Investment Analyst (Summer 2027 Start Date)

Investment Analyst (Summer 2027 Start Date) Hiring in multiple locations: Austin, TX; New Orleans, LA; & St. Louis, MO Role Overview Advantage Capital is seeking an Analyst to assist with financial analysis and forecasting. Other duties include: This position will start Summer 2027*** Evaluate potential equity and/or debt investments in operating companies in various industries, which provide a measurable impact alongside financial return. Meet with management and conduct on-site due diligence as part of the investment process. This entails travel across the United States a few days per month. Work on deal teams during the due diligence process, underwriting, and closing of various types of transactions including subordinated debt, senior debt, venture capital, growth equity. Prepare financial models and help craft and pitch investment presentations for internal committee approval. Work with senior deal team members in portfolio-company monitoring activities (i.e., quarterly reviews, board calls, follow-on investments). Be a point-of-contact for existing portfolio companies. Learn the program structures of New Market Tax Credits, Solar, Rural Jobs & Investments Act and other state and federal programs. Work with legislative and compliance team to capture investment impact and job data. Qualifications Bachelor’s degree in finance, accounting, or related field (or estimated graduation date spring/summer 2027) 0-1 years of relevant work experience preferred Proficiency in Microsoft Office (Excel, Outlook, PowerPoint, Word) Financial analysis and modeling experience Excellent verbal and written communications skill About Advantage Capital Founded in 1992, Advantage Capital has endeavored to generate competitive investment returns while fulfilling our mission of bringing businesses and jobs to markets that historically lack access to investment capital. We have levered $3.3 billion in capital raised in connection with federal new markets tax credits and companion state tax credit incentive programs to invest approximately $4.2 billion in more than 900 small businesses in 39 states and the District of Columbia. In total, Advantage investments have supported 67,900 jobs. We expanded our syndication platform in 2015 to the affordable housing space and in 2016 launched our renewable energy business line, experiencing rapid growth. Perks at Advantage Capital Competitive medical, dental and vision insurance Life insurance, disability, and long-term care HRA and HSA with annual company deposit 401(k) with company match Employee stock program Training & development opportunities Paid personal & vacation time Paid parental leave Gym membership Employee assistance program Firm-wide retreats Service awards Company swag Holiday parties Community service opportunities #J-18808-Ljbffr Deutsch Creative