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Investment Analyst

Madison-Davis

Red Bank, NJ

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JOB DETAILS
SALARY
SKILLS
Analysis Skills, Brokerage, Communication Skills, Competitive Analysis/Strategy, Corporate Banking, Cross-Functional, Data Analysis, Detail Oriented, Due Diligence, Entrepreneurship, Finance, Financial Modeling, Financial Operations, Financial Transactions, Financial Trend Analysis, Industry/Trade Analysis, Investment Analysis, Investment Services, Leadership, Loans, Market Research, Microsoft Excel, Microsoft PowerPoint, Multiplatform/Cross-Platform, Performance Analysis, Portfolio Analysis, Presentation/Verbal Skills, Private Banking, Risk Analysis, Sales Pipeline, Strategic Planning, Testing, Transaction Processing/Management, Underwriting, Writing Skills
LOCATION
Red Bank, NJ
POSTED
6 days ago

Title: Investment & Acquisitions Analyst

Office Status: Onsite Red Bank, NJ (5 Days/Week)

Compensation: $100, 000 $130, 000 Base + Performance Bonus




Overview:

A growing private equity investment firm focused on specialized real asset investments is seeking an Investment & Acquisitions Analyst to join its front-office investment team. This role offers direct exposure to senior leadership and hands-on involvement across the full transaction lifecycle, including underwriting, diligence, execution support, and portfolio analysis.




The position is ideal for a highly analytical finance professional with strong financial modeling capabilities, sound commercial judgment, and the ability to thrive in a fast-paced, entrepreneurial investment environment. Candidates coming from Investment Banking, Private Equity, Corporate Banking, Leveraged Finance, Transaction Advisory, or other transaction-oriented finance backgrounds will find strong opportunity for accelerated development, increased responsibility, and long-term growth within a lean investment platform.




Key Responsibilities:

Build and maintain complex financial models used to evaluate acquisitions, transaction structures, projected returns, and downside scenarios

Perform underwriting analysis, sensitivity testing, and risk assessment across prospective investment opportunities

Prepare investment memoranda, presentations, and written recommendations for senior leadership and investment committee discussions

Support live transaction execution efforts including due diligence coordination, operating data analysis, and third-party diligence review

Analyze portfolio company performance, operating trends, and financial results to identify key business drivers and value creation opportunities

Interface directly with brokers, lenders, consultants, and other transaction stakeholders throughout the acquisition and diligence process

Conduct market research, industry analysis, and competitive intelligence related to new investment opportunities and sector trends

Assist with transaction pipeline management, internal reporting, and broader strategic initiatives across the investment platform

Collaborate cross-functionally with finance, operations, and leadership teams within a lean, highly visible environment




Ideal Background:

1 4 years of experience within Investment Banking, Private Equity, Corporate Banking, Leveraged Finance, Transaction Advisory, Valuation, or a related analytical finance environment

Strong financial modeling, valuation, and analytical skill set

Advanced Excel and PowerPoint capabilities

Excellent written and verbal communication skills with the ability to synthesize complex information into clear investment recommendations

Highly motivated, detail-oriented, and eager to take on meaningful responsibility within a growing investment platform

About the Company

M

Madison-Davis