Job description
Harborcrest Capital is seeking a results-driven Investment Analyst to join our NYC team. This role offers exposure to diversified public and private market opportunities, sophisticated financial modeling, and meaningful influence on investment decisions.
As a core member of our research and portfolio team, you will collaborate with senior analysts to translate market data into actionable investment insights and contribute to the execution of the firm’s investment process.
We value curiosity, rigorous analysis, and a collaborative mindset. This role is ideal for candidates looking to advance in a dynamic, growth-oriented investment environment.
Responsibility
- Develop and maintain forward-looking financial models (DCF, comps, LBO) to support investment theses and valuation.
- Conduct rigorous equity and credit research, including write-ups and investment memos.
- Analyze company filings, industry trends, and macro drivers to identify opportunities and risks.
- Assist in due diligence for potential investments, including data gathering and scenario analysis.
- Monitor portfolio holdings and performance metrics, flagging variances and recommending actions.
- Prepare presentation materials for investment committee reviews and client updates.
- Collaborate with traders, risk managers, and senior leadership to support execution and monitoring.
Qualification
- Bachelor's degree in Finance, Economics, Mathematics, or related field; MBA or CFA candidacy preferred.
- 2-4 years of experience in investment analysis, equity research, or investment banking / private equity.
- Strong financial modeling skills (DCF, multiples, sensitivities) and proficiency in Excel; familiarity with Python or SQL is a plus.
- Solid understanding of valuation techniques and capital markets.
- Excellent written and verbal communication with the ability to convey complex ideas clearly.
- Detail-oriented, proactive, and able to work in a fast-paced, collaborative environment.
- Proficiency with data sources (Bloomberg/FactSet) and familiarity with portfolio management concepts is a plus.