Investment Analyst

INVESTMENT ANALYST

Location: New York City (Hybrid)

Type: Full-time

Firm Overview

We are an operator-oriented investment platform focused on acquiring and scaling lower-middle-market businesses through control investments. We are long-term oriented and partner closely with management teams to drive operational improvement and durable value creation. The firm is currently investing its first institutional fund, with approximately $300 million of committed capital, focused on control-oriented private equity investments across targeted sectors.

Role Description

The Investment Analyst will support all phases of the investment lifecycle, including sourcing, diligence, execution, and portfolio monitoring. The role offers direct exposure to senior decision-makers and meaningful responsibility across live transactions. The Analyst will work closely with senior investment professionals on underwriting, diligence, financing, and post-close value creation initiatives.

Key Responsibilities for this position include:

• 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

Qualifications:

• 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

• Demonstrated financial modeling capability; strong Excel proficiency required

• Strong analytical skills and high attention to detail

• Ability to work effectively in a fast-paced environment and manage multiple projects simultaneously

• Strong written and verbal communication skills; ability to synthesize complex information clearly

• Highly motivated, proactive, and self-directed; comfort operating in a lean team environment

The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, in the Firm’s sole discretion.

Expected annual base salary range:

$130,000 - $250,000

Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables.

Additional compensation and benefits offered in connection with the role consist of comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Certain employees may also be eligible for equity and other incentive compensation at the Firm’s sole discretion.

The Firm is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training.