CapitexAI
Investment Associate | Remote
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VP / Investment Associate
Role Overview
Engage as an investment professional to lead private-company valuation, support portfolio analysis, and create decision-ready presentation materials.
$150 per hour | 10-40 hrs/week | Remote
Key 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.
- Convert analytical findings into concise, senior-level presentation materials.
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Core Requirements
- Have strong relevant 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.
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Additional Strengths
- Strong analytical approach to reviewing and improving professional content.
- High level of consistency when assessing technical and transactional accuracy.
- Comfortable managing deliverables with minimal supervision.
Application Process
- Apply through the Easy Apply button to submit your application.
- Applications will be carefully reviewed in line with the role requirements.
- Eligible applicants will be contacted via email with instructions for the next stage.
- Follow the instructions in the email to complete the remaining application requirements.
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