Investment Analyst Jobs

Company Profile

Serving the American Dream Through Attainable Home Ownership.

Since opening our doors in 1999, Cascade Financial Services has grown to become one of the most trusted lenders in Attainable Housing. Our goal is to help thousands of families realize the dream of home ownership by offering mortgage loan solutions customized to the manufactured housing marketplace leveraging state-of-the-art business automation coupled with the most skilled professionals in the industry.

The Cascade culture lives in our team members!!! We are focused and dedicated to developing and providing a platform for growth. We are proud of the team that we’ve built and are looking for great people who will embrace our values and contribute to them: Be Unique, Be Innovative & Be Ambitious. Together, we will continue to lead the way and make a difference. We believe in work/life balance and a positive/family-like work environment.

Primary Responsibilities:

Reviewing, analyzing, and underwriting transaction opportunities

Analyzing the long-term viability of portfolio companies, their respective industries, the market for their products/services, their capital structure financing needs, and exit prospects

Building valuation models for funds and portfolio companies

Participating in due diligence meetings with General Partners and portfolio company management teams

Contributing to portfolio monitoring, including quarterly and annual portfolio reporting

Preparing investment analysis for presentation to the firm’s Investment Committee

Qualifications / Experience:

1 to 3 years of experience within a relevant industry including: investment banking, private equity, secondary fund of funds, pension fund, family office, financial/management consulting or transaction services

Outstanding academic achievements at a top-tier university

Excellent financial modeling and valuation skills

Passion for investing

Ability to self-start, multi-task and punctually complete projects with exceptional attention to detail

Fluent English with excellent oral and written communication skills

Knowledge of additional languages a plus while not mandatory

Strong work ethic and interpersonal skills

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