Financial Analyst PDC - Requisition Job Temecula area,California USA,Finance & Banking

Direct Investment

1) Must have four years of investment experience in private equity, investment management, investment banking and/or family office with significant experience and substantive expertise in direct investments across diverse asset strategies (private equity, real estate, infrastructure, debt, etc.)

2) Assist in identifying, evaluating, selecting, and monitoring investment opportunities and evaluating new lines of business

3) Support leadership in the execution of all projects and processes, including business development, acquisitions, direct investments and debt financings

Business Development

1) Perform independent investment research on assigned areas, researching companies and investment opportunities

2) Independently generate and screen new investment ideas for potential investment

3) Develop and maintain professional relationships and contacts within the investment industry in order to conduct searches and gain knowledge of appropriate investment opportunities

4) Develop and maintain analytical tools and framework to assess potential investments to support the investment selection process

5) Draft reports detailing investment recommendations and actions

6) Keep abreast of financial press and new trends and opportunities, as well as potential risks;
Monitor major periodicals daily for news and other information that may impact our investments

7) Research broad investment and industry trends, and opportunistic investment projects as required

8) Gather and assess critical information related to the sourcing and evaluation of potential acquisitions

9) Maintain up-to-date documentation of all investment relationships

10) Perform ad-hoc research on private asset strategies

11) Develop target lists for potential buyers, investors and strategic partners

12) Conduct in-depth industry research and trend analysis

Investment Due Diligence (Analysis/Underwriting/Structuring)

1) Perform investment analysis for direct investment opportunities

2) Conduct due diligence processes for investment opportunities, including a thorough review of Private Placement Memorandum (PPM), financial modeling of various target company analytics, manage detailed due diligence sessions and evaluate the overall merits and risks of a potential investment.

a) Assist the investment team with coordination of operational due diligence and legal review for prospective investments
b) Support the due diligence process for assets under contract, including coordinating with external parties such as brokers, engineers, and contractors
c) Compile and present asset, property and/or market specific reports to management
d) Interact directly with target/manager teams and provide a supporting role in deal organization, process tracking and due diligence
e) Evaluate the target's leadership team, strategy, market opportunity, historical and pro-forma financials, operations, and competitive environment for potential investment opportunities

3) Synthesize results of investment screening and due diligence into reporting that informs leadership in making key investment decisions.

a) Draft deal materials, including information memorandums, management presentations, financial models and analyses
b) Perform financial valuation and analyses, provide oversight and framework for deal financial modeling, and conducts due diligence
c) Assist in qualitative and quantitative analysis to evaluate and compare opportunities, risks, and performance of current and potential investment

4) Accurately maintain complete due diligence project files received in diligence including financial, policy information, deal documents, and correspondence

5) Achieve desired levels of data completeness and process integrity by consistently meeting timelines, quality metrics and goals.

Asset Management/Reporting

1) Manage the preparation of presentations and memorandums for the Investment Committee and Board including monthly and quarterly reporting packages and ad hoc analytics across a portfolio of diverse investments

a) Maintain the investment database
b) Oversee retention and organization of investment documentation
c) Analyze and structure private asset investment data including performance, underlying investment and cash flow details
d) Create asset-specific reporting and dashboard analytics

2) Prepare reports related to performance, risk, and other ad hoc topics related to the direct investment portfolio

a) Monitor, update, and create reports on investment performance, exposures, holdings, liquidity, and other key…