Investment Analyst supporting deal origination, execution, and portfolio monitoring at a private equity firm. Collaborating with senior professionals and performing detailed financial analyses.
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
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
Requirements
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
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