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
Assisting with 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
Supporting ad hoc strategic initiatives as needed across the firm

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

comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits
paid time off
life insurance
401(k) plan
discretionary bonuses
Certain employees may also be eligible for equity and other incentive compensation at the Firm’s sole discretion

Investment Analyst

Key skills