Analyst - Financial research
Transaction-related Research Support
- Researching specific industries / sectors as part of the transaction evaluation process, including:
- Synthesizing findings from consultant research into concise summaries / reports or providing data summaries / charts as appropriate
- Identifying similar transactions (and terms) to proposed transaction
- Identifying potential sources of information or experts to use in the formal due diligence phase
- Processing and analyzing large sets of data related to potential borrowers (customer, financial etc.)
- Execute valuation and financial analysis and conduct industry research
Non-Transaction Related Research Support
- Breaking down specific industries / segments (issues, participants, recent transactions, capital providers) with goal of identifying potential opportunities for Arena e.g. Litigation Funding
- Leading research in support of Arena European Credit team new business development
- Personnel: finding potential Arena hires
- Firms: finding firms Arena can partner with to invest in a specific sub-sector
- Companies: finding companies Arena can fund or acquire (portfolio companies)
Lead Generation and Knowledge Management
- Using the internet, Arena subscribed databases or other sources to create leads including brokers or other vendors across Europe
- Utilizing the firm’s proprietary CRM system to maintain and drive leads through the pipeline and coordinating with Operations for all administrative steps
- Creating and maintaining internal metrics / information relating to past deals within a specific Arena vertical or subvertical (both internal and broader Arena)
- Maintaining and updating standardized templates for pre-deal, deal and post-deal
Requirements
The Financial Analyst needs to have significant initiative and the ability to think creatively to “get to the right sources”. They will ultimately have a lot of responsibility in shaping the output of many of the research products created and will work closely with all team members including Managing Directors on a frequent basis. The ideal candidate should be comfortable with data accumulation through various methods (utilizing databases, google searches, etc.), interpreting and presenting data, synthesizing research findings into concise reports / summaries, etc. based on above.
The preferred candidate should also have either work or educational experience in elementary financial analysis e.g. worked as an analyst, or accountant or studied financial management / analysis.
The candidate must thrive as a self-starter, as they will have tremendous autonomy and they should be 100% comfortable with working remotely.
Financial industry experience; MBA/PGDM in Finance required
Strong oral and written communication skills & excellent time management
Computer skills including use of Word /Excel/ Presentation