New Career Opportunity Available: Analyst in the Midwest

Posted by Steve Flynn on 4/9/15 10:23 PM


This position has been filled.
If you're interested in viewing our current open positions, click here.

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Headquartered in the midwest, our client is a dynamic, fast-growing private investment company.  The firm’s principals have more than six decades of experience leading some of the most successful operating and financial firms.  The company takes a day-to-day operational approach to investing.  The principals have managed operating companies and that experience sets our client apart from other investors. We know what it takes to operate successfully in the markets they target.  The infrastructure is designed to respond promptly to the opportunistic environment in which they operate.

Our client aligns its interests with their partners. They develop winning partnerships that meet the needs of their partners, investors and principals. Their approach and expertise delivers value to its partners beyond the capital they invest.  They take pride in their mission. They purposefully seek out professionals with the experience to help the firm achieve its goals and fulfill its mission. To that end, they are committed to staying at the forefront of their industry and growing.  If you are interested in applying for the position, you can apply to job #185 on our careers website.

OUR CLIENT

The mission of our client is to value, acquire, and liquidate complex financial assets. They leverage an extensive origination network and a flexible, data intensive and operationally focused underwriting platform. They operate with transparency, integrity and a sense of urgency. Their goal is to generate consistent, reliable, and predictable profits by building long-term investment partnerships.

They are seeking an Analyst with talent, skills, experience, and sophistication to support the company’s disciplined analytical approach to the creation of structured financial products and solutions.

ANALYST ROLE

This individual will develop both operational and financial expertise in a variety of non- traditional asset classes, including but not limited to: non-mortgage consumer debt in various stages of distress, residential mortgage debt and real estate, litigation credit advance, and receivables from personal injury and worker’s comp insurance claims. They will support new partner and investment due diligence, trade underwriting/valuation, and portfolio management operations. Tasks will be varied, but will necessarily involve financial analysis and research, investment valuation, critical thinking, presentation of results and communication with operating partners.

The ideal candidate will be an independent, driven individual with a solid understanding of quantitative and qualitative analysis in finance, investments, insurance, or private equity.

They will possess natural business acumen and a demonstrated ability to analyze assets to understand the risks and rewards leading to investment recommendations. Strategic intelligence that enables them to see beyond the data, sort through alternatives, and ask “what if”, problem solving talent, and good analytical judgment are also fundamentals of success in this role. It is essential that this person exhibits the interpersonal know-how to work with a wide variety of individuals at all levels, as well as strong organizational skills and the ability to manage competing priorities and deliver accurate, timely work product.

The right candidate will play an integral part in the client’s team, as well as in the future expansion of the company. The diverse nature of this role dictates immersion and involvement in many aspects of the business and allows for a flexible role design based on the individual talents, interests, and experiences of the right candidate.

ROLES AND RESPONSIBILITIES

This individual’s primary responsibility is to support new partner and investment due diligence, trade underwriting/valuation and portfolio management operations to help our client fulfill its mission. While not a comprehensive list, specific job duties associated with the key areas of support are listed below.

PRIMARY RESPONSIBILITIES


The Analyst’s responsibilities include the following:

  • Leverage all relevant data to analyze asset liquidity and value
  • Develop, manage, and analyze performance models for underwriting asset pools
  • Develop and present Investment Committee memorandums
  • Create, monitor, and analyze partner performance at the portfolio level
  • Support due diligence on partnership opportunities
  • Utilize tools to ensure accuracy of models and reporting output
  • Identify operational improvements, trends, and opportunities as a key team 
contributor
  • Serve as contact point supporting data management of existing and future 
partnerships
  • Analyze and communicate ongoing results and analytical strategy changes to team 
members
  • Assist in the development of company presentations and correspondence
  • Support ad-hoc and project work

TALENTS, KNOWLEDGE, EDUCATION AND SKILLS


As a talent-based organization, our client believes the right candidate will have the innate talent, along with skills, knowledge, and experience to be successful in this role. The Analyst must possess at a minimum the following:

Talents for success in this role include:

  • Analytical
  • Problem solver
  • Broad thinking, sees beyond the trees
  • Strategic, considers the “what if”
  • Creativity
  • Sound judgment
  • Seeks input
  • Open minded, flexible thinker
  • Independent
  • Persistent
  • Drive, self-motivated
  • Responsible, follows through
  • Highly organized
  • Multi-tasks, coordinate
  • Focused, prioritizes work
  • Detailed, high degree of accuracy
  • Energized in a fast-paced environment
  • Collaborator
  • Clear in communication
  • Builds strong relationships
  • Works well with differing personalities
  • Ethical, trustworthy 
Skills for success in this role include:
  • Financial modeling and analysis skills
  • Understanding of business and finance
  • Highly proficient in Microsoft Excel and Access
  • Interpersonal skills
  • Communication skills 
Education and experience
  • 0-3+ years of investment, investment banking, corporate finance, private equity, insurance, or similar experience. Experience in the consumer debt buying and recovery industry preferred.
  • Bachelor’s degree. Degree in Mathematics, Finance, Accounting, Business Administration, Economics or related area is preferred

WILL OUR CLIENT BE A FIT FOR YOU?

They are excited to find the right individual who can join our team and be a right fit for them and the partners they serve.  The Analyst will easily assimilate into the company culture and embrace its core values. They will be open, honest and earnestly collaborate as a team, but possess the ability to work independently. They will be a positive addition to the team who will provide daily motivational influences to help improve the company as a whole. They will be genuine and sincere, loyal, possess integrity, and follow through on promises. They will readily accept accountability to the client.


This position has been filled.
If you're interested in viewing our current open positions, click here.

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Tags: Careers