Specialty Finance Associate

Major Responsibilities

• Develop and manage complex financial models, including three statement modeling and comparable analyses
• Perform comprehensive and in-depth company and industry research and track current market activity
• Track quarterly earnings for key investments and airlines, including updating internal tracking and escalate any key themes or findings
• Involve in all aspects of deal making, including drafting committee memos, liaising with management and execution / closing matters
• Engage in business development and identifying potential investment themes and idea generation

Qualifications

• Undergraduate degree in an accredited institution is required
• One to two years of Investment Banking, Capital Markets, Research or Investing experience is highly preferred
• Expert with advanced functions of Excel and building financial models
• Excellent organizational skills, attention to detail, and the ability to complete assignments in a timely manner with minimal direction
• Strong analytical skills including the ability to read and assess individual and company financial statements, tax returns, cash flow, industry and competitive analysis and projections
• Able to deal with ambiguity, analyze, and create solutions
• Detail oriented, self-motivated, and service-oriented
• Ability to develop good working relationships with internal teams and external advisors
• Team player; willing to perform tasks necessary to achieve common goals
• Strong communication skills, both written and verbal