Investment Analyst

Key Responsibilities

• Supporting deal origination efforts, including outreach support, inbound opportunity screening, and maintaining a live pipeline/CRM
• Building and maintaining detailed financial models (3-statement, sources & uses, returns, sensitivities, scenario analysis)
• Analyzing historical financials, normalizing EBITDA, and identifying key diligence issues and value drivers
• Assisting in the preparation of investment committee materials, including investment memoranda, presentations, and supporting analyses
• Supporting execution workstreams including IOIs/LOIs, lender materials, CIM review, data room requests, and diligence trackers
• Conducting market and industry research (TAM, unit economics, competitive landscape, customer dynamics, fragmentation, pricing)
• Coordinating with third-party advisors (legal, accounting, insurance, lenders, QoE) and assisting with diligence calls and meeting notes
• Aiding in portfolio company reporting, KPI tracking, and performance monitoring, including monthly/quarterly variance analysis
• Helping develop repeatable tools and processes for underwriting, diligence, and portfolio monitoring
• Serving as a resource for ad hoc strategic initiatives across the firm

Qualifications

• Bachelor’s degree required; finance, economics, accounting, or quantitative discipline preferred
• 2+ years of experience in investment banking, private equity, consulting, transaction advisory, or related analytical roles
• Demonstrated financial modeling capability; strong Excel proficiency required
• Strong analytical skills and high attention to detail
• Ability to work effectively in a fast-paced environment and manage multiple projects simultaneously
• Strong written and verbal communication skills; ability to synthesize complex information clearly
• Highly motivated, proactive, and self-directed; comfort operating in a lean team environment

Pay

• Expected annual base salary range: $130,000 - $250,000

Benefits

• Comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits
• Paid time off
• Life insurance
• 401(k) plan
• Discretionary bonuses