New Position Available: Associate in the Southwest Region

Posted by Steve Flynn on 9/17/14 8:00 AM

We have a new position available for an Associate based in the Southwest region of the US.

Position Summary:  The Associate will be focused on financial services private equity (M&A and portfolio management) including monitoring an existing investment in a top 30 mortgage lender and servicer.  The Associate will work closely with other investment professionals to analyze, develop and execute strategies that will enhance investment returns and optimize the capital structure and the cost of capital for new and existing investments.   Additionally, the Associate will be responsible for evaluating new acquisition opportunities, primarily in the mortgage and broader financial services sector.  To learn more, visit our website and apply to job #174 on our website.

Essential Functions:

  • Build and maintain detailed financial models to support investment decisions; these modeling activities include creating complex financial statements, valuation models, and LBO analyses
  • Monitor market and industry trends
  • Research and analyze target industries and proactively identify new investment opportunities
  • Perform all aspects of due diligence and underwriting a transaction
  • Prepare presentation materials for senior management regarding new and existing investments
  • Provide support to various portfolio monitoring initiatives, including the development and maintenance of reporting tools used by senior management
  • Assist with ad hoc strategic projects

Required Knowledge, Skills and Abilities:

  • Strong analytic and financial modeling skills
  • Excellent written and verbal communication skills
  • Demonstrated ability to prioritize work and manage time
  • Understanding of financial statements
  • A self-teacher and quick learner able to pick up the technical skills necessary for any project
  • Hard working, detail-oriented and committed to producing great end results
  • Ability to thrive in a fast-paced, rapidly changing work environment
  • Team player with a positive attitude

Education:  Bachelor’s Degree in Business, Finance or related field


  • 3 to 6 years of experience in investment banking, private equity or other finance-related field
  • FIG Investment banking a huge plus
  • Specialty finance or residential real estate experience a plus

Computer Skills:

  • Strong Excel and PowerPoint skills a must
  • Experience with SQL, CAS and VBA a plus 

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 mitigates, 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
  • Teamwork:  Fosters collaboration among team members and business partners, and uses capabilities to achieve team goals

To learn more and apply, please visit our website and apply to job #174.

Apply: Associate - Southwest Region

Tags: Phoenix Group International, Careers