Investment Analyst

Overview

This role involves evaluating strategic investment opportunities, including acquisitions, partnerships, and other investment initiatives. The position is full-time and remote, working Monday–Friday, 8:00 am to 5:00 pm, with up to 25% travel.

Responsibilities

• Deal Analysis & Financial Modeling
  • Build, maintain, and analyze financial models, including DCF, accretion/dilution, scenario analysis, and comparable company analysis.
  • Perform 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 across finance, product, legal, and HR.
  • Prepare due diligence summaries and insights for senior leadership.
• Executive-Ready Deliverables
  • Create presentations for leadership and board-level discussions.
  • Develop investment memos, deal summaries, and business cases.

Requirements

• 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)
• 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 organizational skills.
• Strong written and verbal communication skills.

Preferred Qualifications

• Experience working on transactions or strategic financial analyses (major plus).
• Additional experience in the water and wastewater sector (advantage).

Compensation & Benefits

• Compensation and benefits details were not provided.

Location

• USA (PA 00000)
• Remote role with up to 25% travel.
• Shift: Day