Investment Analyst

Responsibilities

• Build and maintain underwriting models, including IRR and MOIC analysis, cash flow projections, and scenario and sensitivity analysis
• Support investment committee preparation by organizing data, drafting exhibits, and formatting underwriting packages
• Conduct market and comparable transaction research to support investment decisions
• Maintain portfolio performance models each reporting cycle and ensure accuracy of key metrics and asset-level data
• Assist with due diligence workstreams and summarize findings for senior leadership
• Identify recurring manual workflows and design automation solutions that reduce cycle time and improve reliability
• Build and maintain automated templates for reporting, portfolio summaries, and dashboards
• Use AI tools as a daily driver (not experimentation) for analysis, drafting, synthesis, and process acceleration, with sound judgment and human review
• Develop lightweight data pipelines and scripts (Python preferred) to clean, transform, and reconcile data for modeling and reporting
• Leverage low-code automation tools (Zapier, Make, Notion automations, or similar) where appropriate to connect systems and eliminate repetitive tasks
• Document tools and workflows, maintain version control, and ensure solutions are transferable across the team
• Pull, clean, and validate operational and financial data from internal systems each cycle
• Maintain performance trackers, portfolio summaries, and valuation schedules
• Flag anomalies early and escalate before data reaches leadership or external outputs
• Support asset-level monitoring by tracking key operating metrics and performance drivers
• Monitor market conditions and transaction activity and summarize findings for the investments team
• Build and maintain a comparable transactions database for underwriting benchmarking
• Conduct targeted research on geographies, operators, and asset characteristics as requested

Requirements

• Undergraduate degree required; finance, economics, data science, computer science, or other quantitative backgrounds are preferred
• 1 to 7 years of experience; investment banking, private equity, real assets, or highly analytical roles are strongly preferred
• Demonstrated financial modeling proficiency: DCF, IRR and MOIC, scenario analysis, sensitivity tables, and clean model hygiene
• Strong applied AI capability, using tools like Claude, ChatGPT, or similar as a working tool to improve speed and quality
• Python or scripting ability sufficient to automate reporting workflows and build repeatable data processes
• Advanced Excel skills, including structured modeling, pivot tables, and strong file organization
• Strong communication skills and ability to translate analysis into clear takeaways
• High attention to detail, strong ownership mindset, and ability to work independently
• Comfortable with fast feedback loops, high expectations, and prioritizing what matters most

Technologies

• Python
• Claude
• ChatGPT
• Zapier
• Make
• Notion automations
• Excel
• Power BI
• NetSuite

Benefits

• Discretionary bonuses
• Medical, dental, and vision benefits
• 401(k) retirement plan

Nice to Have

• Experience with planning and reporting tools or dashboards (Power BI or similar)
• Familiarity with accounting or ERP data and extracting data for analysis (NetSuite or similar)
• Interest in real assets, agriculture, commodities, or operationally complex investment strategies
• Exposure to low-code automation tools and basic API concepts

Software and Tools

• Excel and Power BI
• ERP and finance systems such as NetSuite and similar tools
• AI tools such as Claude, ChatGPT, or equivalent
• Optional: Python and low-code automation tools

Pay Transparency Notice

• the individual’s skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

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