Asset Management Summer Analyst

Summary

Join Quaestor's Asset Management team as a summer intern and support senior members in portfolio surveillance, financial analysis, and valuation. Ideal candidates are organized, self-motivated, and able to work effectively with internal groups.

Requirements

• No more than 0-3 years related experience desired (internship experience included)
• Strong quantitative and qualitative skills with exposure to financial statement analysis
• Strong excel, modeling skills and the ability to think flexibly, while analyzing a variety of situations; comfortable and effective multi-tasker
• Undergraduate degree from a top institution a plus, with a record of academic achievement
• Experience in a formal bank credit training or top sell side bank analyst program a plus
• Excellent oral and written communication skills
• Ability to work well with others

Responsibilities

• Support the Asset Management team, focused on portfolio account surveillance, monitoring, reporting and valuation
• Conduct comprehensive financial analysis and research of prospect and portfolio companies, in addition to the industries they participate in
• Analyze management, cash flows, asset collateral quality/coverage, deal structure, covenants, and perform sector analysis to understand a given firm’s competitive position
• Generate detailed financial models, including those for projections, covenant sensitivity analysis, duration and IRR calculations, amongst others
• Assist in the generation of marketing and credit/performance reports and presentations
• Continuously monitor assigned product sectors and portfolio companies
• Work with legal, financial, valuation and accounting advisors on account management, diligence and documentation
• Help to structure transactions and assist with closing deals/amendments, etc
• Assist in the creation, implementation and documenting of process/procedural frameworks and file maintenance protocols
• Lead and work on frequent project-oriented assignments
• Track wide range of bespoke structured finance investments
• Responsible for monthly valuation of all assigned investments
• Prepare presentations that will include transaction structure, financial projections, and background information

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• Hybrid Schedule
• Free Food & Snacks
• Wellness Resources