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. Apply tot his job Apply To this Job