Senior Investment Analyst

Great opportunity to join an active family office with a diversified investment strategy across private equity, real estate, and direct investments.Compensation range: up to 125k base plus bonusPrincipal ResponsibilitiesAnalysisProvide quantitative analysis on specific investment opportunities, including:Data analysisFinancial modeling, andMarket research – consumer, industry, competitiveSupport the due diligence process for all investments.Present investment analysis to Cudlob’s investment committee for approval.Perform a variety of analysis on the portfolio and the individual assets on an ad-hoc, monthly and quarterly basis.Perform return analysis, benchmark analysis, investment analysis, cash flow analysis, financial statement analysis, etc.ReportingMonitor investments by providing analytical reporting (e.g., tracking returns, cash flows, costs, etc.) that helps drive investment decisions.Extract data from various systems (internal general ledger and various online databases/sources – PitchBook, Prequin, Bloomberg), analyze the data to extract the “answer” and synthesize for easy understanding by management.Interaction with third-party providersWork with brokers, sellers, legal counsel, accountants, advisors and lenders to generate deal flow, analyze investment opportunities and bring the investment process to a successful conclusion.MiscellaneousProvide assistance on special projects throughout the year.Skills RequiredEducationBachelor’s degree in finance, accounting or other business-related field or equivalent work experience.Academic or work experience in data analytics, regression, what if, database query, and other data analyses.Very strong skills in Excel and database management.Technical2+ years of experience as an investment analyst in either PE or a Real Estate firmUnderstanding of financial concepts such as IRR, NPV, cap rates, etc.Skills in PowerPoint and similar programs.