Investment Analyst

Equity Group Investments (EGI) is a private investment firm founded more than 50 years ago by Sam Zell. Backed by private capital, EGI is flexible and opportunistic with a primary focus on controlling direct private investment opportunities but has the in-house expertise to invest in public or private companies across the capital structure. As a long-term investor, EGI actively partners with portfolio company executives to execute strategic planning, implement operational efficiencies, and scale businesses. For more information, visit www.egizell.com.

Investment Analyst Responsibilities

• Perform financial modeling (LBO).
• Analyze financial data and provide forecasting support.
• Perform business, financial, and operational analysis across portfolio companies.
• Support the preparation of investment committee presentations for various investment opportunities.
• Provide market research support including an overview of market trends at macro and micro level in support of current and potential investments/themes.
• Actively participate in the due diligence process, including maintenance of diligence trackers, research and modeling when evaluating new investments.
• In support of the Deal Team, review new investment opportunities including risk identification.
• Attend portfolio company board and management meetings, capture notes, summarize next steps and key insights for the investment team and project manage follow up activity.
• Participate in ad hoc special projects and track long-term strategic initiatives alongside the Deal Team and portfolio company leadership.

Job requirements include but are not limited to:

• Bachelor's degree preferably in finance, business management, engineering, economics, or related field with a competitive GPA
• Minimum of one year of applicable experience in private equity, investment banking, accounting/transaction services, or corporate development.
• Strong accounting, finance, modeling, analytical, and problem-solving skills supported by a high proficiency in Microsoft Excel, Word, and PowerPoint
• Solid organizational skills, ability to multi-task, attention to detail, and ability to work independently and as part of a team.
• Highly developed verbal and written communication skills
• Strong work ethic, integrity, drive and ability to build trust
• Proactive thinking with a creative problem-solving approach
• Ability to build and manage positive relationships
• Desire to work within a fast-paced, collaborative environment.
• Intellectual curiosity and commitment to professional development