Investment Analyst

We are looking for a rising star with 1-2 years of experience to join our firm as an Analyst. In this role, you will conduct in-depth sector and company analysis, investment due diligence, help identify areas of investment opportunity, and support marketing efforts for the fund. A successful candidate will demonstrate the ability to build complex financial models, perform research, and communicate effectively with a diverse group of internal and external stakeholders. You are analytical, strategic, initiative taking, and capable of identifying creative paths to investment opportunities.

Responsibilities:

• Deal Screening: Call and/or meet with investment prospects and evaluate opportunities

• Documentation: Summarize call notes and enter deals into CRM

• Conduct research to uncover investment themes and company leads

• Conduct financial and business (e.g. industry analysis, competitive position, growth prospects, financial modeling) diligence for prospective investments

• Participate in the strategic planning and budgeting process with portfolio companies

• Analyze portfolio company financials and assist with portfolio company performance, reporting, and modeling

• Assist in the creation of presentations for the internal investment committee and fund limited partners

• Attend conferences and trade shows to investigate companies and industries

• Assist on marketing efforts for the fund, including social media and website

Qualifications:

• Bachelor’s degree

• Ideal experience is 1-2 years of investment banking, venture capital, consulting, technology, or corporate development experience

• Excellent verbal and written communication skills

• Demonstrated aptitude for quantitative and qualitative analysis

• Experience building complex financial models in Excel

• Strong work ethic and demonstrated desire to learn

• Significant leadership experience

• Technical mindset and a demonstrated passion for figuring out how things work

• Team player who can work with a broad range of groups and personalities

• Detail-oriented; accuracy, thoroughness, and process-oriented are high priorities

Compensation:

Competitive salary, with annual bonus based on performance.