Senior Investment Analyst
Location: Chicago
Posted on: June 23, 2025
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Job Description:
Senior Investment Analyst Location: Chicago, IL Full-Time |
Hybrid Salary: $90,000-$100,000 A leading investment team,
represented by a premier search firm, is seeking a highly
analytical and detail-oriented Senior Investment Analyst . This
individual will play a key role in evaluating new investment
opportunities, performing in-depth financial analysis, and
supporting overall portfolio management. The position requires
strong investment underwriting skills, financial modeling
expertise, and a keen understanding of capital markets. Key
Responsibilities Conduct thorough due diligence and financial
analysis across a diverse range of asset classes, including
equities, fixed income, private equity, credit, real estate, and
alternatives. Evaluate new investment opportunities, analyzing
sponsor track records, deal structure, business plans, and
sensitivity analysis. Present findings and recommendations to the
investment committee. Prepare and present quarterly reviews of
existing investments, including performance vs. underwriting, fee
and waterfall analysis, expected returns, and strategy outlook.
Draft high-quality investment memoranda, reports, and presentations
to support decision-making by senior leadership. Monitor and
analyze the performance of portfolio investments and recommend
strategic adjustments where appropriate. Build and maintain
relationships with investment sponsors, sourcing new opportunities
and tracking ongoing performance. Develop complex financial models
for investment evaluation and scenario analysis. Stay informed on
macroeconomic indicators, industry trends, and market movements to
support informed investment decisions. Contribute to asset
allocation and portfolio construction efforts in line with
risk/return objectives. Qualifications Bachelor's degree in
Finance, Economics, Accounting, or a related discipline. MBA and/or
CFA designation strongly preferred. Minimum 3 years of experience
in investment analysis, private equity, asset management, real
estate, or a related field. Expertise in financial modeling,
valuation, and investment underwriting. Strong understanding of
financial markets, risk management, and capital structures.
Exceptional analytical, quantitative, and critical thinking skills.
Excellent communication skills with experience preparing and
delivering investment recommendations to stakeholders. Ability to
manage multiple priorities, work independently, and operate
effectively in a fast-paced environment. Proficiency in Microsoft
Excel and the full Microsoft Office suite. To Apply Interested
candidates should submit a resume and brief cover letter outlining
their qualifications. All inquiries will be handled with strict
confidentiality by our search team.
Keywords: , Elkhart , Senior Investment Analyst, Accounting, Auditing , Chicago, Indiana
