Company: BWL Investments / NorthStrive Companies
Location: Newport Beach, CA (hybrid; travel required)
Type: Full-time
Role Overview
We are hiring a Junior Investment Analyst to support private and public market acquisitions, public company research for concentrated equity positions, and conference-driven sourcing. This role works directly with senior leadership and regularly interfaces with CEOs, founders, bankers, and sell-side analysts at major firms.
Core Responsibilities
- Source and evaluate private and public acquisition targets
- Perform financial statement analysis (income statement, balance sheet, cash flow)
- Build and maintain financial models (3-statement, valuation, scenario analysis)
- Develop investment theses and concise internal memos
- Research public companies for large equity positions and monitor catalysts
- Support conference strategy, executive meetings, and follow-ups
- Communicate directly with CEOs, investment bankers, and sell-side analysts
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Business, Mathematics, or a related quantitative field
- 1+ year of full-time experience at an investment firm, bank, advisory, consulting, or comparable analytical role
- Prior internship experience in finance, investing, banking, consulting, or related field
- Strong financial statement literacy and ability to analyze company fundamentals
- Demonstrated ability to build and interpret financial models
- Excellent written and verbal communication skills
- High level of professionalism, discretion, and initiative
Preferred Experience
- Investment banking, equity research, buy-side, corp dev, or transaction-focused roles
- Exposure to small/micro-cap public companies and special situations
- Conference attendance and relationship-driven research
Compensation
Competitive base salary + performance-based bonus; long-term incentives for strong performers.
Application
Submit resume and one short work sample (investment memo, stock pitch, or model excerpt) to havener.k@northstrive.com
Subject: Junior Investment Analyst — Newport Beach
