- Conducting insightful research on healthcare companies, trends, and sub‐sectors.
- Financial modeling and analysis.
- Drafting critical presentation materials, such as sector research, investment committee summaries, memorandums and marketing materials.
- Conducting technical and business due diligence.
- Facilitating and synthesizing third-party due diligence.
- Ongoing strategic initiatives and support of portfolio companies.
- Bachelor's degree in Finance or related field from a top‐tier university.
- Strong GPA and test scores.
- Internship or post-graduate experience working in investment banking, management consulting or financial services.
- Excellent Excel modeling skills, analytical and financial acumen.
- Resourcefulness and thoroughness in conducting financial analytics.
- Strong PowerPoint presentation skills.
- Strong work ethic and attention to detail.
- Candidate will be asked to take a cognitive test and modeling exercise.
- Position is in-office and based in Dallas, Texas.
-
Investment Analyst
6 days ago
Workfaithbhm Dallas, United StatesPosted on 04/29/2024 Guide Stone - Dallas, TX · full · Company Description · Guide Stone · Position Description · Experience GuideStone · We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employee ...
-
Investment Analyst
2 days ago
D.I. Management, LLC Dallas, United StatesJob Description · Job Description · We are looking for an Analyst to join our investment team. The Analyst will be responsible for underwriting real estate investments across the U.S and providing support for the regional teams. The Analyst will report to the VP of Asset Manage ...
-
Investment Analyst
6 days ago
GuideStone Financial Dallas, United StatesExperience GuideStone · We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. · What We ...
-
Investment Analyst
1 week ago
D.I. Management, LLC Dallas, United StatesJob Description · Job DescriptionWe are looking for an Analyst to join our investment team. The Analyst will be responsible for underwriting real estate investments across the U.S and providing support for the regional teams. The Analyst will report to the VP of Asset Management. ...
-
Investment Analyst
1 week ago
NorthMarq Dallas, United StatesInvestment Analyst - Commercial Real Estate Finance · Interested in this role You can find all the relevant information in the description below. · At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate inve ...
-
Investment Analyst
1 week ago
NorthMarq Dallas, United StatesInvestment Analyst - Commercial Real Estate Finance · At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicin ...
-
Investment Analyst
2 days ago
NorthMarq Dallas, United StatesInvestment Analyst - Commercial Real Estate Finance · At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing ...
-
Investment Associate/Analyst
6 days ago
USI Insurance Services Dallas, United StatesInvestment Associate/Analyst - Entry Level/ Experienced · Founded in 2011, RWR Investments is a private investment firm and the management company for a Dallas-based family office. Our team sources, diligences, and manages investments on behalf of and alongside family offices, u ...
-
Associate Investment Analyst
6 days ago
Workfaithbhm Dallas, United StatesPosted on 04/12/2024 Guide Stone - Dallas, TX · Company Description · Guide Stone · Position Description · Experience GuideStone · We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We h ...
-
Investment Banking Analyst
1 week ago
Global Accounting Network Dallas, United StatesWe are seeking a skilled Investment Analyst to join a dynamic team. The Investment Analyst will play a critical role in conducting research, analyzing market trends, and providing actionable insights to support investment decision-making across various asset classes. The successf ...
-
Investment Banking Analyst
1 week ago
Global Accounting Network Dallas, United StatesWe are seeking a skilled Investment Analyst to join a dynamic team. The Investment Analyst will play a critical role in conducting research, analyzing market trends, and providing actionable insights to support investment decision-making across various asset classes. The successf ...
-
Investment Management Analyst
4 days ago
Phyton Talent Advisors Dallas, United StatesOur Client, a Global Financial Services Firm, is seeking a Investment Management Analyst - Compliance and Regulatory Oversight in their Dallas, TX location. · Responsibilities: · Manage multiple client requests, ensuring the timely completion of all deliverables. · Evaluate proje ...
-
Investment Management Analyst
6 days ago
Phyton Talent Advisors Dallas, United StatesOur Client, a Global Financial Services Firm, is seeking a Investment Management Analyst - Compliance and Regulatory Oversight in their Dallas, TX location. · Responsibilities: · Manage multiple client requests, ensuring the timely completion of all deliverables. · Evaluate proj ...
-
Associate Investment Analyst
6 days ago
GuideStone Financial Dallas, United StatesExperience GuideStone · We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. · What We ...
-
Multifamily Investment Analyst
2 days ago
NexPoint Dallas, United StatesNexPoint Advisors, LP ("NexPoint") is a real estate investment platform comprised of subsidiary investment advisors and sponsors, a broker-dealer, and a suite of related investment vehicles. The NexPoint real estate team has completed billions of dollars of gross real estate tran ...
-
Investment Analyst II
3 days ago
Avantax Wealth Management Dallas, United StatesWe love finance, software, and (believe it or not), taxes - that's why we love what we do At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable i ...
-
Multifamily Investment Analyst
5 days ago
NexPoint Dallas, United StatesNexPoint Advisors, LP (NexPoint) is a real estate investment platform comprised of subsidiary investment advisors and sponsors, a broker-dealer, and a suite of related investment vehicles. The NexPoint real estate team has completed billions of dollars of gross real estate transa ...
-
Multifamily Investment Analyst
1 week ago
Nexpoint Dallas, United StatesJob Description · Job DescriptionDescription:NexPoint Advisors, LP ("NexPoint") is a real estate investment platform comprised of subsidiary investment advisors and sponsors, a broker-dealer, and a suite of related investment vehicles. The NexPoint real estate team has completed ...
-
Investment Analyst, Specialist
1 week ago
Vanguard Dallas, United States Full timeIn This Role You Will:Leads the development of messaging of changes to Vanguard's methodology with respect to financial planning. Partners with subject matter experts to design solutions to meet changing business needs, regulatory requirements, and to position Vanguard's advice a ...
-
Private Equity Investment Analyst
2 days ago
Havencrest Capital Management Dallas, United StatesAbout Havencrest · Havencrest Capital Management ("Havencrest") is a Dallas-based, committed capital, private equity investment fund manager focused exclusively on the healthcare and pharma services industries. Havencrest targets control investments in high-growth businesses wit ...
Private Equity Investment Analyst - Dallas, United States - Havencrest Capital Management
Description
About Havencrest
Havencrest Capital Management ("Havencrest") is a Dallas-based, committed capital, private equity investment fund manager focused exclusively on the healthcare and pharma services industries. Havencrest targets control investments in high-growth businesses with $3M - $15M of EBITDA. The firm was founded in 2018 and is investing out of a $356M Fund II.
Role Description
Havencrest is seeking an exceptional professional to join the firm as a full‐time private equity Analyst (near-term start date), working with deal team members and portfolio company executives. Part of a lean team of investment professionals, the Analyst will be an important member of the team and will be involved in all aspects of the investment process including:
Requirements