What are the responsibilities and job description for the Investment Analyst position at Banner Ridge Partners, LP?
About Us
Banner Ridge Partners is a $15 billion AUM private equity firm investing across primary, secondary and co-investment transactions with a focus on distressed, special situations, opportunistic credit and deep-value investments. Headquartered in New York City, the team has a fourteen-year track record delivering 25% net returns to investors. Banner Ridge’s 25 person team is primarily comprised of investment professionals.
Job Description
Banner Ridge is seeking a high-performing and self-motivated Investment Analyst to join its underwriting investment team. The ideal candidate is detail-oriented and entrepreneurial, with strong investment acumen and a passion for working within an opportunistic investment mandate at a growing, collaborative firm. The primary responsibilities include:
- Conducting in-depth research and analysis on potential investments across different transaction types, industries and securities throughout the capital structure
- Working in small deal teams to complete thorough due diligence efforts, including frequent interaction with private equity fund managers, company management teams and industry experts
- Building, maintaining and updating advanced financial models in Excel for valuation and return analysis of portfolios and single assets, including secondaries, credit and leveraged buyout models
- Preparing extensive investment memoranda, presentations and other materials summarizing the investment analysis outputs and providing investment recommendations and discussing the investment thesis in front of the investment committee
- Participating in deal structuring, valuation and execution processes
- Assisting with portfolio management and ongoing monitoring of fund interests and underlying portfolio companies through continuous review of reports, financial statements and public disclosures
- Maintaining and updating the firm’s deal pipeline database to ensure accuracy and completeness of all relevant data
- Actively contributing to the team’s collaborative culture by generating and sharing actionable investment ideas across strategies
Key Attributes & Requirements
- 0.5-2 years of relevant experience in a finance-related role, including investment banking, private equity, private credit, consulting and/or secondaries
- Bachelor’s degree from a leading university with a strong academic record; majors in economics, finance or mathematics preferred
- Demonstrated financial modeling expertise commensurate with sophisticated investment analysis
- Strong intellectual and analytical capabilities with a demonstrated ability to structure and solve complex problems and exceptional attention to detail
- Excellent interpersonal, communication and presentation skills with the ability to build strong professional relationships
- Superior organizational and time management skills, a strong work ethic and the ability to perform effectively under pressure
- Available for full-time, on-site employment at the firm’s Midtown Manhattan office (five days per week)