Investment Analyst
About The Position
NextStep is a digital, AI-first career platform dedicated to helping top-performing consultants navigate career transitions. By leveraging a data-driven approach, NextStep matches professionals with high-fit opportunities while enabling companies to connect with exceptional talent. The platform is developed in collaboration with Consulting Comedy, the largest consulting-focused community globally, boasting 1M+ subscribers. On behalf of our partner network, we're recruiting an Investment Analyst in New York. Investment Analyst - New York Salary Range: $85,000 - $115,000 annually, depending on experience and qualifications. The selected candidate for the Investment Analyst role will conduct investment research, build financial models, and support portfolio decision-making across asset classes. You will translate market data and company fundamentals into actionable investment insights that drive superior returns.
Requirements
- 3-5+ years in consulting (MBB, Big 4, or boutique firms) with exposure to valuation, financial modeling, or industry research
- Strong financial analysis skills, i.e., you understand financial statements, build models from scratch, and can evaluate business fundamentals
- Experience with equity research, credit analysis, or investment due diligence processes
- The ability to synthesize complex information from multiple sources and distill it into clear investment recommendations
- Knowledge of valuation methodologies (DCF, multiples-based valuation, comparable transaction analysis)
- Experience working with quantitative and qualitative data, i.e., you balance rigorous analysis with business judgment
Responsibilities
- Conduct in-depth fundamental research on companies, industries, and market trends to identify investment opportunities
- Build sophisticated financial models (DCF, comparable company analysis, precedent transactions, and scenario analysis)
- Analyze financial statements, competitive positioning, and business models to assess investment risk and return potential
- Monitor portfolio holdings and track performance against benchmarks and investment theses
- Prepare investment memos, pitch presentations, and research reports for portfolio managers and investment committees
- Support due diligence processes (management meetings, site visits, expert calls, and third-party research analysis)
- Track macroeconomic indicators, market developments, and regulatory changes that impact investment decisions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
