Assoc Analyst, Alt Investment Research

130 50 South Capital Advisors, LLC - Chicago, IL

Full-time - Entry Level

Chicago, IL

10,001+ employees

About the position

The Associate Analyst in Alternative Investment Research at Northern Trust will work closely with senior investment professionals to source, evaluate, underwrite, execute, and monitor buyout primary fund commitments and direct equity co-investments. This role is integral to the private equity investment team, requiring strong investment analytics and interpersonal skills, as well as a commitment to teamwork and excellence in service.

Responsibilities

• Review new investment opportunities and assist in all aspects of the due diligence process for primary fund investments and direct equity co-investments.
• Assist in the creation of valuation models and comparable valuation sets.
• Engage in and develop proficiency in all quantitative aspects of the co-investment underwriting processes.
• Communicate thoughts and opinions on firms and companies succinctly, identifying key strengths and risks for each opportunity.
• Participate in the preparation of diligence materials and assist with the creation of Investment Committee Memorandums.
• Stay current with the overall performance of investments and participate in the creation and presentation of materials for quarterly portfolio reviews.
• Work directly with senior buyout practice leads to develop and maintain a targeted list of active and prospective fund managers.
• Demonstrate accountability, initiative, trustworthiness, teamwork, and positive judgment.
• Maintain ongoing dialogue and relationships with targeted buyout firms, including attendance in update calls and meetings.
• Represent 50 South Capital to external industry participants to develop the Firm's brand reputation.

Requirements

• Bachelor's degree in business, finance, accounting, or economics preferred.
• 2-4 years of experience in private equity, investment banking, transaction advisory services, leveraged finance, consulting, public accounting, or corporate finance.
• High attention to detail and strong work ethic.
• Excellent interpersonal skills and ability to work within a team environment.
• Strong communication skills, both written and oral.
• Highly-developed analytical ability and curiosity.
• Ability to prioritize workload and manage multiple projects concurrently.
• Strong business and interpersonal judgment skills to assess qualitative and quantitative aspects of investments.
• Understanding of financial markets, particularly private equity.
• Knowledge of basic financial analysis and valuation of private companies.
• Highly proficient in Word, Excel, and PowerPoint.

Benefits

• Flexible and collaborative work culture
• Opportunities for movement within the organization
• Access to senior leaders
• Commitment to community service