Statement of Duties

The Investment Analyst will support the Investment Team by acting as an efficient team player with the ability to quickly assess the needs of, develop a work plan for, and excel at all tasks given regardless of previous knowledge. The candidate must have a working knowledge of financial fundamentals and financial modeling. Real estate experience is a plus, but not required. The overall purpose of this role is to support Commerce RI’s goal of drawing business to the area and getting Rhode Islanders back to work.

Position Functions

The essential functions and duties listed below are intended only as illustration of the various types of work that may be performed. The specific omission of specific statements of duties does not preclude them from the position if work is similar, related, or a logical assignment to the position

Responsibilities

• Evaluate applications for state business and real estate incentive investments;
• Building complex pro-forma financial models and valuation analyses, including scenario analyses;
• Prepare investment summaries to support the investment approvals process; and
• Support the negotiation and closing process for all transactions/contracts.

Key Competencies

• Intelligence: The ability to acquire understanding and absorb information A quick study.
• Resourcefulness: Passionately finds ways over, around, or through barriers to Achieves results despite lack of resources. Goes beyond the call of duty. Shows bias for action. A results- oriented “doer.”
• Written Communications: Writes clear, precise, well-organized documents using appropriate vocabulary, grammar, and word usage.
• Goal Setting: Sets fair stretch goals for self and Encourages individual initiative.
• Ambition: Desires to grow in responsibility and

• A Bachelor’s degree is An academic concentration in Finance, Accounting, Economics, Business, Strategic Management, or related field is preferred.
• Relevant professional experience in economic development, financial analysis, private equity, real estate, investment banking, and/or consulting.
• Highly proficient in MS Office, especially building flexible Excel
• Excellent quantitative and qualitative analytical
• Exceptional verbal and written
• Interest in economic development and motivated by Commerce RI’s