Experience in investment banking, management consulting, and/or private equity/venture capital
Finance/Accounting experience and financial modeling skills
Microsoft Word and Excel skills; Canva skills
Excellent oral and written communication skills
Requirements:
Research on technology, software, and health/wellness/healthcare businesses
Financial modeling for deals and portfolio company monitoring
Writing to support investment sourcing, due diligence, and underwriting decisions
Preparing investor materials, including decks, memos, financial models, and more
Job description
This is a remote position.
As an Investment Analyst, you will be an integral member of the team with significant responsibilities and the opportunity to participate in all aspects of the investment process, including:
Research on technology, software, and health/wellness/healthcare businesses
Financial modeling for both deals and portfolio company monitoring
Writing to support investment sourcing, due diligence, and underwriting decisions
Preparing investor materials, including decks, memos, financial models, and more
Monitoring portfolio companies and related news/events
Developing corporate strategy
Other responsibilities to support the Founding Partner and CEO, as mutually agreed
You will have the opportunity to:
Work directly with the Founding Partner and CEO, who has raised and deployed over $100 million in capital over the last 5 years and achieved top-decile performance
Contribute to the operational, strategic, and cultural development of the emerging investment company
Participate in all areas of a private equity fund, including sourcing, due diligence, preparing investor materials, investor relations, corporate strategy, and more
Requirements
Preferred Qualifications:
Experience in investment banking, management consulting, and/or private equity/venture capital
Finance/Accounting experience and financial modeling skills (not required)
Microsoft Word and Excel skills; Canva skills
Excellent oral and written communication skills
Ability to work independently, be a self-starter, and operate as a team player
Resourcefulness and thoroughness in conducting research and financial analysis
Strong work ethic and attention to detail
Graduation Date
Graduating May 2026 - May 2028
School Years Sophomore, Junior, Senior
Majors No Major preference
GPA 3.8
Work Authorization US work authorization is required, but we accept OPT/CPT candidates
