Investment Analyst

Job Description Summary For over forty years, Harbour. Vest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.

In our collegial environment that’s marked by low turnover and high energy, you’ll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences. We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.

Harbour. Vest is an equal opportunity employer. This role follows a hybrid work model which consists of 4 days in office per week. Additionally, you will receive 5 additional remote days per quarter to use at your discretion, subject to manager approval. Our Direct Co-Investment team is looking for a motivated Analyst to support the investment and portfolio monitoring functions.

This role will gain exposure to a variety of learning opportunities including the investment process, portfolio analysis and reporting. The ideal candidate is someone who is: Driven to learn all aspects of Direct Co-Investments Diligent and task-oriented with strong attention to detail Able to efficiently prioritize multiple projects and target dates A team-player that can work collaboratively and independently to fulfill their responsibilities Able to communicate with multiple stakeholders What you will do: Investment-Related Support the evaluation and execution of Direct Co-Investment opportunities, including company, industry and market research Perform financial analysis, valuation and financial modeling to assess potential investments Support due diligence across commercial, financial and other key workstreams, including reviewing materials and synthesizing findings Prepare investment analysis and materials for internal discussions Participate in meetings and discussions with private equity sponsors and advisors Support transaction execution and coordination across internal and external stakeholders Portfolio Monitoring Monitor existing Direct Co-Investment portfolio companies, including financial and operating performance, valuation and key developments Prepare portfolio review materials and other internal reporting What you bring : Strong problem-solving and analytical skills Strong commercial acumen Excellent written and verbal communication skills Proficiency in Microsoft Word, Excel, PowerPoint, eFront and Deal.

Cloud Education Preferred: Bachelor of Arts (B.A), Bachelor of Science (B.S), or equivalent experience Experience: 9-12 months of relevant experience in Finance or Accounting capacity preferred