Investment Analyst

Company: Cypress Creek Partners
Location: Austin
Posted on: April 6, 2021

Job Description:

About Cypress CreekCypress Creek Partners, headquartered in Austin, Texas, is a next generation private markets investment platform with over $500 million of assets under management. Cypress Creek seeks to provide its investors with superior cross-cycle, risk-adjusted returns. The Founding Partners have successfully invested over $5 billion across private equity and real asset strategies throughout their careers. Our vision is to become the institutional investor of choice for clients seeking differentiated access to the full spectrum of global private markets.
With strong financial backing from prominent institutional investors, the Cypress Creek team continues to evolve the 'endowment model' by implementing the partner-centric approach they refined over their careers - building strategic partnerships with new and developing managers in the underserved lower/middle markets. Cypress Creek investors will benefit from our proven approach to asset and manager selection, use of cost-efficient structures, liquidity-minded portfolio construction, and best-in-class operational framework and processes.
Executive Summary - RoleThe Investment Analyst role represents the opportunity for an individual to become a key contributor at a young and fast-growing investment firm. Cypress Creek offers the Investment Analyst an opportunity to learn all aspects of investing across multiple asset classes with an emphasis on private markets (funds, co-investments and direct investments).
To be successful in this role, he/she will:1) Exhibit a strong attention to detail and organizational skills2) Be a self-starter that can manage multiple tasks effectively3) Enjoy working in a collaborative environment4) Possess intellectual curiosity driven by a long-term interest in investment management as a career
The Investment Analyst reports directly to one of the Founding Partners and works closely with members of the Investment and Operations teams. The role is based at Cypress Creek's central Austin office.
Primary Duties and Responsibilities-- Assist in managing the pipeline of new investments, including documentation-- Monitor and analyze existing portfolio investments versus benchmarks and underwriting expectations-- Manage, modify and maintain portfolio risk, liquidity, and valuation models-- Build and update financial models for new and existing investment opportunities-- Perform proprietary research on investments, sectors and asset classes to drive portfolio construction and investment decisions-- Assist in the preparation of Investment Committee documents-- Help lead diligence-related interviews and other analysis-- Collaborate with the Operations team-- Actively engage with prospective and current investment partners-- Help prepare materials for quarterly and ad hoc fund board of director meetings-- Undertake special projects, as requested QualificationsAttributes/Skills:-- High level of integrity and professionalism-- Strong willingness and desire to learn and grow-- Knowledge of U.S. generally accepted accounting principles-- Advanced valuation and transaction modeling skills for private and public securities-- Superior orientation to detail and accuracy-- Robust and demonstrated quantitative and critical thinking skills-- Excellent organizational and multi-tasking capabilities -- Resourcefulness and ability to work effectively under pressure-- Demonstrated ability to be proactive and self-motivated -- Strong interpersonal skills and ability to work well in a team-oriented, collaborative environment-- Effective listening, verbal, and written communication skills-- High degree of proficiency with the Microsoft Suite of products, particularly Excel and Word-- Prior experience with Backstop is a plus
Education/Experience:-- Undergraduate degree in Finance, Accounting, or a related field with a strong track record of academic excellence-- One to three years of relevant work experience, ideally at an institutional-caliber investment management firm (including an investment bank, endowment/foundation, pension fund, family office, fund-of-funds, hedge fund, or private equity fund). -- CFA designation or a desire to pursue one is a plus
Compensation and BenefitsThis is a full-time, exempt position. Compensation will be commensurate with related work experience and education. Cypress Creek offers above-market benefits, including medical, dental, and vision benefits and a 401(k) retirement plan.

Keywords: Cypress Creek Partners, Austin , Investment Analyst, Professions , Austin, Texas