Investment Associate
Blue Forest
full-time
Posted on:
Location Type: Remote
Location: Remote • California • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $110,000 per year
Job Level
JuniorMid-Level
About the role
- Perform detailed financial analysis of investment opportunities, including building and populating accurate and dynamic financial models in Microsoft Excel
- Screen potential investments and write concise analytical memos and present findings to internal audiences, primarily the Investment Committee
- Plan and lead investment due diligence, including market research, reviewing third-party consultant reports, legal document review, and financial due diligence broadly
- Coordinate Blue Forest’s impact strategy for its investments, including impact quantification efforts
- Coordinate ongoing payment flows, such as loan drawdowns, interest payments, etc. (including with third-party service providers as relevant)
- Monitor covenants and other operational elements of deals
- Build and maintain financial models as inputs into the Blue Forest portfolio management function
- Contribute to investor reports and other Blue Forest collateral
- Explore new private markets investment products and opportunities via market research, landscape analysis, and stakeholder engagement
- Conduct fund financial modeling, prepare materials such as pitch decks and data rooms, and support investor relations for new fund development and capital raising processes
- Continuously improve BFAM Investment team policies, procedures, and playbooks
- Execute key portions of business processes, including budgeting, fund portfolio management, and ongoing investment management
- Create and maintain systems, trackers, and processes for the Investment team
Requirements
- Minimum 2 years in investments and/or financial analysis experience, with experience in some or all of the following areas required: Private equity, private credit, venture capital, structured finance, or project finance; Forest products, bioenergy/biofuels, or other forestry- and natural-resource adjacent sectors.
- Robust financial modeling and Excel skills are a must!
- Preference for experience with both investment and fund modeling
- Clear written and verbal communication; ability to translate complex analysis and financial information into concise memos and presentations
- Experience with investment transactions, including sourcing, due diligence, modeling, and closing
- Willingness and ability to travel throughout the Western US, including in rural and hard-to-reach areas
- Exposure to fixed-income investments and/or forestry and climate finance is a plus
- Demonstrated interest in and commitment to environmental conservation and climate resilience.
Benefits
- 100% employer-paid health, dental, and vision coverage; subsidized coverage for dependents
- Access to a 401(k) retirement plan with a 5% employer match
- 4 weeks paid vacation and 17 paid holidays; paid sick time and volunteer time
- 3 months of paid family leave
- Employer-paid life and long-term disability insurance
- Access to Dependent Care FSA and Health FSA
- Public Lands Exploration stipend (reimbursements for visits to National Forests, county parks, etc.)
- Monthly Home Office stipend or co-working space provided
- Dependent care costs are subsidized for business travel
- Additional stipends for health & wellness, home internet, and cell service
- Financial support for professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisfinancial modelingMicrosoft Excelinvestment due diligencemarket researchfinancial due diligencebudgetingfund portfolio managementinvestment transactionsdata room preparation
Soft skills
clear communicationwritten communicationverbal communicationanalytical skillspresentation skillsstakeholder engagementpolicy improvementorganizational skillsteam collaborationproblem-solving