Investment Analyst
Atlantic Group
Fairfield County, CT (Hybrid: 3 days in office, 2 days remote)
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A growing private investment firm is seeking an Investment Analyst to join its team. This is a unique opportunity to work on a lean, collaborative team with significant exposure to the full investment lifecycle, including sourcing, diligence, execution, portfolio management, and investor reporting.
Responsibilities:
- Build and maintain financial models for new and existing investments
- Support investment committee materials and presentations
- Assist with deal sourcing, market research, and pipeline management
- Participate in due diligence and transaction execution
- Monitor portfolio company performance and support strategic initiatives
- Prepare investor presentations and reporting materials
- Coordinate quarterly valuation and investment reporting processes
Qualifications:
- 2-5 years of experience in investment banking, M&A, consulting, corporate development, real estate, valuation, or a related analytical xhqgsiq role
- Strong financial modeling skills with the ability to build models from scratch
- Bachelor's degree in Finance, Economics, Accounting, Business, or related field
- Excellent analytical, communication, and presentation skills
- Polished, personable, and eager to take on increasing responsibility
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