Private Equity Analyst - 119th Street Capital

About 119th Street Capital: 119th Street Capital is the private investment arm of First Bancshares, Inc. a 5th generation family-owned financial holding company defined by its distinct focus on organizational culture and long-term impact. The holding company is anchored by Centier Bank, with 125+ years of history, 60+ retail locations, $9+ billion in assets, and 1,000+ associates. First Bancshares seeks to diversify through strategic investments in financial services firms that share our belief in the importance of a firm’s culture and long-term impact. These investments are made through the private investing arm of First Bancshares, 119th Street Capital. As a member of the 119th Street Capital team, you will have the opportunity to work on investment initiatives focused on strategically growing First Bancshares and generating investment return. As a finance expert, you will play a key role in evaluating the financial viability of business acquisitions, majority and minority equity investments, and strategic partnerships. You will also engage in industry research and all components of the deal execution process.

Job Summary: In collaboration with senior team members, identify, diligence, execute on, and monitor strategic financial services investments on behalf of 119th Street Capital.

Essential Duties and Responsibilities:

• Financial Analysis: Perform detailed financial modeling, valuation analysis, and industry research to support investment decisions. Create and maintain financial models, including discounted cash flow (DCF) analysis, comparable company analysis, and precedent transactions.
• Due Diligence: Assist in the due diligence process for potential investments, including reviewing financial statements, assessing business models, and identifying key risks and opportunities.
• Market Research: Conduct comprehensive market research to identify trends, competitive landscapes, and potential investment opportunities.
• Investment Proposals: Prepare and present investment proposals and recommendations to senior team members and investment committees.
• Portfolio Management: Support the monitoring and evaluation of portfolio companies, including tracking financial performance, operational metrics, and strategic initiatives.
• Documentation: Prepare detailed investment memoranda, presentations, and other documentation required for investment reviews and decision-making.
• Collaboration: Work closely with senior team members, investment professionals, and portfolio company management to execute transactions and manage investments.

Knowledge, Skills & Abilities:

• Strong ability to analyze and interpret complex data.
• Proficiency in identifying key financial and operational metrics.
• Advanced skills in Microsoft Excel for financial modeling and analysis.
• Proficiency in Microsoft PowerPoint for creating presentations and reports.
• Ability to conduct comprehensive market research and gather relevant data.
• Excellent verbal and written communication skills for presenting findings and recommendations.
• Ability to create clear, concise, and persuasive investment proposals and reports.
• High level of accuracy in financial analysis, reporting, and documentation.
• Strong organizational skills to manage multiple tasks and projects efficiently.
• Strong team player with the ability to collaborate effectively with colleagues and external stakeholders.
• Ability to manage and prioritize multiple projects and deadlines in a fast-paced environment.
• Strong sense of integrity and understanding of ethical considerations in private equity transactions.

Education and Experience Requirements:

• Bachelor’s Degree with a concentration in finance or related major from an accredited university.
• A minimum of two years of full-time work experience in a field such as investment banking, private equity, private credit, or corporate development.

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