Legalist

Financial Planning and Analysis

• Conduct due diligence on prospective equity investments and prepare clear, data-driven investment recommendations for senior team members
• Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures
• Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments
• Partner with the origination team to identify, evaluate, and help close target counterparties
• Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing

Senior Investment Associate – Private Equity