Job description
At Atlas Capital Partners, we seek a data-driven Investment Analyst to join our New York team. You will partner with portfolio managers and research colleagues to analyze opportunities, build robust financial models, and help inform strategic investment decisions that create value for our clients.
We prize intellectual curiosity, rigorous analysis, and the ability to translate complex data into clear, actionable recommendations.
Responsibility
- Perform comprehensive financial modeling (DCF, comps, and scenario analyses) to evaluate potential investments
- Execute due diligence across financial, operational, and market dimensions
- Prepare investment memos and present insights to senior committees
- Develop dashboards and data analyses to monitor portfolio performance and risk
- Collaborate with research and portfolio teams to refine investment theses
- Support execution of investment decisions and post-investment monitoring
Qualification
- Bachelor's degree in Finance, Economics, Mathematics, or related field; MBA or CFA preferred
- 3-5 years of experience in investment analysis, asset management, or related roles
- Strong financial modeling skills (DCF, LBO, comps) and advanced Excel proficiency
- Experience with SQL, Python, or Bloomberg Terminal; ability to translate data into insights
- Solid understanding of financial statements, valuations, and market dynamics
- Excellent written and verbal communication and presentation skills
- High attention to detail, organization, and ability to manage multiple priorities