Investment Analyst - High Country Search Group : Job Details

Client Overview:

Our client is a dynamic family office with a proven track record of entrepreneurial success across a diverse range of business ventures. With a focus on value creation and innovation, the firm has a strong presence in multiple sectors, including commercial and residential real estate, hospitality, and manufacturing. Operating from their Los Angeles headquarters, they have a long history of investing in and developing high-quality assets throughout the Western United States.

Job Overview:

Reporting to the Principals, the Investment Analyst will play a vital role in supporting the firm across the full investment lifecycle including– financial analysis, market research, due diligence, financing, business plan development, and closing. The ideal candidate will have a strong foundation in finance and accounting, acumen for problem solving, willingness to learn, a focus on detail, strong communication skills and an ability to operate in a high pressure, entrepreneurial environment.

Investment Analysis and Due Diligence

• Conduct in-depth due diligence on potential investments, including financial, operational, and legal aspects.
• Develop and maintain financial models for acquisition and valuation purposes.
• Perform qualitative and quantitative initial investment screening.
• Review offering memoranda, management presentations, purchase agreements, and other transaction materials.
• Conduct market and industry research on potential investments and current portfolio.

Financial Modeling and Analysis

• Build and maintain detailed financial models utilizing Excel and Argus for acquisition and development projects.
• Assist in negotiations with lenders and investors through the analysis of various capital structures and cash flow distribution waterfalls.
• Support firm and portfolio companies with ad-hoc financial analysis, as required.

Investment Management and Support

• Monitor and report on monthly performance and KPIs at portfolio companies.
• Support asset management activities, including repositioning strategies, refinancings, and dispositions.
• Coordinate closings of transactions and correspondence between internal departments and external parties.
• Prepare presentations and materials for Principals, investors, and lenders.
• Foster open communication, trust, and collaboration with lending institutions to secure favorable terms and conditions for financing needs.

Qualifications and Desired Experience:

• Undergraduate degree with a preferred concentration in finance and/or accounting.
• 2-4 years of relevant work experience as a generalist, in a transaction-oriented role within a private equity firm, family office, investment banking, management consulting, or similar positions.
• In-depth knowledge of finance, valuation, and capital markets.
• Strong financial analysis and quantitative skills, including experience with financial modeling.
• Preferred experience with Argus software, but not required.
• Proficiency in Microsoft Office Suite, especially Excel, PowerPoint, and Word.
• Excellent critical thinking and problem-solving abilities.
• Meticulous attention to detail and a commitment to high-quality work.
• Exceptional organizational skills and the ability to manage multiple tasks effectively.
• Clear and persuasive communication and presentation skills, with the ability to explain complex concepts and recommendations.
• Proven ability to represent the company professionally in the market and with external stakeholders.

Additionally, the ideal candidate will be a highly motivated and proactive team player who thrives in an entrepreneurial, collaborative environment. They should be able to work independently while also contributing effectively to a team. A strong desire to learn and a willingness to travel occasionally are essential. The position is a full-time, in-person role based in the firm's Los Angeles office.