Brixey & Meyer Capital · 6 hours ago
Financial Analyst
Brixey & Meyer Capital (BMC) is growing, and they are seeking a sharp and driven Financial Analyst to join their Portfolio Management team. In this role, you will advise and support portfolio companies across financial planning and analysis, playing a key part in driving the growth of lower middle market businesses.
Responsibilities
Develop and maintain complex financial models, including three-statement forecasts, liquidity analysis, exit strategies, and covenant testing
Monitor and analyze performance across BMC’s portfolio companies, providing insights and actionable recommendations
Draft investment memoranda and internal presentations to communicate findings to the leadership team
Partner with portfolio companies to support strategic financial and operational initiatives
Review and refine work products to ensure accuracy and logical presentation
Assist with special projects for the BMC Leadership Team as needed
Qualification
Required
Bachelor's degree in Finance, Economics, or a related field (required)
Strong financial analysis and modeling skills, ideally with private equity or investment banking experience
Proven project management ability with a track record of leading initiatives to successful completion
Exceptional attention to detail and comfort working with complex financial data
Strong strategic thinking skills to evaluate opportunities and risks
Excellent communication and presentation skills to share insights with both internal and external stakeholders
Preferred
advanced degrees or certifications such as CFA are a plus
Company
Brixey & Meyer Capital
Brixey & Meyer Capital intersects financial services expertise, transactional experience and entrepreneurial passion to succeed.
Funding
Current Stage
Early StageRecent News
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