Private Investments Analyst
Employment: Full-time
Compensation: $70K - $90K
Start Date: Summer, As soon as possible
Department: Finance & Accounting
Overview:
The Analyst will be responsible for assisting in all M&A, strategic growth, and private investment
activities. The candidate will be responsible for assisting in sourcing, evaluating, and executing
both corporate and family office investment opportunities. The candidate will also be responsible
for assisting in strategic growth initiatives, which include the evaluation and execution of
expansion into new services, new markets, and new geographies.
Responsibilities:
● Conduct detailed financial modeling, valuation analyses (LBO models, comparable
company analysis, precedent transactions analysis), and sensitivity scenarios.
● Assist in due diligence work streams, including industry research, market sizing,
competitive analysis, customer interviews, and coordination with third-party advisors.
● Prepare executive and investment committee materials, internal memos, and
presentation decks.
● Assist in negotiation of term sheets, transaction documents, and closing processes.
Qualifications:
● Assist in the evaluation of growth initiatives that include market, competitor, operational,
and financial analysis of new or existing services.
● Collaborate with internal and external parties to support large-scale strategic growth
initiatives.
● Create executive presentations to support key project findings and recommendations.
● Bachelor's degree in finance, economics, accounting, or business preferred.
● High proficiency with Microsoft Office (Excel, Word, and PowerPoint).
● Ability to review financial statements, create financial models, and develop financial
analysis.
● Build and maintain complex financial models.
● Effective communication skills, including both written and verbal.
● Capability to work collaboratively in a team environment.
● Ability to organize and manage multiple priorities and timelines.
● Ability to work irregular or extended hours.
Important: The successful application submission for the above role(s) will be conditional to
your profile evaluation by our AI system. We can let you know better once you submit your
resume.
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