Investment Analyst

Aquarian Holdings

New York, NY, USA
Posted on May 20, 2024

Aquarian

Founded in 2017, Aquarian Holdings (“Aquarian”) owns, operates, and invests in a range of businesses in financial services, insurance, real estate, and technology. We work with skilled operators to grow exceptional businesses – from de novo ventures to established brands – that create long?term value for their clients, their employees, and their stakeholders. By providing customized financing, differentiated access to opportunities, and other key resources, we enable our portfolio companies and investments to execute their strategic initiatives responsibly.

Aquarian?owned companies control more than $16 billion in assets. The mission of the Aquarian team is to optimize those assets and produce the kinds of attractive risk ?adjusted yields that can both meet today’s needs and underwrite tomorrow’s growth.

To make that happen, we bring the highest degree of rigor, ingenuity, and thoughtfulness to how we deploy capital and how we work with our companies and each other. As Aquarian builds on this strong foundation, we are looking for exceptional people to share their best, most innovative ideas and work with us to build next?generation companies.

The Role

Aquarian Investments is seeking an exceptional 1st/ 2nd year Analyst to join the Investments Team and focus on private investments across the capital structure spanning various asset classes. Aquarian is a registered investment advisor specializing in alternatives and special situation investments.

The Analyst will report to the Investments Principals and be responsible for assisting with transaction evaluation, execution, and investment monitoring of private investments.

The ideal candidate will have completed relevant coursework in corporate finance, accounting, statistics, and/or economics, and have a history of demonstrated academic success.

Analysts at Aquarian are considered integral members of the Investments Team and receive significant on-the-job and formalized training with the opportunity to take on progressively higher levels of responsibility. For high-performing individuals, we expect this role to provide significant advancement opportunities within the firm. The position is located in New York City, with an immediate hire date.

Specific responsibilities of the role include:

  • Assist with the evaluation of potential transactions, including performing due diligence, creating and building complex financial models, and preparing investment committee presentations
  • Aid in the execution of approved transactions, including supporting the negotiation and development of term sheets and other legal documents
  • Coordinate with third-party resources, including lawyers, bankers, and diligence service providers
  • Conduct periodic and ad-hoc portfolio management and oversight of transactions that have been executed
  • Collaborate with multiple teams, including but not limited to the Operations Team, Finance Team, and Legal Team, to ensure timely completion of fundings and compliance with regulatory guidelines

Desired experience:

  • Background in corporate finance, accounting, statistics, real estate, and/or economics
  • Robust skills in Microsoft Excel and PowerPoint, with proficiency in other Microsoft Office applications
  • Familiarity with financial services applications such as Capital IQ, Bloomberg, Intex, etc.
  • Basic understanding of credit investing, including pricing, interest calculation, and financing structures would be a plus

We desire the following qualities in all candidates:

  • Must be detail-oriented, and have excellent spreadsheet, presentation, and analytical skills
  • In addition, strong critical thinking skills, a high degree of intellectual curiosity, and a desire to take on greater responsibilities and leadership are all required to be a successful member of the Aquarian team
  • Ability to work efficiently and effectively both on teams and individually
  • Must have the ability to manage multiple tasks simultaneously and meet deadlines for short, long, and ad-hoc assignments
  • Excellent interpersonal, written, and oral communication skills required to effectively communicate with a variety of audiences
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