Legalist

Senior Investment Associate – Private Equity

Legalist

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Senior

About the role

  • 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

Requirements

  • Bachelor’s degree in a relevant field; advanced degrees encouraged
  • 5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments
  • Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation
  • Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams
  • Strong written and verbal communication skills with both technical and non-technical stakeholders
  • Thrives in a fast-paced, growth-oriented environment
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingfinancial statement analysisasset valuationenterprise valuationdue diligenceperformance analysisscenario analysis
Soft Skills
analytical skillsdetail-orientedcommunication skillsindependent workteam collaboration