Associate

Summit Investment Management • Denver, CO

286d

About The Position

The position involves conducting detailed quantitative and qualitative analysis to underwrite potential distressed debt investments, focusing on both commercial and industrial (C&I) and commercial real estate opportunities. The role requires the development of flexible financial models and performing ad hoc financial forecasting, valuations, and various financial analyses. Additionally, the candidate will be responsible for developing and coordinating presentations, reports, and investment memorandums to facilitate significant business decisions. The position also supports senior professionals in financial and business diligence during the transaction process, which includes corporate valuations, industry analysis, and competitive positioning. Analyzing financial statements, financing terms, covenants, legal and bankruptcy documents, capital and corporate structures, restructuring plans, and industry trends is also a key responsibility.

Requirements

• A bachelor's degree preferably in finance, accounting, real estate, economics, or business administration.
• 1-4 years in investment banking, leveraged finance, credit analysis, private equity, hedge funds, or other similar roles.
• Advanced Excel skills, strong modeling and financial valuation skills.
• Strong math, accounting, and quantitative skills.
• Ability to manage multiple projects under time pressure.
• Strong written and verbal communication skills.
• Proficient in Microsoft Word and PowerPoint.
• Able to work in the United States without sponsorship.

Responsibilities

• Conduct detailed quantitative and qualitative analysis to underwrite potential distressed debt investments for C&I and commercial real estate opportunities.
• Develop flexible financial models and perform ad hoc financial forecasting, valuations, and other various financial analyses.
• Develop and coordinate presentations, reports, and investment memorandums to facilitate significant business decisions.
• Support senior professionals working on financial and business diligence during the transaction process.
• Analyze financial statements, financing terms, covenants, legal/bankruptcy documents, capital/corporate structures, restructuring plans, and industry trends.

What This Job Offers

• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree