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Legalist

Technology-powered investment firm

Senior Investment Associate – Private Equity

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 11-50Since 2015H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

17 days ago

Salary

Not specified

Bachelor Degree5 yrs expEnglish

Job Description

• Conduct due diligence on prospective equity investments and prepare clear, data-driven investment recommendations for senior team members • Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures • Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments • Partner with the origination team to identify, evaluate, and help close target counterparties • Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing

Job Requirements

  • Bachelor’s degree in a relevant field; advanced degrees encouraged
  • 5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments
  • Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation
  • Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams
  • Strong written and verbal communication skills with both technical and non-technical stakeholders
  • Thrives in a fast-paced, growth-oriented environment

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