Great Value Hiring
Investment Associate
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VP / Investment Associate [$150/hr]
Experienced investment professional to take primary ownership of private-company valuation work, support broader portfolio analysis, and translate complex financial analysis into clear, decision-ready presentation materials.
Role Responsibilities
- Lead the valuation of a private company using appropriate financial and market-based methodologies
- Build, review, and refine detailed Excel valuation models
- Analyze company performance, financial projections, capital structure, comparable companies, and relevant transaction data
- Assess key assumptions, sensitivities, valuation ranges, and investment risks
- Review investment policy documentation and identify relevant gaps, inconsistencies, or areas for improvement
- Support broader portfolio analysis across public and private investments
- Conduct market-data research and maintain a clear record of sources and assumptions
- Convert analytical findings into concise, senior-level presentation materials
- Prepare simplified trade and investment documentation as required
- Ensure that financial models, conclusions, and presentation outputs are internally consistent and decision-ready
- Incorporate structured feedback from senior reviewers and iterate quickly on the work
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- Approximately 5-7 years of professional experience in Investment Banking, Private Equity, a Family Office, or investment management
- Strong experience with private-company valuation, financial modeling, investment analysis, and transaction-related work
- Advanced proficiency in Excel and the ability to build robust, auditable financial models
- Experience preparing investment committee materials, board presentations, transaction presentations, or comparable senior-level deliverables
- Strong understanding of valuation methodologies, including comparable-company analysis, precedent transactions, and discounted cash-flow analysis
- Comfortable working with market-data exports, financial statements, portfolio information, and imperfect datasets
- Experience analyzing investment policies or institutional portfolio guidelines is beneficial
- An MBA, specialized finance master's degree, or CFA qualification is preferred but not required
- Exceptionally strong written communication and attention to detail
- Comfortable having analytical judgments reviewed and calibrated against those of other experienced investment professionals
- Prior experience with AI evaluation, financial assessments, or human-data projects is a plus
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