An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
Monday to Friday (In-Office) Atlantic Group is hiring an Investment Analyst in Palm Beach, FL for our client. This role supports investment analysis, financial modeling, due diligence, portfolio monitoring, and transaction execution within a growing investment firm. The ideal candidate has a strong foundation in accounting or finance, excellent analytical skills, and an interest in investment management and alternative investments. Responsibilities as the
Investment Analyst:
Investment Analysis:
Build and maintain financial models, evaluate investment opportunities, perform underwriting analyses, and support due diligence for prospective transactions.
Portfolio Monitoring:
Monitor portfolio performance, analyze financial and operational results, support valuation processes, and identify trends, risks, and performance opportunities across investment holdings.
Due Diligence & Research:
Conduct company, industry, market, and asset-level research while reviewing financial information, legal documentation, and third-party diligence materials.
Investment Committee Support:
Prepare investment memoranda, valuation materials, presentation decks, and other analyses supporting investment committee decisions and transaction execution.
Fundraising & Strategic Projects:
Assist with investor reporting, fundraising materials, limited partner due diligence requests, and cross-functional initiatives supporting firm growth and operations.
Market Intelligence:
Track market trends, identify emerging investment opportunities, maintain investment pipeline data, and contribute to sourcing efforts across alternative asset classes. Qualifications for the
Investment Analyst:
Education:
Bachelors degree in Accounting, Finance, Economics, or a related field is required.
Experience:
2-5 years of experience in public accounting, transaction advisory, financial due diligence, valuation, investment banking, private equity, or alternative asset management is required.
Industry Knowledge:
Experience supporting private equity, private credit, financial due diligence, valuation, mergers and acquisitions, or alternative investments is preferred. Strong understanding of financial statement analysis, valuation methodologies, and investment underwriting is required.
Technical Skills:
Advanced Microsoft Excel and financial modeling skills are required. Experience with DealCloud, valuation software, or similar investment management platforms is preferred. CFA designation or progress toward the CFA is preferred.
Skills & Attributes:
Strong analytical, quantitative, and communication skills with exceptional attention to detail, intellectual curiosity, the ability to manage multiple priorities, collaborate with senior investment professionals, synthesize complex information, and demonstrate a long-term interest in private investing and alternative asset management.
Application Notice:
Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
