Senior Analyst

Firm Overview:

SBJ Elevation, based in San Diego, CA, provides mezzanine debt and equity to US based companies in the healthcare, business services and consumer industries with an impact focus on quality jobs. The firm is part of SBJ Capital which has ~$700 million of capital under management. SBJ Elevation invests up to $25 million per company and targets businesses with $10 to $100 million of revenue and $2 to $10 million of EBITDA at the time of investment and provides operational resources, strategic advice, and a partnership-oriented approach to help businesses achieve their full potential. 

Position Summary:

SBJ Elevation is seeking to hire a Senior Analyst to become a key player in the investment process, including evaluating new investments, underwriting and structuring investments, supporting the due diligence process and ongoing monitoring of portfolio companies. This position will work closely with the firm’s Partners and have the opportunity to work with portfolio company executives (CEOs, CFOs, etc.).

This candidate must thrive in an entrepreneurial environment with the ability to work in less structured environments with minimal oversight.

Position Responsibilities:

Supporting all aspects of the investment process including analyzing, evaluating and executing subordinated debt and equity investment opportunities

Conducting due diligence and financial analysis on potential investments, including participating in management presentations of prospect companies

Researching investment target’s competitive position, market size and industry dynamics

Building investment models for debt and equity transactions to analyze investment returns and impact to fund portfolio

Developing financial analyses, reports and presentations to facilitate making investment and business decisions

Quickly develop a sense of what makes an appropriate SBJ Elevation investment opportunity

Prepare for, participate and document calls with third party diligence providers, including legal, accounting and industry specific consultants

Assisting with the preparation of investment memos and supporting the presentation of investment recommendations to the firm’s investment committee

Ongoing monitoring of portfolio company performance including creating and tracking company financial performance and KPIs

Qualifications:

Must have 3 years investment banking and/or private equity experience

Bachelor’s degree in finance, accounting and/or other related field with strong academic background

Demonstrated history of building P&L, B/S and Cash flow based accounting/investment models

Team player with proven ability to work in a collaborative environment

Very strong verbal and written communication skills

Advanced proficiency in MS office, including Excel, Word and PowerPoint

Exceptional interpersonal and quantitative skill set

Self-starter with the ability to work in a lean team environment with limited supervisory oversight

Strong attention to detail

Superior analytical thinking and problem-solving skills

Ability and willingness to travel

Strong integrity and professionalism

Location: Onsite – San Diego, CA 

Compensation: Competitive compensation and benefits consistent with similar sized investment funds

Please note due to high interest in the position we will only respond to you if your background/qualifications meet the requirements for the position.