Investment Analyst (Summer 2027 Start Date)

Description

Hiring in multiple locations: Austin, TX; New Orleans, LA; & St. Louis, MO

***This position will start Summer 2027***

Role Overview

Advantage Capital is seeking an Analyst to assist with financial analysis and forecasting. Other duties include:

• Evaluate potential equity and/or debt investments in operating companies in various industries, which provide a measurable impact alongside financial return.
• Meet with management and conduct on-site due diligence as part of the investment process. This entails travel across the United States a few days per month.
• Work on deal teams during the due diligence process, underwriting, and closing of various types of transactions including subordinated debt, senior debt, venture capital, growth equity.
• Prepare financial models and help craft and pitch investment presentations for internal committee approval.
• Work with senior deal team members in portfolio-company monitoring activities (i.e., quarterly reviews, board calls, follow-on investments).
• Be a point-of-contact for existing portfolio companies.
• Learn the program structures of New Market Tax Credits, Solar, Rural Jobs & Investments Act and other state and federal programs.
• Work with legislative and compliance team to capture investment impact and job data.

Qualifications

• Bachelor’s degree in finance, accounting, or related field (or estimated graduation date spring/summer 2027)
• 0-1 years of relevant work experience preferred
• Proficiency in Microsoft Office (Excel, Outlook, PowerPoint, Word)
• Financial analysis and modeling experience
• Excellent verbal and written communications skill

About Advantage Capital

Founded in 1992, Advantage Capital has endeavored to generate competitive investment returns while fulfilling our mission of bringing businesses and jobs to markets that historically lack access to investment capital. We have levered $3.3 billion in capital raised in connection with federal new markets tax credits and companion state tax credit incentive programs to invest approximately $4.2 billion in more than 900 small businesses in 39 states and the District of Columbia. In total, Advantage investments have supported 67,900 jobs. We expanded our syndication platform in 2015 to the affordable housing space and in 2016 launched our renewable energy business line, experiencing rapid growth.

Perks at Advantage Capital

• Competitive medical, dental and vision insurance
• Life insurance, disability, and long-term care
• HRA and HSA with annual company deposit
• 401(k) with company match
• Employee stock program
• Training & development opportunities
• Paid personal & vacation time
• Paid parental leave
• Gym membership
• Employee assistance program
• Firm-wide retreats
• Service awards
• Company swag
• Holiday parties
• Community service opportunities

Notice of AI Use in Job Application Review

As part of our commitment in creating a fair, efficient, and consistent hiring process we may use artificial intelligence (AI) to help our recruiting teams organize, summarize, and analyze information provided by candidates, including resumes, application responses, and other materials submitted during the application process.AI may be used to identify patterns, highlight relevant skills, and experience, and assist in comparing a candidate’s qualifications with the requirement of a specific role. These tools are to improve efficiency and consistency while supporting more informed hiring decisions, which will ultimately be made by the hiring team.