About Us

Banner Ridge Partners is a $15 billion AUM private equity firm investing across primary, secondary and co-investment transactions with a focus on distressed, special situations, opportunistic credit and deep-value investments. Headquartered in New York City, the team has a fourteen-year track record delivering 25%+ net returns to investors. Banner Ridge’s 25+ person team is primarily comprised of investment professionals.

Job Description

Banner Ridge is seeking a high-performing and self-motivated Investment Analyst to join its underwriting investment team. The ideal candidate is detail-oriented and entrepreneurial, with strong investment acumen and a passion for working within an opportunistic investment mandate at a growing, collaborative firm. The primary responsibilities include:

Conducting in-depth research and analysis on potential investments across different transaction types, industries and securities throughout the capital structure
Working in small deal teams to complete thorough due diligence efforts, including frequent interaction with private equity fund managers, company management teams and industry experts
Building, maintaining and updating advanced financial models in Excel for valuation and return analysis of portfolios and single assets, including secondaries, credit and leveraged buyout models
Preparing extensive investment memoranda, presentations and other materials summarizing the investment analysis outputs and providing investment recommendations and discussing the investment thesis in front of the investment committee
Participating in deal structuring, valuation and execution processes
Assisting with portfolio management and ongoing monitoring of fund interests and underlying portfolio companies through continuous review of reports, financial statements and public disclosures
Maintaining and updating the firm’s deal pipeline database to ensure accuracy and completeness of all relevant data
Actively contributing to the team’s collaborative culture by generating and sharing actionable investment ideas across strategies

Key Attributes & Requirements

0.5-2 years of relevant experience in a finance-related role, including investment banking, private equity, private credit, consulting and/or secondaries
Bachelor’s degree from a leading university with a strong academic record; majors in economics, finance or mathematics preferred
Demonstrated financial modeling expertise commensurate with sophisticated investment analysis
Strong intellectual and analytical capabilities with a demonstrated ability to structure and solve complex problems and exceptional attention to detail
Excellent interpersonal, communication and presentation skills with the ability to build strong professional relationships
Superior organizational and time management skills, a strong work ethic and the ability to perform effectively under pressure
Available for full-time, on-site employment at the firm’s Midtown Manhattan office (five days per week)

Banner Ridge Partners, LP

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