Skip to main content
McCarthy Search

Investment Analyst - Metals & Mining

L5

gerald groupHartford, CT4 days ago

$80,000 – $120,000+ annually

Occupations

Financial and Investment AnalystsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales Agents

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Investment Analyst Gerald Group is one of the world's oldest and largest commodity trading companies focused on the merchanting of non-ferrous, ferrous, precious metals. For over six decades, we have distinguished ourselves as leading market specialists in the merchanting of all forms of refined metals and raw materials around the world. We take pride in our well-earned reputation as a dedicated and trusted partner to top-tier miners and processors, industrial consumers, and major financial institutions. We are boldly continuing this tradition as we advance a more sustainable metals trade. Founded in the United States, our main trading office is in Stamford, Connecticut. Our world-wide operations are supported by trading hubs and offices in Geneva, Shanghai, Dubai, and other locations. In addition to our merchanting business, our mining assets include the Marampa Mines iron ore mine in Sierra Leone, and the Soremi copper and zinc mine in the Republic of Congo. Gerald Group is seeking an Investment Analyst to support the evaluation, execution and ongoing management of investments, financing transactions and offtake opportunities across the Group's global portfolio. The successful candidate will combine a technical understanding of mining and resource projects with strong financial modelling, valuation and analytical skills. This is a hands-on principal investing role. The Analyst will work across the full life cycle of a transaction, from origination and diligence through structuring, execution and post-investment asset management, with direct exposure to senior management and regular travel to operations.
Key Responsibilities: Investment Analysis and Financial Modelling
  • Build and review detailed life-of-mine financial models covering production, operating cost, capital expenditure, working capital, taxation and cash flow.
  • Perform NAV and DCF valuations for development-stage and operating assets, and assess project economics including NPV, IRR, payback, funding requirements and downside cases.
  • Run sensitivities across price decks, grade, recovery, production, operating cost and capital expenditure.
  • Evaluate capital structures across debt, equity, prepayment, streaming, royalty and offtake financing, including dilution, debt capacity, repayment profiles, covenant headroom and returns. Due Diligence and Transaction Execution:
  • Lead financial, commercial and technical due diligence on investment and trading opportunities, identifying key risks, information gaps and value-creation levers.
  • Review geological, mining, metallurgical, processing and infrastructure information with support from internal and external technical specialists.
  • Support structuring, negotiation and execution, including security, collateral, hedging, offtake, governance and risk-mitigation arrangements.
  • Prepare investment memoranda, presentations and recommendations for senior management, the Investment Committee and the Board.
  • Coordinate with traders, operators, consultants, financial institutions, legal advisers and other external stakeholders. Portfolio Management:
  • Monitor the technical, operational and financial performance of portfolio companies against budgets, mine plans and investment-case assumptions.
  • Support annual budgeting, forecasting, strategic planning and performance-improvement initiatives.
  • Work directly with portfolio-company management teams and operational personnel.
  • Spend extended periods embedded at portfolio companies and mining operations when required. Market and Opportunity Assessment:
  • Research commodity markets, mining companies, projects, jurisdictions and industry trends.
  • Support the screening and origination of investment, financing and offtake opportunities.
  • Work with the trading and business-development teams to evaluate strategic fit and commercial value.
Requirements:
  • Bachelor's degree in Mining Engineering, Metallurgy, Geology, Mineral Processing, Finance, Economics or another relevant discipline.
  • Approximately 2-4 years of relevant experience in mining investment banking, private equity, corporate development, equity research, project finance, consulting or mining operations. Title and level will be set to reflect experience.
  • Strong financial modelling skills, including NAV and DCF valuation of mining or resource assets and experience building or reviewing life-of-mine models.
  • Ability to read mining technical reports, resource and reserve statements, production schedules, recoveries, operating costs and capital expenditure, and to identify the key commercial and technical drivers of an investment.
  • Ability to convert complex technical and financial information into concise written recommendations for senior management. Advanced Excel and PowerPoint.
  • Proactive, detail-oriented and comfortable working independently across different cultures, jurisdictions and operating environments.
Preferred:
  • A technical degree combined with solid finance and accounting experience.
  • Familiarity with prepayment, streaming, royalty and offtake financing structures.
  • Prior time spent at operating mine sites.
  • Additional languages, particularly French, Chinese, Spanish, Portuguese or Arabic. Location and Travel:
  • Based in Stamford, CT On-office.
  • Travel of approximately 25-30%, particularly during the first several years, including trips of three to four weeks.
  • Willing and able to work from mining and processing sites in remote and developing-market jurisdictions, and to adapt to mine-site accommodation and operating environments. Wage Range: The wage range for this position is $80,000 – $120,000+ annually. This wage range represents a good-faith estimate of the compensation we expect to pay for this position. Final compensation will depend on the candidate's skills, experience, and other qualifications. Employee Programs & Benefits:
  • Comprehensive medical, dental, vision, long term disability, accident, critical illness, and life insurance benefits
  • Commuter benefits
  • Flexible Spending Accounts
  • Health Saving Account
  • 401(k) plan with company match
  • Short- and long-term disability
  • Tuition reimbursement
  • Paid time off for vacation, personal, and sick time
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Salary

$80,000 – $120,000+ annually

Location

Hartford, CT

Occupation

Financial and Investment Analysts

Industry

Portfolio Management and Investment Advice

Posted

4 days ago

To get sharper similar jobs, create your profile using the link below.

Create profile