Location: New York City (Hybrid)
Type: Full-time
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.
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.
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
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.
