Investment Analyst

Overview

This role involves joining a corporate development team as an Investment Analyst to support investments, mergers and acquisitions (M&A), and strategic partnerships. The position requires collaboration with internal teams, external advisors, and senior leadership to identify and evaluate opportunities aligned with the organization's growth strategy. The role is remote with some travel, ideally based in San Francisco, New York, or Seattle.

Responsibilities

• Conduct market research, competitive analysis, and industry mapping to identify investment and M&A opportunities.
• Monitor sector trends and provide strategic insights.
• Build and maintain financial models for investment targets and M&A opportunities.
• Perform valuation analyses using discounted cash flow (DCF), precedent transactions, trading comparables, and other methodologies.
• Support due diligence processes across financial, commercial, legal, and technical areas.
• Assist in preparing internal investment memoranda, presentations, and board materials.
• Coordinate with external advisors such as bankers, lawyers, and consultants during deal execution.
• Collaborate cross-functionally with product, finance, legal, and operations teams on strategic initiatives.
• Support integration planning and track post-close key performance indicators (KPIs) for acquired companies.
• Maintain the M&A and investment opportunity pipeline.
• Support internal reporting and tracking of strategic initiatives.

Requirements

• Minimum of 2 years of experience in investment banking, private equity, management consulting, corporate development, or a related field.
• Strong financial modeling and valuation skills.
• Proficiency in Excel, PowerPoint, and data analysis tools; familiarity with platforms such as Capital IQ or PitchBook is a plus.
• Excellent written and verbal communication skills with the ability to clearly synthesize and present complex information.
• Highly analytical and detail-oriented, capable of managing multiple workstreams in a fast-paced environment.
• Demonstrated passion for technology, mergers and acquisitions, and strategic growth.

Location

Remote role with some travel required. Preferred locations include San Francisco, New York, or Seattle.