Purpose and Job Summary:
ORIX Corporation USA is seeking an Investment Associate to support a newly-established investment strategy focused on GP Solutions. In this role you will be an integral member of an investment team deploying capital on behalf of ORIX's corporate balance sheet and third-party investors in Fund Finance transactions, with a particular emphasis on NAV lending. This is an exciting opportunity for a candidate with ties to Dallas to initiate a Fund Finance career with significant up-side and potential.
Essential Duties and Responsibilities:
- Origination: Support the investment process including sourcing, initial investment screening, and pipeline management
- Diligence: Conduct detailed research on transaction portfolios and sponsor capabilities; and quantitative analyses supporting investment underwriting
- Underwriting: Preparation of materials for Investment Committee consideration including investment memoranda, supporting documentation and analyses, and financial modeling
- Monitoring: Management of the GP Solutions investment portfolio including review and synthesis of quarterly and annual reporting investment sponsors, internally constructed valuation analyses, preparation of quarterly and annual investment activity and performance reporting for investors, and annual third-party audit support
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Education, Skills and Experience:
- 2+ years of transaction-oriented experience with a particular focus on candidates who have completed an Analyst program within a leading investment bank
- Undergraduate degree with exceptional academic achievement
- Extensive financial modeling skills and experience in Excel
- Extremely intellectually curious and highly self-motivated
- Exceptional written and oral communication skills
- Personal interest in investing and Private Equity
- Desire to reside in Dallas for the long term
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.