Job Description

Who You Are

• A highly analytical thinker with strong financial modeling and research skills
• Able to synthesize complex data into clear, actionable investment insights
• A proactive, detail-oriented professional with strong communication and presentation abilities
• You enjoy building authentic working relationships with team members and external stakeholders
• You are flexible, think creatively, and demonstrate a positive and solution-oriented demeanor in the face of complexity
• Passionate about private credit, technology investments, and working directly with company leadership

About the Team

Serengeti Asset Management is an opportunistic, value-driven investment firm that provides flexible capital solutions for innovative private companies and their shareholders. We invest in and build financing platforms for assets often ignored or underserved by other, more traditional capital sources. Our capital solutions seek to address complex situations through structure and creativity.

Your role will align with Rochefort Management at the firm, a joint venture with Hayman Capital. Rochefort is a private credit Small Business Investment Company (SBIC) specializing in providing capital to small businesses operating in Critical Technology industries. We invest $3M–$100M in companies that may not meet traditional bank lending criteria but have commercially validated products ready to scale.

As a Research Analyst at Rochefort, you will be key in evaluating and executing investments, working directly with CEOs, company principals, and senior investment professionals. This role offers hands-on exposure to the full investment lifecycle, from due diligence to deal structuring and portfolio management.

Responsibilities

Investment Analysis & Due Diligence

• Conduct comprehensive due diligence on potential investments, including financial, operational, and strategic assessments
• Evaluate financial statements, cash flow projections, debt structures, and potential legal risks
• Lead diligence calls with independent third-party experts, industry specialists, customers, and investors to validate an investment thesis.
• Synthesize industry data, macroeconomic trends, and company-specific insights to assess risk and opportunity
• Participate in management meetings and work closely with advisors to ensure thorough investment evaluation

Financial Modeling & Valuation

• Develop detailed financial models to assess potential investments, incorporating various valuation methodologies, including discounted cash flow, comparable company analysis, and precedent transaction Analysis
• Construct independent growth and profitability forecasts, triangulating data beyond management-prepared projections

Industry Research & Market Analysis

• Conduct deep-dive research into target industries, identifying key trends, market drivers, and competitive landscapes
• Analyze industry-specific risks and macroeconomic factors that could impact investment outcomes

Investment Presentation & Execution

• Prepare investment memos, presentations, and supporting documentation for senior leadership, investment committees, and external stakeholders
• Synthesize diligence findings into clear, actionable recommendations
• Assist in the structuring and negotiation of investment terms

Qualifications

• Bachelor's degree with prior relevant internship experience
• Highly proficient in Excel and PowerPoint with exceptional attention to detail

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