Job Title: Analyst

Location: Boca Raton, FL (Onsite)

Job Type: Full-Time

About the Role

We’re working with a well-capitalized private investment firm / family office seeking an Analyst to support investment strategy and execution across a diverse portfolio of venture capital and private equity investments.

This is a high-exposure, generalist seat where you’ll be involved across the full investment lifecycle - from underwriting and diligence through execution and portfolio monitoring - working directly with senior investment professionals.

Ideal for someone coming out of IB / PE / transaction advisory looking to broaden exposure across asset classes and industries.

What You’ll Be Doing

Build and analyze financial models across multiple asset classes
Support investment evaluation, underwriting, and transaction execution
Assist with due diligence, structuring, and deal processes
Manage diligence workflows with bankers, brokers, and external partners
Prepare investment memos, IC materials, and presentations
Monitor portfolio performance and key financial metrics
Conduct market and industry research across sectors
Present insights and materials to internal stakeholders

What They’re Looking For

1–2 years of experience in investment banking, private equity, or similar
Strong financial modeling + Excel skills
Experience building investment materials / IC decks
Strong communication skills (written + verbal)
Ability to manage multiple workstreams in a fast-paced environment
High attention to detail and strong analytical mindset
Self-starter with intellectual curiosity and ownership mentality

Nice to Have (Not Required)

Exposure to energy, infrastructure, or commercial real estate

Additional Details

Bachelor’s degree in Finance, Economics, Accounting, or similar preferred
Must be able to work onsite in Boca Raton full-time

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