Investment Analyst

Job Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• MBA or progress towards a CFA designation is highly preferred.
• Experience in a relevant role such as investment banking, private equity, venture capital, or equity research.
• Proven experience in financial modeling, company valuation, and due diligence.
• Strong understanding of accounting principles and financial statement analysis.

Job Description

• Conduct comprehensive company valuations for existing and upcoming investments using various methodologies (DCF, LBO, comparable company analysis, precedent transactions).
• Analyze financial statements, KPIs, and operational metrics to evaluate business performance, competitive positioning, and growth prospects.
• Develop and maintain complex financial models to forecast performance and assess investment returns.
• Lead financial and commercial due diligence across potential deals to validate assumptions, uncover risks, and assess investment feasibility.
• Perform in-depth industry research, market analysis, and competitive landscaping to support investment theses.
• Collaborate with external advisors and internal teams to synthesize findings into actionable recommendations.
• Identify, evaluate, and mitigate financial and operational risks throughout the investment lifecycle to ensure sound decision-making.
• Track and report on the performance of portfolio companies, analyzing variances and driving value creation initiatives.
• Monitor industry trends and economic conditions that may impact the portfolio or new investment opportunities.
• Prepare and present clear, concise, and data-driven investment memoranda, committee presentations, and performance updates.
• Effectively communicate complex analytical findings and investment recommendations to stakeholders, investors, and senior management.