Investment Analyst

Overview

This full-time Investment Analyst role supports evaluation of strategic opportunities, including acquisitions, partnerships, and investments. The position is remote and operates Monday–Friday, 8:00 am to 5:00 pm, with travel up to 25%.

Responsibilities

Deal Analysis & Financial Modeling

• Build, maintain, and analyze financial models, including DCF, accretion/dilution, scenario analysis, and comparable company analysis.
• Conduct valuation work for potential M&A, partnerships, and strategic initiatives.
• Assess deal structures and prepare supporting financial documentation.

Pipeline & Process Management

• Support end-to-end deal pipeline tracking in CRM or internal tools.
• Assist with prioritizing and organizing potential opportunities.
• Coordinate with internal stakeholders on materials, timelines, and deliverables.

Due Diligence

• Conduct quantitative and qualitative research to inform deal strategy.
• Support cross-functional workstreams (finance, product, legal, HR).
• Prepare due diligence summaries and insights for senior leadership.

Executive-Ready Deliverables

• Craft presentations for leadership and board-level discussions.
• Develop investment memos, deal summaries, and business cases.

Requirements

• Strong financial modeling and valuation capabilities.
• Solid understanding of corporate finance and accounting.
• High proficiency in Excel and PowerPoint.
• Familiarity with CRM tools and/or deal management platforms.
• Excellent attention to detail and strong organizational skills.
• Strong written and verbal communication skills.
• Bachelor’s degree in Finance, Economics, Business, Accounting, or related field.
• Experience in the water and wastewater treatment sector.
• 1–3 years of relevant experience in one or more of the following:
  • Investment banking
  • Corporate development
  • Private equity
  • Management consulting (with financial focus)

Preferred Qualifications

• Experience working on transactions or strategic financial analyses.
• Experience in the water and wastewater sector.

Compensation & Benefits

• Salary range: Undisclosed

Location

• USA (PA listed)
• Remote position with travel up to 25%.