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Senior Investment Analyst
Location: Chicago, IL
Full-Time | Hybrid
Salary: $90,000-$100,000

A leading investment team, represented by a premier search firm, is seeking a highly analytical and detail-oriented Senior Investment Analyst. This individual will play a key role in evaluating new investment opportunities, performing in-depth financial analysis, and supporting overall portfolio management. The position requires strong investment underwriting skills, financial modeling expertise, and a keen understanding of capital markets.

Key Responsibilities

• Conduct thorough due diligence and financial analysis across a diverse range of asset classes, including equities, fixed income, private equity, credit, real estate, and alternatives.

• Evaluate new investment opportunities, analyzing sponsor track records, deal structure, business plans, and sensitivity analysis. Present findings and recommendations to the investment committee.

• Prepare and present quarterly reviews of existing investments, including performance vs. underwriting, fee and waterfall analysis, expected returns, and strategy outlook.

• Draft high-quality investment memoranda, reports, and presentations to support decision-making by senior leadership.

• Monitor and analyze the performance of portfolio investments and recommend strategic adjustments where appropriate.

• Build and maintain relationships with investment sponsors, sourcing new opportunities and tracking ongoing performance.

• Develop complex financial models for investment evaluation and scenario analysis.

• Stay informed on macroeconomic indicators, industry trends, and market movements to support informed investment decisions.

• Contribute to asset allocation and portfolio construction efforts in line with risk/return objectives.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or a related discipline. MBA and/or CFA designation strongly preferred.

• Minimum 3 years of experience in investment analysis, private equity, asset management, real estate, or a related field.

• Expertise in financial modeling, valuation, and investment underwriting.

• Strong understanding of financial markets, risk management, and capital structures.

• Exceptional analytical, quantitative, and critical thinking skills.

• Excellent communication skills with experience preparing and delivering investment recommendations to stakeholders.

• Ability to manage multiple priorities, work independently, and operate effectively in a fast-paced environment.

• Proficiency in Microsoft Excel and the full Microsoft Office suite.

To Apply
Interested candidates should submit a resume and brief cover letter outlining their qualifications. All inquiries will be handled with strict confidentiality by our search team.