Principal Investments Team Analyst/Associate

Principal Investments Team Analyst/Associate | New York City Responsibilities Evaluate potential investment opportunities across a variety of industries and business models Build and maintain detailed financial models, including operating models, valuation analyses, merger models, LBOs, and return sensitivity analyses Conduct company, industry, market, and competitor research to support investment recommendations Perform financial, commercial, and operational due diligence on prospective investments Assist in the preparation of investment memoranda, committee presentations, and other materials for senior leadership Support transaction execution from initial evaluation through closing Analyze capital structures, financing alternatives, and transaction risks Coordinate diligence processes with management teams, advisors, lenders, consultants, and legal counsel Monitor existing investments and assist with portfolio management initiatives Track market trends and emerging investment opportunities across sectors Support strategic projects and special situations as needed Work directly with senior investment professionals on live transactions and investment decisions Qualifications 1-4 years of experience in Investment Banking, Leveraged Finance, Capital Markets, M&A Advisory, Corporate Development, Private Equity, or a related financial role Strong financial modeling and valuation capabilities Experience supporting M&A, financing, restructuring, or investment transactions Advanced proficiency in Excel and PowerPoint Excellent analytical, quantitative, and problem-solving skills Strong attention to detail and ability to manage multiple workstreams simultaneously Effective written and verbal communication skills Ability to thrive in a fast-paced and entrepreneurial environment Bachelor's degree with a strong academic record Preferred Qualifications Experience within a bulge bracket or middle-market investment bank Exposure to M&A, leveraged finance, ECM, DCM, sponsor coverage, or principal investing transactions Demonstrated interest in investing and long-term value creation Ability to work across multiple industries rather than a single sector focus Entrepreneurial mindset with a willingness to take ownership and operate in a lean team environment Experience with programming, data analytics, or quantitative analysis is a plusbfb3568a-762b-4989-884b-a9682aa104ca