Related skills
airtable financial modeling excel cash flow valuation📋 Description
- 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.
- Convert unstructured inputs into clear, actionable recommendations.
- Draft investment memos, briefs, and decision-ready materials.
- Conduct industry, sector, and macro research (market sizing, comps, trends).
🎯 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, scenario analysis).
- Experience with investment research, valuation, and market analysis
- Ability to synthesize complex information into clear, structured insights
- Exceptional organization and attention to detail (audit-ready work, clean pipelines)
- High ownership mindset; thrives in a small, fast-paced team
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