Build and maintain asset allocation, cash flow, and financial models.
Run scenario and sensitivity analyses to inform portfolio decisions.
Support valuation, forecasting, and capital allocation strategy.
Draft investment memos, briefs, and decision-ready materials.
Conduct industry, sector, and macro research (market sizing, comps, trends).
Manage investment pipeline (Airtable/CRM) including stage tracking and reporting.

🎯 Requirements

2-4 years of experience in investment analysis, equity research, credit, IB, consulting, or related fields.
Strong financial modeling skills (Excel; three-statement, cash flow).
Experience with investment research, valuation, and market analysis.
Ability to synthesize complex information into clear, structured insights.
Exceptional organization and attention to detail; high ownership mindset.
Preferred: Multi-family office/private markets; Airtable/CRM; AI tools.

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