Investment analyst

The Investment Analyst supports deal sourcing, financial analysis, due diligence, investment committee preparation, and portfolio monitoring across Impact Capital’s strategies (e.g., private equity, private credit, venture, and/or public markets as per mandate). The role combines rigorous modeling with market/sector research to help originate high‑quality opportunities and improve portfolio returns while maintaining disciplined risk management.

• Deal Sourcing & Screening
• Track target sectors, build lists of potential targets (companies/funds), and maintain the deal pipeline CRM.
• Conduct initial screens (market size, unit economics, competitive positioning, valuation sanity checks).
• Coordinate NDAs, data‑room access, and management intro calls.
• Financial Modeling & Valuation
• Build and maintain three‑statement models, DCF/LBO/comps, returns analyses (IRR/MOIC), and downside cases.
• Perform trading and transaction comps, precedent analysis, and benchmarking.
• Stress‑test assumptions;document model logic for transparency and reproducibility.
• Due Diligence
• Support commercial,financial, legal, tax, and operational diligence; coordinate Q&A and data requests.
• Analyze cohorts, retention,CAC/LTV, margin bridges, working capital cycles, covenant headroom (credit).
• Summarize findings and red flags with clear implications and mitigants.
• Investment Committee (IC) Materials
• Draft teasers, one‑pagers,and full IC memos with thesis, valuation, returns, risks, and sensitivities.
• Prepare slides and talking points; maintain an audit trail of sources and assumptions.
• Portfolio Monitoring & Value Creation
• Update monthly/quarterly dashboards: KPI trends, covenant reporting (if credit), and variance analysis.
• Assist with initiatives (pricing, go‑to‑market, ops improvements) and track value‑creation workstreams.
• Support exit preparation (data‑books, vendor DD, buyer lists) when relevant.
• Research & Insights
• Produce sector briefs (TAM/SAM/SOM, regulatory, supply chain, competitive moats).
• Track macro indicators (rates, FX, commodities) and their impact on pipeline and portfolio.
• Maintain a knowledge base of sources, reports, and playbooks.
  
  

Qualifications

• Education: Bachelor’s in Finance, Accounting, or related. .
• Experience: 0–3 years in investment banking, private equity/credit, equity research, consulting, or FP&A with heavy modeling. High‑performing fresh graduates may be considered with strong internships.
• Certifications (nice to have): CME1, CME4