Investment Analyst
About the Firm
We are a leading private investment firm headquartered in Atlanta, GA, specializing in debt and equity investments across the business services and industrials sectors. With a long-standing track record of successful investments and value creation, we partner with management teams and business owners to support growth, operational improvement, and strategic transformation. Our firm manages capital on behalf of institutional investors, family offices, and high-net-worth individuals, and is known for its disciplined investment approach, collaborative culture, and deep industry expertise.
Position Overview
We are seeking a highly motivated and detail-oriented Investment Analyst to join our growing team. This role offers a unique opportunity to gain hands-on experience in private equity and private credit investing, working closely with senior professionals on all aspects of the investment lifecycle. The Analyst will play a critical role in evaluating new investment opportunities, conducting due diligence, building financial models, preparing investment committee materials, and supporting portfolio company initiatives.
Key Responsibilities
- Conduct in-depth industry research and competitive analysis within the business services and industrials sectors.
- Build and maintain detailed financial models, including LBO, DCF, and operating models, to evaluate investment opportunities.
- Assist in the preparation of investment memoranda and presentations for internal and external stakeholders.
- Support due diligence processes, including market analysis, customer and supplier calls, legal and accounting reviews, and coordination with third-party advisors.
- Participate in deal structuring, term sheet negotiation, and transaction execution.
- Monitor portfolio company performance, analyze financial and operational KPIs, and assist in value creation initiatives.
- Collaborate with management teams, board members, and operating partners to drive strategic and operational improvements.
- Track industry trends, macroeconomic indicators, and capital markets developments relevant to the firm's investment strategy.
Qualifications
- Bachelor's degree in Finance, Economics, Accounting, or a related field; MBA or CFA designation is a plus.
- 1-2 years of experience in investment banking, private equity, private credit, management consulting, or a related financial role.
- Strong financial modeling and valuation skills, with proficiency in Excel and PowerPoint.
- Excellent analytical, problem-solving, and critical thinking abilities.
- Exceptional written and verbal communication skills.
- Ability to manage multiple projects simultaneously and work effectively in a fast-paced, team-oriented environment.
- High level of integrity, professionalism, and attention to detail.
Preferred Attributes
- Experience working with lower middle-market companies or founder-led businesses.
- Familiarity with capital structures, credit analysis, and debt financing instruments.
- Understanding of operational metrics and value creation levers in business services and industrials.
- Entrepreneurial mindset with a proactive and resourceful approach to problem-solving.
What We Offer
- Competitive compensation package including base salary, performance bonus, and benefits.
- Exposure to both equity and credit investments across a diverse set of transactions.
- Opportunity to work closely with experienced investment professionals and senior leadership.
- Professional development and mentorship in a collaborative, high-performance culture.
- Career advancement opportunities within a growing firm.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
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