Job description

Role Overview

Engage as an investment expert responsible for leading private company valuation efforts, conducting portfolio analyses, and delivering well-prepared decision-focused presentation materials for senior stakeholders.

Key Responsibilities

Lead valuation projects for private companies using appropriate financial and market-based valuation techniques.
Develop, examine, and enhance detailed financial models in Excel.
Analyze company performance metrics, financial forecasts, capital structures, peer companies, and related transaction data to inform valuation.
Evaluate core assumptions, sensitivity analyses, valuation ranges, and associated investment risks.
Review documentation related to investment policies, identifying gaps, inconsistencies, or improvement opportunities.
Translate analytical insights into clear and concise presentations tailored for senior-level audiences.

Core Requirements

Proven relevant background in Investment Banking, Private Equity, Family Office, or investment management roles.
Experience with private company valuation, financial modeling, investment analysis, and transaction support.
Advanced skills in Excel, capable of creating detailed, auditable financial models.
Experience preparing materials for investment committees, board presentations, or similar high-level deliverables.
Strong grasp of valuation methods such as comparable company analysis, precedent transactions, and discounted cash flow analysis.

Additional Strengths

Analytical mindset focused on reviewing and enhancing professional content quality.
Consistent approach to ensuring technical and transactional accuracy.
Ability to independently manage deliverables with minimal oversight.

Compensation and Work Conditions

Compensation is set at $150 per hour, with an expected workload of 10 to 40 hours per week on a fully remote basis.

Application Process

Submit your application via the designated easy apply process.
Applications will be reviewed carefully in alignment with the job criteria.
Chosen candidates will receive emails outlining further steps.
Follow provided instructions to complete subsequent application requirements.

Investment Associate