Legalist

Technology-powered investment firm

Senior Investment Associate

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

Location

United States

Posted

15 days ago

Salary

Not specified

Bachelor Degree9 yrs expEnglishExcel

Job Description

Intro description: Legalist is a tech-enabled alternative asset manager that uses proprietary data-driven origination to invest in uncorrelated legal and government-payment assets. Founded out of Y Combinator in 2016, Legalist manages over $1.7 billion for endowments, foundations, and family offices. Core responsibilities: Conduct due diligence on prospective credit 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 Qualifications:

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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