Investment Analyst
About the Opportunity
A diversified financial services platform is seeking a highly motivated Analyst to join a cross‑functional team that sits at the intersection of investments, strategy, and new‑business development. This group works across credit, structured solutions, growth-oriented opportunities, and strategic partnerships, supporting initiatives that influence the organization's long‑term direction and operational expansion. The team operates with the pace and analytical rigor of a top-tier investment environment while offering the breadth and visibility of an internal strategic function.
What You'll Do
In this role, you will take meaningful ownership of projects spanning investment evaluation, market research, product development, and partnership exploration. You will work directly with senior leadership and collaborate with teams across the business to:
- Conduct deep-dive industry, company, and thematic research to support investment and strategic decision-making.
- Build and refine financial models for evaluating new opportunities across credit, equity, and hybrid structures.
- Support the execution of transactions, including due diligence, competitive analysis, market sizing, and preparation of internal materials.
- Manage workstreams, coordinate multiple simultaneous projects, and synthesize findings into clear recommendations.
- Prepare executive‑level presentations, briefing documents, and external‑facing materials.
- Assist in relationship management activities, including outreach, follow‑ups, pipeline tracking, and meeting preparation.
- Contribute to special initiatives such as capital raising efforts, product launches, and the development of new business lines.
- Attend selective industry events to support sourcing, intelligence gathering, and partnership building.
- Maintain organized databases of research, contacts, and active opportunities.
This role offers autonomy, fast learning cycles, and the opportunity to influence high‑impact initiatives within a growing, forward‑thinking financial organization.
Desired Skills and Experience
We're looking for an analytical, intellectually curious professional who thrives in dynamic environments and enjoys working across varied subject areas. Ideal candidates bring:
- Bachelor's degree with strong academic performance.
- 1-3 years of experience in investment banking, corporate strategy, consulting, or a related analytical field.
- Strong financial modeling abilities and comfort operating in Excel and PowerPoint.
- Ability to dive into new topics with limited direction, learn quickly, and build structured insights.
- Strong written and verbal communication skills, with the ability to simplify complexity for senior stakeholders.
- High degree of initiative, reliability, and ownership.
- Comfort managing competing priorities and delivering polished work under time pressure.
- Curiosity about financial services, insurance‑adjacent markets, asset-based finance, or emerging strategic sectors.
Why This Role Is Compelling
This is a rare opportunity for an early-career professional seeking more than a traditional two‑year analyst track. You'll gain exposure across investment types, strategic projects, and business building, working directly beside senior leaders on initiatives that have material organizational impact. The breadth of work creates natural long‑term growth potential as well as strong optionality for future career paths.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
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