Investment Fund Financial Analyst – Oklahoma City

Investment Fund Financial Analyst – Oklahoma City

CSI Recruiting is working with an Oklahoma City-based investment fund to hire an experienced Investment Fund Financial Analyst to join the company’s experienced accounting and finance team.

This Financial Analyst will provide technical evaluation on potential acquisition and divestiture targets, assist with investor relations materials, hedging analytics and execution, budgeting and planning, treasury and optimization of existing asset portfolio.

The role will focus on providing valuations for a myriad of investment opportunities, will be asked to build and run discounted cash flow models and will need to have at least familiarity with the basic economic measures of merit Calculate Economic Analysis measures-of-merit including Net Present Value (NPV), Equivalent Uniform Annual Worth (EUAW) and Non-monetary Benefits.


  • Bachelor’s degree in Finance or Accounting required
  • 3+ years of experience as financial analyst working within investment banking, private equity or the energy industry 
  • Excellent analytical skills, organizational skills, and acute attention to detail
  • Strong verbal, written and interpersonal communication skills to interact with team members at all levels of the organization
  • Strong problem solving skills with the ability to handle multiple, competing priorities
  • Ability to work independently and as part of a team
  • Proven intermediate to advanced Excel and PowerPoint skills, familiarity with Spotfire or similar tools a plus


  • Create and produce on a monthly basis, reporting and analysis to provide business insight to senior management.
  • Analyze large quantities of data to distill information into insightful analysis and presentations for senior management summarizing performance and progress toward goals.
  • Provide in depth analysis on key operational metrics.
  • Assist in projecting Company financial performance and cash needs.
  • Provide recommendations for new investments both verbally and in presentation form.
  • Sources content for financial models and reports, including industry data, external research, as well as assumptions as input.
  • Identifies unrealistic assumptions in new investment underwriting through not only data, but also conversations and fact checking with internal-peers, external-peers, and independent research.
  • Develop effective presentation materials for investors and potential investors.
  • Assist with analysis and preparation of materials needed for fundraising.
  • Assist in the lookback performance measurement of the Company’s investments and in responding to requests and inquiries from investors. This will include creating and updating detailed financial models incorporating various financial structures.
  • Assist on certain special projects and ad hoc analyses for the VP of Finance, CFO and CEO involving financial modeling and analysis.