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Investment Analyst

Salary undisclosed

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Investment Analyst Job Description

ATW Partners is hiring an Investment Analyst. The firm manages $1.2 billion in AUM and is currently raising its fifth flagship closed-end fund. The mandate is focused on investing across the capital structure in structured growth, distressed, and special situations investments across public (80%) and private markets (20%). ATW seeks to provide excellent risk-adjusted returns to investors through creating highly structured, bespoke capital solutions for companies which aim to provide credit-like downside protection with equity-like upside potential.

This role is an incredible opportunity reporting directly into one of the partners across all aspects of the investment process, including deal origination, LOI review, managing internal and 3rd party due diligence, and post-investment portfolio management activities. The long-term vision for this role would be to quarterback their own transactions across the full stack investment process.

Specific responsibilities of the candidate shall be as follows:

  • Origination: Actively involved in the deal pipeline, which includes participating in discussion about new opportunities on ATW team calls, communicating with internal/external parties needed to move a transaction forward, and reaching out to prospective portfolio companies. The ideal candidate should be able to cultivate relationships with intermediaries, management teams of prospective portfolio companies, and other external parties to improve ATW’s pipeline.
  • Due Diligence: Conduct financial and business due diligence on prospective investments, including developing complex financial models, synthesizing large amounts of data, as well as managing 3rd party service providers (quality of earnings analysis, industry expert opinion, etc). Candidate should expect to participate and document diligence calls with management teams.
  • Legal Document Review: Review and understand transaction documents, including key credit areas like collateral, covenants, events of default, etc.
  • Investment Committee Presentations: Lead the development of investment committee presentations as well as assist in creation of fund marketing materials.

Requirements:

  • Required written and verbal fluency in English and Mandarin.
  • 1-2 years of experience at a top tier investment bank and/or has worked on a direct private equity/credit investment team.
  • Should be interested in joining a smaller fund with the ability to grow in a boutique, entrepreneurial environment. Generalist industry and deal/transaction team exposure is a plus.
  • Proficient in Excel and PowerPoint, with experience developing complex financial models and outward facing presentations.
  • Familiarity with credit documentation and structuring aspects of transactions.
  • Ability to juggle multiple workstreams and manage deadlines in a fast-paced environment.
  • Self-starter with ability to work independently to drive projects forward.
  • Intellectually curious and comfortable navigating open-ended problems to create actionable solutions.