About Us:
InterVest Capital Partners® (“ICP”) is an SEC registered investment adviser based in New York City, focused on asset-based lending, private debt, leasing and other structured finance verticals including both commercial and consumer focused assets. ICP also provides both debt and equity solutions in the real estate space. Prior to 2012, the InterVest Capital Partners Investment Team was part of the Structured Finance and Business Development Division of Wafra Inc. Between 2012 and 2021, the ICP team was known as Wafra Capital Partners until rebranding itself to InterVest Capital Partners.
Since 1999, the firm’s Leasing and Finance Program has established over 130+ funds with committed capital exceeding $18 billion. Standalone assets under management currently exceed $10 billion. The strategy is principally focused on investing in various segments of specialty finance, equipment leasing, asset-based financing and real estate.
Summary of the Position:
We are seeking an analyst / senior analyst level colleague to join our investment team in New York City. This employee will be responsible for evaluating various types of investments in specialty finance platforms (commercial and consumer non-bank lenders, equipment lessors, and equipment rental companies), which can include equity and debt investments across various parts of the capital structure.
The employee will also work on various portfolio management functions of the current portfolio. As a lean organization where employees are expected to thrive with autonomy over their work, there will be constant exposure to senior executives and the investment / asset management decision making process.
Key Responsibilities:
- Underwrite acquisition, private debt, and other investment opportunities
- Analyze financial models, build in sensitivity analysis, and opine on management projections / assumptions
- Prepare proposals for potential investment targets and assist in structuring transactions (terms, covenants, security arrangements, etc.)
- Prepare and present investment committee materials to the ICP investment committee
- Work on multiple projects simultaneously, managing time and resources to ensure work is completed efficiently within established timeframes
- Support portfolio management for new and existing investments, including participating in board level meetings and discussions
Skills & Qualifications:
- 1 – 3 years of experience in investment banking, private debt, or private equity is required
- Strong analytical abilities and in-depth knowledge of finance and financial statement analysis
- Effective written and oral communication skills
- Strong proficiency in Excel, financial modeling, and investment committee material preparation within Microsoft Word
- General knowledge of capital markets / private debt and investment structuring
- The ability to work effectively with both peers and senior executives in a highly entrepreneurial, team-oriented environment
- Prior experience focused on the specialty finance industry is a plus, but not a requirement
This role is also eligible for a discretionary annual bonus, as well as access to top of the line medical, dental, and vision insurance, life and disability insurance, 401(k) plan (with matching contributions), discounted gym memberships, and all other benefits afforded to full-time employees of InterVest Capital Partners.
