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Analyst/Associate

Analyst/Associate

Company Overview
Capitala Group is an asset management firm that has been providing individually tailored, private credit and private equity capital to lower- and middle-market businesses throughout North America for over twenty years. Since our inception in 1998, Capitala has invested over $2.2 billion into small businesses and strives to make an impact through responsible investing and a unified mission to support ESG initiatives. We seek to partner with strong management teams to create value and support growth through strategic partnerships, operational expertise, and a shared vision for success. For more information, definition and details visit Capitala Group’s website at www.CapitalaGroup.com.

Job Description
Analysts/Associates at Capitala Group play a critical role in supporting the underwriting team by helping to analyze, evaluate and execute a range of transactions including LBOs, recapitalizations, management buyouts, refinancings and growth financings. Principal responsibilities for this position include:

  • Work closely with other analysts, associates, VPs and directors to guide investment decisions
  • Build financial models for debt and equity transactions to analyze and structure potential investments
  • Screen potential transactions, author investment memoranda and participate in presentations to senior management
  • Perform business, financial and industry due diligence during deal execution to evaluate merits of a transaction
  • Assist in legal documentation drafting and negotiation
  • Prepare analyses and marketing presentations for fundraising efforts and investor relations
  • Assist with portfolio management tasks including financial statement analysis

Qualifications
Minimum Requirements:

  • Bachelor’s degree in finance, accounting and/or other related field
  • 1-4 years of relevant experience including middle market investment banking, leveraged finance, private equity or related field
  • Excellent analytical skills including ability to build complex financial models
  • Strong organizational skills with the ability to work on multiple tasks concurrently
  • Self-motivated and strong work ethic with the ability to work long hours as needed
  • Proven ability to work well in a fast-paced, team-oriented environment
  • Keen attention to detail
  • Strong written and oral communication skills
  • Advanced proficiency in MS Office, including Excel and PowerPoint

Application Process
Send resume to:

HR@capitalagroup.com

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