Finance & Strategy Investment Analyst
About The Position
The Finance & Strategy Investment Analyst will support a government-backed investment initiative focused on frontier innovations and national and economic security. The role leads due diligence and financial modeling to assess scalable investment opportunities at all stages, from emerging startups to established public-market innovators. The analyst collaborates with investment professionals to formulate investment strategies, structure deal terms, and develop data-backed financial narratives across multiple industry verticals. The role also translates technical, market, and expert insights into actionable intelligence to strengthen multidisciplinary due diligence and strategic investment outcomes.
Requirements
- Experience with financial market dynamics.
- Experience translating complex investment data and delivering polished, executive-ready briefings.
- Experience with Excel modeling, including functions and formulas.
- Experience synthesizing large volumes of information into investment-style writing, such as investment theses, equity research reports, investment memos, market outlooks, or whitepapers.
- Experience formulating investment strategies, identifying core risk vectors, and optimizing return mechanics across industries and investment stages.
- Experience conducting financial due diligence using financial statements, KPIs, and market data.
- Experience developing macro and micro market landscapes and establishing investment narratives.
- Ability to be strategic and adaptable, integrate knowledge rapidly, execute in fast-moving, high-pressure environments, and pay strict attention to detail.
- Ability to obtain and maintain a Public Trust or Suitability/Fitness determination based on client requirements.
- Bachelor's degree in Business Administration or Finance and 2+ years of experience in investment banking, early-stage startup, strategy advising, sell-side analytics, investment research, or venture capital; alternatively, a Master's degree in Business Administration and 1+ years of experience in those fields.
Nice To Haves
- Experience building dynamic financial frameworks and investment tracking tools.
- CFA Level I, II, or III candidate, or CPA license certification.
Responsibilities
- Lead due diligence and financial modeling for a government-backed investment initiative targeting frontier innovations.
- Assess scalable investment opportunities across stages, from emerging startups to established public-market innovators.
- Collaborate with investment professionals to formulate investment strategies and structure deal terms.
- Develop data-backed financial narratives across multiple industry verticals.
- Translate technical, market, and expert insights into actionable intelligence for multidisciplinary due diligence and strategic investment outcomes.
- Synthesize investment data into polished, executive-ready briefings.
Benefits
- Health, life, disability, financial, and retirement benefits.
- Paid leave.
- Professional development.
- Tuition assistance.
- Work-life programs.
- Dependent care.
- Recognition awards for exceptional performance and demonstration of company values.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
