Engages with other members of the investment team to continuously refine and evaluate investment theses and identifies new investment themes and perspectives.
Monitors and analyzes external market dynamics, assesses trends, and develops actionable investment theses and research.
Supports end-to-end investment processes, including proactive deal sourcing, due diligence on prospective companies, market analysis and competitive landscaping, drafting investment memos / presentations.
Employs customary analyses (e.g. market sizing) and valuation techniques to assess the economic value of potential investments.
Creates detailed, dynamic operating and financial models to assess the impacts of various scenarios and potential returns.
Monitors portfolio company performance and identifies impact acceleration opportunities.
Supports internal operational activities, including external marketing / reporting, management of investment pipeline CRM, financial and impact reporting activities for the impact investment portfolio.
Effectively communicates complex concepts through clear, concise, and compelling written and verbal narratives to support strategic initiatives and stakeholder engagement.
Cultivates and maintains strategic relationships with internal colleagues and external stakeholders, including entrepreneurs and investors, to support organizational goals and foster collaboration.
Requirements
Bachelor’s degree or 2 years of additional experience in lieu of degree
2+ years in management consulting, private equity, investment banking, or a related field
Proficiency in financial modeling and strong understanding of basic accounting principles
Proficient in Microsoft Office, including advanced analytics in Excel and articulate presentations in PowerPoint
Ability to leverage AI tools to enhance analytical and operational tasks
Deep interest in entrepreneurship, impact investing, and education/workforce development
Must be able to travel up to 25% of the time.
Benefits
Medical, dental, and vision insurance plan options, with a generous employer subsidy.
Company paid life & disability insurance, pre-tax flexible spending accounts and robust wellness programs.
Generous 401(k) plan with a company match up to 6% and additional discretionary contribution potential.
Holiday time off, paid time off accrual starting at 20 days/year and commuter subsidy.
Tuition reimbursement up to $10,500/year for approved programs and student loan payment reimbursement up to $4,800/year.
Up to $5,250 of qualifying education benefits can be reimbursed pre-tax.
Applicant Tracking System Keywords
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