Phoenix Group International is recruiting for an Associate Analyst position in the midwest. If you are interested in applying, please learn more on our website, and apply to job #164.
Our client is a dynamic, fast-growing private investment company. Our client’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. They know what it takes to operate successfully in the markets they target.
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.
Our client is seeking an Associate with talent, skills, experience, and sophistication to support the company’s disciplined analytical approach to the creation of structured financial products and solutions.
ASSOCIATE ANALYST POSITION INFORMATION
The successful candidate 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 proven track record in quantitative and qualitative analysis in finance, investments, insurance, or private equity.
They must possess strong business acumen and a demonstrated ability to analyze and value the most complex financial assets to understand the risks and rewards leading to investment recommendations. Strategic intelligence that enables them to see beyond the data, sort through alternative, and ask “what if”, strong 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 of 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.
The Associate 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
KNOWLEDGE, EDUCATION AND SKILLS
Skills for success in this role include:
- Strong financial modeling and analysis skills
- Solid understanding of business and finance
- Highly proficient in Microsoft Excel and Access
- Interpersonal skills
- Communication skills
EDUCATION AND EXPERIENCE
5-7 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 in Mathematics, Finance, Accounting, Business Administration, Economics or related area is preferred; and Master’s degree in related field ideal.
If you are interested in learning more, please feel free to register and apply on our website to job #164.