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Our client is looking for a Senior Analyst to join their team in Dallas, TX. The Senior Analyst will be a member of the team primarily focused on the management and monetization of one or more assets and/or operating companies. The Senior Analyst will support the Director of the Capital Team with capital analysis and management. If you are interested in applying, please visit job #194 on our careers website.
Location: Dallas, TX
Reports to: Director
Department: Opportunity Fund – Asset Management
Essential Functions:
- Drive timely communication and reporting between the operating company team and Fund leadership
- Structure/build detailed financial models to support reporting requirements
- Analyze impact of various operational scenarios on portfolio company capital structures
- Own fund and investor reporting process, including monthly scorecards
- Manage investment capital requirements and process all funding requests
- Drive the quarterly portfolio company valuation process
- Evaluate current banking relationships and ensure return on fees awarded and credit outstanding
- Monitor portfolio company debt levels and recommend investments when sensible
- Ensure visibility into debt covenant compliance
- Provide support to asset management initiatives of existing investments including but not limited to financial analysis, developing business plans and other ad hoc strategic projects
- Author presentation materials and supporting documentation
- Understand key industry trends and investment implications
Required Knowledge, Skills and Abilities:
- Strong financial modeling and quantitative skills
- Knowledge of financial statements, valuations and cash flows
- Excellent interpersonal skills, including ability to communicate clearly and concisely both orally and in writing with all levels of management
- Ability to work with detailed financial or other data and to understand and vocalize concerns and macro implications
- Ability to work autonomously and as a member of a team; team player with a positive attitude
- High attention to detail and accountability in analytical assessments, but with the aptitude to maintain a big picture perspective
- Ability to thrive in a fast-paced, rapidly changing work environment
- Strong business judgment and decision making
- Hard working, detail-oriented, and committed to producing great end results
- Demonstrated ability to prioritize work and manage time
- Excellent project management and problem solving skills
- Ability to work in a dynamic, deadline-driven environment with low to moderate supervision
- Self-starter with the ability to multi-task
- A self-teacher and quick learner able to pick up the technical skills necessary for any project
- Ability to independently author presentations in Word and PowerPoint
Education:
- Bachelor’s Degree in Business, Finance or related field required
Experience:
- 2-4 years of experience in investment banking, private equity or other finance-related field required
Computer Skills:
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) required
- Expert Excel skills required
Desired Organizational Competencies:
- Accountability - Demonstrates a commitment to and responsibility for accomplishing individual, team and business objectives
- Drive - Consistently achieves challenging goals/objectives, and demonstrates an ability to create value and maximize results
- Planning- Identifies business needs, problems and risks proactively, and develops well founded plans that specify strategies, actions/solutions, risk mitigants and desired results
- Critical Thinking / Judgment - Commits to an action after developing alternative solutions that are based on logical assumptions and factual information and that take into consideration resources risks and organizational values
- Adaptability - Exhibits the capacity to successfully change and evolve one’s actions, opinions and behavior as a result of changing priorities or environment
- Communication Skills - Proactively communicates in the appropriate medium with clarity and focus at the right level to ensure delivery has the appropriate impact
- Influential Leadership - Leads with confidence and conviction, and is able to establish credibility, trust, and respect among team members
- Team Work - Fosters collaboration among team members and business partners, and uses capabilities to achieve team goals
Compensation / Benefit Package:
Salary: commensurate with experience
Bonus: discretionary annual bonus
Vacation/Sick: 19 days per year on PTO plan
Parking: Company-paid, covered garage parking
Dress Code: Business Casual
Benefits: Medical, Dental, Vision, 401(k), Short and Long Term Disability, Basic and Voluntary Life Insurance, Flexible Spending Account, Child Care Subsidy, Tuition Reimbursement, Discounted Athletic Membership
This position has been filled. If you're interested in viewing our current open positions, click here.
