Account Manager driving sales growth within transportation planning software sector. Building relationships and managing client accounts in Birmingham's public and private sectors.
About the role
- Investment Analyst supporting due diligence, execution, and monitoring of primary fund investments. Contributing to financial models and investment strategies in Bellevue's investment management firm.
Responsibilities
- Play a key role in analyzing and assessing a broad spectrum of companies and investment managers across various industries to identify compelling investment opportunities.
- Build and maintain in-depth financial models to assess valuations of private companies and fund portfolios.
- Prepare high-quality due diligence materials and investment committee memos to support decision-making.
- Conduct detailed due diligence and analysis on general partners and portfolio company opportunities, including industry, company, and manager research.
- Interact regularly with partners and other investment professionals of alternative asset managers.
- Monitor and assist in managing our investment portfolio through attendance at annual meetings of general partners and investor meetings for individual portfolio companies.
- Collaborate with colleagues across the firm to gather information necessary to make investment decisions within the various strategies.
- Lead projects and assignments including performance attribution, creating presentation materials, and drafting client memos and letters.
- Analyze and manage individual client portfolio risk focused on leverage, liquidity, concentration, and drawdown risk.
- Support the sale of funds and/or co-investment interests on the secondary market including document collection, return modeling, and portfolio impact analysis.
- Monitor capital calls and distributions and contribute to liquidity risk management within the portfolio.
Requirements
- Two to four years of relevant experience in Investment Banking, Corporate Finance, or Investment Management.
- Exceptional academic credentials: a degree in finance, business, or a related field is preferred.
- Strong analytical and quantitative skills with substantial expertise in financial modeling and valuation.
- Results-oriented and proactive, with a creative approach to problem-solving.
- Excellent communication skills, both written and verbal, with the ability to present complex ideas effectively.
- Ability to successfully manage multiple priorities with strong attention to detail.
Benefits
- medical, dental and vision insurance
- Health Savings Account with generous annual employer contribution
- Flexible Spending Accounts for health and dependent care
- vacation and sick time off
- paid holidays
- paid parental leave
- opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit
- company paid life insurance
- Health and Wellness Benefit
- reimbursement for approved professional development activities
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