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Investment Analyst
ORIX USA, LP San Francisco, CA
$73k-102k (estimate)
Full Time | Banking 3 Months Ago
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ORIX USA, LP is Hiring a Remote Investment Analyst

Purpose and Job Summary ORIX USA’s Growth Capital team, the firm’s growth lending division, is seeking to hire an Analyst for their investment team. This role will work in concert with the investment team to develop investment theses, conduct due diligence, finance and structure investments and manage completed investments. The position will be hybrid and there is flexibility between our offices in (i) San Francisco, CA (ii) Seattle, WA (iii) New York, NY (iv) Dallas, TX. As a member of this team, you will receive the opportunity to work in a small, entrepreneurial environment with the resources of a large, global parent organization, ORIX Corporation (NYSE: IX). ORIX USA’s Growth Capital team is a leading provider of debt solutions for high-growth, venture backed, businesses in the technology and healthcare IT sectors in the U.S. The Growth Capital group is one of the early pioneers of technology finance, with a successful investing track record that spans over 20 years and $2.7 billion invested across ~200 companies. The group is proud of its talented team, strong industry relationships and commitment to long term success. Essential Duties & Responsibilities Analyze and filter prospective investments within targeted industries. Provide full analytic support of new and on-going business deals, which includes due diligence and data collection, ensuring accuracy and validity of supplied information. Evaluate industry dynamics and market conditions through industry research and meetings with research analysts, customers, channel partners, and management teams. Analyze company’s financial performance, including operational performance and key performance indicators. Create financial models and communicate key variables and risks with the team. Synthesize findings, develop investment theses, and articulate recommendations to Senior Management Prepare term sheets, credit applications and associated approval documentation. Assist in portfolio monitoring and management for closed transactions, including monitoring, quarterly reporting, and performance analyses at the individual and portfolio level. Establish strong working relationships with other team members, operate effectively with minimal oversight while meeting tight timelines. Assist as needed with other assignments and in outside business development efforts. Education, Skills & Experience Required Bachelor’s degree from an accredited university with a degree in finance, economics, or related field with a 3.5 minimum GPA Strong desire and ability to learn. Up to two years of experience in technology-centric venture capital, investment banking, private equity, consulting, or related fields with relevant internship Prior direct investing/investment banking or lending/credit experience preferred but not required. Hands-on experience creating financial models and supporting all phases of financial planning, including forecasting, reporting, and analytics is required. High proficiency in Microsoft Excel, Word, and PowerPoint Sound business judgment and decision-making abilities Excellent organizational, communication, presentation, and interpersonal skills Ability to manage multiple assignments simultaneously. Ability to work independently. Flexibility and ability to work under pressure with tight deadlines and constant interruptions; ability to adjust priorities in a rapidly changing environment. Annual base salary gross: $85,000 - $105,000. (NY only) The base salary range represents the estimated low and high end of the ORIX USA’s salary for this position. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX USA's total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information. ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment. ORIX is a high-energy, rapidly growing company that rewards creativity, talent and a strong desire to succeed. The diverse financial services markets we serve -- and caliber of work we deliver -- enables us to offer a variety of exciting career paths and mobility to meet your personal and professional goals. Learn more about ORIX USA at www.orix.com.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$73k-102k (estimate)

POST DATE

01/24/2024

EXPIRATION DATE

04/20/2024

WEBSITE

orix.com

HEADQUARTERS

DALLAS, TX

SIZE

500 - 1,000

FOUNDED

2019

CEO

MICHAEL E COUSINS

REVENUE

$50M - $200M

INDUSTRY

Banking

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About ORIX USA, LP

ORIX Corporation USA (ORIX USA) and our family of companies offer investment capital and asset management services to portfolio companies in the corporate, real estate, municipal finance and energy sectors. Drawing on this broad range of expertise, we deliver customized, flexible solutions across a wide variety of industries. A Focus on Flexible, Forward-Thinking Financial Solutions. We look to not only meet our portfolio companies' immediate financial needs, but also to serve as a long-term partner, working with them through their business growth and changing market dynamics. Built On a Stron...g Foundation. Along with our family of companies, we hold approximately $8.6 billion of assets and an additional $57 billion of assets under management, administration and servicing. Our established financial stability and access to deep resources stems from our parent company - ORIX Corporation. Based in Tokyo, ORIX Corporation is an international financial services company with operations in 38 countries and regions worldwide. ORIX Corporation is listed on the Tokyo (8591) and New York Stock Exchanges (IX). More
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