Analyst - Financial Research

Summary

Join Arena as a Financial Analyst and contribute to transaction-related and non-transaction-related research supporting the evaluation process. You will synthesize research findings, identify similar transactions, and locate information sources. Responsibilities include processing data, conducting financial analysis, and supporting new business development by identifying potential opportunities, hires, partners, and portfolio companies. Lead generation and knowledge management are key, utilizing various resources and the firm's CRM system. You will create and maintain internal metrics and standardized templates. The role requires significant initiative, creative thinking, and close collaboration with team members, including Managing Directors. Success in this role demands comfort with data accumulation, interpretation, and presentation, as well as synthesizing research into concise reports.

Requirements

• Financial industry experience; MBA/PGDM in Finance required
• Strong oral and written communication skills & excellent time management
• Computer skills including use of Word /Excel/ Presentation

Responsibilities

• Researching specific industries / sectors as part of the transaction evaluation process, including
• Synthesizing findings from consultant research into concise summaries / reports or providing data summaries / charts as appropriate
• Identifying similar transactions (and terms) to proposed transaction
• Identifying potential sources of information or experts to use in the formal due diligence phase
• Processing and analyzing large sets of data related to potential borrowers (customer, financial etc.)
• Execute valuation and financial analysis and conduct industry research
• Breaking down specific industries / segments (issues, participants, recent transactions, capital providers) with goal of identifying potential opportunities for Arena e.g. Litigation Funding
• Leading research in support of Arena European Credit team new business development
• Personnel: finding potential Arena hires
• Firms: finding firms Arena can partner with to invest in a specific sub-sector
• Companies: finding companies Arena can fund or acquire (portfolio companies)
• Using the internet, Arena subscribed databases or other sources to create leads including brokers or other vendors across Europe
• Utilizing the firm’s proprietary CRM system to maintain and drive leads through the pipeline and coordinating with Operations for all administrative steps
• Creating and maintaining internal metrics / information relating to past deals within a specific Arena vertical or subvertical (both internal and broader Arena)
• Maintaining and updating standardized templates for pre-deal, deal and post-deal

Preferred Qualifications

The preferred candidate should also have either work or educational experience in elementary financial analysis e.g. worked as an analyst, or accountant or studied financial management / analysis