Investment analyst

  • Webbtree.com

Job description:

Company Profile Serving the American Dream Through Attainable Home Ownership.Since opening our doors in 1999, Cascade Financial Services has grown to become one of the most trusted lenders in Attainable Housing. Our goal is to help thousands of families realize the dream of home ownership by offering mortgage loan solutions customized to the manufactured housing marketplace leveraging state-of-the-art business automation coupled with the most skilled professionals in the industry.The Cascade culture lives in our team members!!! We are focused and dedicated to developing and providing a platform for growth. We are proud of the team that we’ve built and are looking for great people who will embrace our values and contribute to them: Be Unique, Be Innovative Be Ambitious. Together, we will continue to lead the way and make a difference. We believe in work/life balance and a positive/family-like work environment. Primary Responsibilities:Reviewing, analyzing, and underwriting transaction opportunitiesAnalyzing the long-term viability of portfolio companies, their respective industries, the market for their products/services, their capital structure financing needs, and exit prospectsBuilding valuation models for funds and portfolio companiesParticipating in due diligence meetings with General Partners and portfolio company management teamsContributing to portfolio monitoring, including quarterly and annual portfolio reportingPreparing investment analysis for presentation to the firm’s Investment Committee Qualifications / Experience:1 to 3 years of experience within a relevant industry including: investment banking, private equity, secondary fund of funds, pension fund, family office, financial/management consulting or transaction servicesOutstanding academic achievements at a top-tier universityExcellent financial modeling and valuation skillsPassion for investingAbility to self-start, multi-task and punctually complete projects with exceptional attention to detailFluent English with excellent oral and written communication skillsKnowledge of additional languages a plus while not mandatoryStrong work ethic and interpersonal skills Powered by Webbtree
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