Investment Analyst

Weiss Asset Management•Boston, MA

6d•$135,000 - $200,000•Onsite

About The Position

Weiss Asset Management LP is seeking an Investment Analyst in Boston, MA. This in-person role is responsible for analyzing investment opportunities, with a primary focus on mergers and acquisitions (M&A). The analyst will research new investment strategies, interpret complex financial data, and develop analytical tools to assess M&A opportunities. Key responsibilities include performing economic and financial analysis of companies involved in M&A, utilizing advanced statistical and financial techniques, building predictive models, and developing investment theses. The role also involves maintaining relationships with counterparties, supporting securities trading with advanced analytics, and applying econometric techniques for forecasting economic trends impacting M&A. The analyst will develop and validate financial models, including downside scenarios and projections, and clearly communicate investment advantages and risks. A significant part of the role involves rigorous analysis of financial covenants, corporate structures, credit indentures, and ratings agency reports.

Requirements

Bachelor’s degree (or an equivalent foreign degree) in Finance, Mathematics, Statistics or a closely related field.
Experience with financial modeling techniques including discounted cash flow analysis, macroeconomic forecasting, and corporate finance valuation methods.
Experience with probability theory, statistical inference, linear regression, and stochastic processes applied to statistical models of investment.
Experience with M&A probability and timing tools using statistical software including Python and R, as well as econometric techniques for forecasting.
Experience with derivatives pricing and hedging strategies applied to equity and equity-linked securities in connection with investment strategies using Monte Carlo simulation and Black-Scholes option pricing models.

Responsibilities

Performing economic and financial analysis of companies involved in M&A activities utilizing complex statistical and mathematical techniques and modeling, including analyzing complex financial documents and analyst reports, and assessing the probability and timing of potential mergers.
Researching and developing analytical tools to assess potential M&A opportunities through the use of financial statistical software to build models predicting the likelihood, timing and probability of mergers and acquisitions.
Employing advanced statistical, financial and numerical techniques to develop tools for evaluating M&A scenarios.
Developing and maintaining relationships with counterparties to identify new M&A investment opportunities.
Utilizing advanced statistical analytics to support the trading of securities to implement firm-wide M&A strategies, as well as financial strategy development.
Utilizing advanced simulation modeling techniques to develop investment theses related to M&A activities.
Applying econometric time series statistical techniques to forecast economic trends impacting M&A activities.
Developing and validating detailed financial models, including running downside scenarios and reviewing financial projections.
Clearly identifying and communicating the investment advantages and risk scenarios for each investment.
Perform rigorous analysis on financial covenants and corporate structures incorporating analysis of credit indentures and ratings agency reports.