Investment Analyst

Company Overview

Banner Ridge Partners, LP is a New York City-based private equity firm managing $15 billion in assets. The firm invests across primary, secondary, and co-investment opportunities with a strong emphasis on distressed assets, special situations, opportunistic credit, and deep-value investments. With a fourteen-year history, Banner Ridge has consistently delivered net returns exceeding 25% to its investors, supported by its team of over 25 investment professionals.

Position Summary

We are looking for a detail-oriented and self-driven Investment Analyst to join our underwriting investment team. This role invites individuals with a passion for opportunistic investing and strong investment analysis capabilities to work within a small, collaborative team at a growing firm.

Key Responsibilities

• Conduct thorough research and analysis on potential investments across industries, transaction types, and capital structures.
• Collaborate in small deal teams to perform comprehensive due diligence, engaging frequently with private equity fund managers, company leadership, and industry specialists.
• Develop, maintain, and update sophisticated financial models in Excel for portfolio valuation and return analysis, including models for secondaries, credit, and leveraged buyouts.
• Prepare detailed investment memoranda, presentations, and summaries outlining analysis results and investment recommendations for presentation to the investment committee.
• Participate actively in deal structuring, valuation exercises, and transaction execution.
• Support portfolio management and monitoring activities via ongoing review of fund interests, financial statements, reports, and public disclosures.
• Maintain the accuracy and completeness of the firm’s deal pipeline database.
• Contribute to a collaborative culture by sharing innovative investment ideas across strategies.

Candidate Requirements

• Between 6 months and 2 years of relevant experience in finance-related roles such as investment banking, private equity, private credit, consulting, or secondaries.
• A bachelor’s degree from a reputable university, preferably with a major in economics, finance, or mathematics.
• Proven expertise in financial modeling suited for complex investment analysis.
• Strong analytical skills, with the ability to manage complex problem-solving and meticulous attention to detail.
• Excellent communication, interpersonal, and presentation skills, capable of building professional relationships effectively.
• Exceptional organizational aptitude, a diligent work ethic, and resilience under pressure.
• Availability for full-time, in-office work at the Midtown Manhattan location, Monday through Friday.