Investment Analyst Job at Aquarian Holdings, New York, NY

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  • Aquarian Holdings
  • New York, NY

Job Description

Aquarian

Aquarian is a diversified global holding company with a strategic portfolio of insurance and asset management solutions.

After launching in 2017, Aquarian finalized its first investment in 2018. Since then, Aquarian has grown to over $19.5B in assets under management. Aquarian Insurance acquires and operates companies providing retirement income and reinsurance solutions for millions of people. Aquarian Investments deploys capital into opportunities that yield attractive risk-adjusted returns with downside protection for its clients.

Aquarian's approach combines a wide and holistic view of the investment landscape with incisive decision-making and deep investing acumen. The company invests across the capital structure and creates tailored financing solutions that enable high-quality companies to grow and evolve.

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
Aquarian Holdings

Job Tags

Immediate start,

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