Opportunity:

We are seeking an Analyst or Associate to join our team. They will support portfolio management and new investment opportunities. The role offers exposure to a variety of industries and the opportunity to work closely with senior investment professionals, private equity sponsors, and portfolio company management teams in a collaborative, entrepreneurial environment.

Responsibilities:

• Work closely with PE sponsors and management teams to oversee portfolio company performance, implement strategic growth initiatives, and execute operational improvements.
• Create and analyze reports related to our portfolio companies’ financials to assess performance, identify emerging risks and opportunities, and support proactive decision-making.
• Analyze investment opportunities, including due diligence and underwriting processes, financial modeling, industry research, and assisting in the preparation of investment memorandums.
• Prepare term sheets, letters of intent, and transaction review documents.
• Maintain information and reports in key databases (CRM and portfolio management).
• Organize and maintain a robust pipeline of investment opportunities.

Requirements:

The qualifications listed below represent our ideal candidate, but you do not need to meet every requirement to apply. We are interested in finding the right person and recognize that relevant experience and skills can come from a variety of backgrounds.

• 2-6 years of experience in leveraged finance, corporate development, investment banking, or private equity.
• Bachelor’s degree in finance, accounting, or business. 
• Strong analytical and quantitative skills to assess financial statements and create financial models.
• Effective communication skills, with the ability to interact professionally at all levels, including external executives and investors.
• Resourcefulness and willingness to take full ownership of assigned tasks, working proactively to identify issues and work toward solutions.
• Excellent organizational and time management skills to effectively prioritize and complete assignments, often under pressure of tight deadlines.
  
  

Company Description: 

The team is headquartered in Excelsior, MN, and operates in a small, collaborative environment where individuals work closely together and take ownership of their responsibilities. The position offers broad exposure to the investment process and the opportunity to work directly with experienced investment professionals. This is an in-office position. We offer a competitive salary, medical and dental insurance, 401(k) match, paid time off, and other benefits.

If you're interested in learning more about this opportunity, please email us at careers@medallioncapital.com. We'd love to connect with interested candidates and share more about the role.