Investment Analyst
Ft. Washington Investment Advisors - Cincinnati, OH

This job posting is no longer available on Western & Southern Financial. Find similar jobs: Investment Analyst jobs - Ft. Washington Investment Advisors jobs

Fort Washington Investment Advisors, Inc. has an immediate opportunity for a Investment Analyst.

Summary of Responsibilities:
The Investment Analyst is a member of the Private Equity team with responsibilities relating to administration of investment opportunities through the investment process. The Investment Analyst works on deal teams with other investment professionals handling detailed evaluation of investment opportunities and serving on deal teams for due diligence. In addition, the Analyst will be responsible for preparing documentation, reporting and analysis to aid the investment managers and deal teams manage the process from deal screening through investment recommendation and reporting to limited partners. Works with minimal supervision and is responsible to make an established range of decisions, escalates to manager when necessary and updates manager on a regular basis.

Position Requirements

Position Responsibilities:
•Participates as an active member of the team with specific assignments of owning and managing portions of the screening and due diligence process for prospective investments working as directed by investment managers.
•Interacts and communicates with private equity firms, placement agents, investment bankers, entrepreneurs, CEOs, consultants, clients and prospective clients.
•Manages the deal screening and due diligence processes, including documentation.
•Provides detailed review and extensive analysis on potential investments, including track records, markets, financials and business plans.
•Reviews and inputs reporting information on underlying investments.
•Participates in discussions in meetings and reference calls on backgrounds and track records.
•Drafts client communications, letters and presentations with high levels of professional institutional quality.
•Builds advanced Excel models to evaluate investment results.
•Drafts investment recommendations and presents to the Investment Committee, as directed and when appropriate.
•Conducts, analyzes and summarizes online research on markets, people, firms and investments.
•Performs other duties as assigned by management.
Selection Criteria:
•Proven outstanding work and/or academic track record with a demonstrated history of achievement.
•Proven quantitative skills (e.g., economics, mathematics, etc.).
•Prior experience of 1-2 years of experience in an investment banking analyst program or similar experience strongly preferred.
•Proven capability with a professional attention to detail in writings, presentations and models.
•Possesses and displays excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner. Demonstrated ability to effectively interact and communicate with all levels of staff and management. Advanced skills in Excel modeling and PowerPoint presentations with proven ability to develop presentations with professional presentation standards.
•Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks, independently, accurately and on a timely basis. Must demonstrate a strong attention to detail with excellent organization skills and process orientation. Expected to cite examples of organization and time management/methods used to manage or prioritize workload demands. Must demonstrate project management experience in planning, executing and maintaining a project from start to finish.
•Demonstrated ability to handle confidential information.
•Strong project management skills, must cite examples of developing, organizing, initiating and maintaining a project and successfully accomplishing set goals.
•Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions. Must be able to cite examples of good decision making skills when dealing with multiple alternatives. Demonstrated ability to conceptualize and use new methodologies. Proven experience in working with complex programs that require identifying complex data and analyzing the quality of the output provided.
•Demonstrated maturity in dealing with a variety of people at various levels.
Educational Requirements:
•Bachelor’s degree from a reputable university.
Computer skills and knowledge of hardware & software required:
•Proficient in word processing and spreadsheet applications.
Certifications & licenses (i.e. Series 6 & 63, CPA, etc.):
•None required.
Position Demands:
•Extended hours required during peak workloads or special projects.
•Extensive travel.
Position Attributes
Fort Washington Investment Advisors, Inc., a registered investment advisor, provides professional and comprehensive investment management services for institutions, corporations, insurance companies, mutual funds, foundations, associations and high-net-worth individuals. Founded in 1990, Fort Washington and its subsidiaries manage more than $27.3 billion in assets, offering a broad array of investment styles from equity and fixed income to private equity fund of funds.

Western & Southern Financial - 19 months ago - save job - copy to clipboard - block
Recommended Jobs
Analyst
The Nielsen Company - Cincinnati, OH
The Nielsen Company - 14 days ago

WMS Analyst - w/Manhattan exp
Innotrac - Hebron, KY
Innotrac - 3 days ago

Financial / Quantitative - Sr. Portfolio Risk...
Security National Automotive Acceptance Company, LLC - Mason, OH
Security National Automotive Acceptance Company, LLC - 18 days ago