Balance Point Capital Advisors, LLC seeks Associate (Westport, CT; 4 day/wk in office req’d). Perform analysis of investment opps & distill actionable data/insights into invest proposals. Prepare fin/accounting data, trends, forecasts, & info to develop investment theses. Must have a bachelor’s or equiv in Biz, Econ, Accounting, Fin, or rltd biz fld & 4 yrs exp as a Financial Analyst or rltd role. Must have 4 yrs of exp w/: managing diligence & underwriting process in execution of fin transactions; negotiating transaction docs, credit, leveraged fin & debt capital; creating & presenting detailed investment/eval materials to internal & external stakeholder, incl core fin analysis, diligence on asset cash flows, valuations, & cap structures; analyzing & interpreting fin, accounting & econ data & presenting investments opps to mgmt; dev detailed 3-statement fin & transactional models to support inv decisions; & analyzing FP&A functions, creating budgets & fin plans, & advising on growth strategies. Send resume to ameltzer@balancepointcapital.com & reference Job Code M082023S.
