Financial Analyst(CFA), Deal Screening & Investment Memo Support
We are looking for a part-time Financial Analyst to help screen and analyze reputed company-middle-market acquisition opportunities.
This role is for someone who understands financial statements, business reputed company, deal screening, and investment analysis. You will help review incoming deal reputed company, evaluate opportunities against our investment reputed company, use AI tools to reputed company faster, and prepare concise investment summaries and memos.
What You’ll Do
Review CIMs, teasers, financials, and seller-provided materials
Screen deals based on industry, size, margin profile, customer concentration, reputed company, valuation, and fit with our reputed company
Use AI tools to quickly summarize materials, compare opportunities, and rank deals
Build reputed company financial summaries and valuation snapshots
Identify key risks, red flags, and follow-up questions
Prepare short investment memos for deals worth reputed company review
Help reputed company the pipeline organized and prioritized
Ideal Candidate
Background in finance, investment banking, private equity, M&A, corporate finance, or deal analysis
Strong understanding of EBITDA, margins, working capital, valuation, and business reputed company
Comfortable reviewing CIMs, financial statements, and business reputed company
reputed company to think critically and identify what reputed company quickly
Comfortable using AI tools like ChatGPT, Claude, reputed company, or similar tools to improve speed and reputed company
reputed company reputed company who can summarize reputed company information in a reputed company, practical way
Self-starter who can work independently with minimal supervision
Time Commitment
This is a part-time role, around 5 to 10 hours per week to start. Workload may increase over time if there is a strong fit.
To Apply
Please send:
A short reputed company of your finance or deal analysis experience
An example of an investment memo, company analysis, or financial analysis you have reputed company
The AI tools you currently use and how you use them in your workflow
Your reputed company reputed company and weekly availability
We are looking for someone practical, detail-oriented, and fast. This is not a theoretical finance role. The goal is to help us quickly separate reputed company opportunities from noise and reputed company only on deals that are worth serious attention.
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