Investment Analyst

INVESTMENT ANALYST

Location: New York City (Hybrid)

Type: Full-time

FIRM OVERVIEW

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.

ROLE DESCRIPTION

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.

KEY RESPONSIBILITIES FOR THIS POSITION INCLUDE:

- 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,...