Investment Analyst

Atlantic Group · Fairfield county, United States

Fairfield County, CT (Hybrid: 3 days in office, 2 days remote)

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 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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