What are the responsibilities and job description for the Investment Analyst position at J. Shaw Enterprises?
Investment Analyst
New York, NY
Overview
Our Client is seeking a highly analytical and motivated Analyst to support the evaluation and execution of new investment opportunities. This individual will have exposure to a broad range of transactions across asset types and investment structures. The role involves developing complex financial analyses, supporting investment decision-making, and contributing to all aspects of the investment lifecycle, including underwriting, due diligence, and portfolio monitoring.
Responsibilities
- Financial Modeling: Build and maintain detailed financial models to support evaluation of potential investments at both the asset and platform level
- Risk & Opportunity Analysis: Perform sensitivity analyses and scenario modeling to assess risks, returns, and key investment drivers
- Investment Structuring: Analyze and support structuring of joint ventures, partnerships, and capital stacks
- Waterfall Modeling: Develop and analyze complex distribution waterfalls and promote structures
- Investment Materials: Prepare investment memoranda and supporting materials, synthesizing market data and analysis into clear recommendations
- Due Diligence: Support full lifecycle underwriting and diligence processes, coordinating with internal and external stakeholders (legal, tax, technical, etc.)
- Portfolio Monitoring: Assist with ongoing reporting, valuation, and performance tracking of existing investments
Qualifications
- Bachelor’s degree required
- 1–4 years of relevant experience in investment banking, private equity, or real estate investing
- Strong financial modeling and analytical skills, including experience with partnership structures and waterfalls
- Exposure to multiple asset classes and investment structures
- Proficiency in Excel and financial analysis
Profile
- Highly analytical with strong attention to detail
- Entrepreneurial mindset with the ability to take initiative
- Strong written and verbal communication skills
- Collaborative team player who thrives in a fast-paced environment