, or principal investing transactions
• Demonstrated interest in investing and long‑term value creation
• Ability to work across multiple industries rather than a single sector focus
• Entrepreneurial mindset with a willingness to take ownership and operate in a lean team environment
• Experience with programming, data analytics, or quantitative analysis is a plus