Gratia

Financial Planning and Analysis

• Help progress active deal flow by managing timelines, coordinating with external advisors (legal, tax, accounting), and overseeing Virtual Data Rooms (VDR). Review Quality of Earnings (QofE) reports and commercial due diligence to identify potential "deal-breakers" or valuation adjustments.
• Build and scale driver-based 3-statement models (P&L, Balance Sheet, Cash Flow) and multi-year projections from scratch.
• Design frameworks and sensitivity analyses to quantify downside risk and upside potential.
• Perform rigorous valuations using DCF frameworks, comparable company analysis, and precedent transactions.
• Transform messy, raw operational data from target companies into structured, logical insights to support market entry or fundraising.

Investment Associate

Systems Engineer

• Manage PAM-related workstreams across core investment accounting and portfolio accounting processes.
• Analyze and map how cash flows are captured, processed, and reflected within the system.
• Review current-state PAM workflows to identify process gaps, system issues, manual workarounds, and areas for logic optimization.
• Translate business and accounting requirements into clear systems documentation, workflow notes, logic trackers, and technical specs.
• Support PAM-related analysis across multiple asset classes, including mortgages, alternatives, fixed income, and equities.
• Handle low-code or configuration-oriented systems tasks to align system behavior with business requirements.

Systems Analyst – PAM Technical Specialist

QA Automation Engineer

• End-to-End Build: Configure intake forms, complex approval routing, conditional logic, and role-based permissions within Kissflow.
• Data Architecture: Design data structures and field mapping to ensure clean, reliable reporting across all workflow steps.
• Rapid Iteration: Implement changes quickly based on BA specs and stakeholder feedback. We value the ability to ship iterations fast.
• Technical Troubleshooting: Identify and resolve issues involving routing logic, permissions, and edge cases.
• Documentation: Create clear configuration notes and maintenance guidance for every workflow delivered.

Investment Associate

Systems Analyst – PAM Technical Specialist

Automation Developer – Kissflow