Investment Associate

Blue Forest•Sacramento, CA

2d•$100,000 - $110,000•Remote

About The Position

We are seeking a dynamic Investment Associate to join our Blue Forest Asset Management team. The Investment Associate will support investment transactions, portfolio management, and new fund development. This role requires relentless attention to detail, excellent analytical skills, and the ability to work independently on multiple projects simultaneously. Workstreams include market research, financial modeling, and qualitative and quantitative analytical support across various areas such as private markets investments, portfolio and asset management, and impact and investor reporting. The primary goals of this position at Blue Forest include: (1) evaluating investment opportunities for BFAM, and (2) contributing to the growth of BFAM as a leading specialist investment platform.

Requirements

Minimum 2 years in investments and/or financial analysis experience, with experience in some or all of the following areas required:
Private equity, private credit, venture capital, structured finance, or project finance;
Forest products, bioenergy/biofuels, or other forestry- and natural-resource adjacent sectors.
Robust financial modeling and Excel skills are a must! Preference for experience with both investment and fund modeling
Clear written and verbal communication; ability to translate complex analysis and financial information into concise memos and presentations
Experience with investment transactions, including sourcing, due diligence, modeling, and closing
Willingness and ability to travel throughout the Western US, including in rural and hard-to-reach areas

Nice To Haves

Exposure to fixed-income investments and/or forestry and climate finance is a plus
Demonstrated interest in and commitment to environmental conservation and climate resilience

Responsibilities

Perform detailed financial analysis of investment opportunities, including building and populating accurate and dynamic financial models in Microsoft Excel
Screen potential investments and write concise analytical memos and present findings to internal audiences, primarily the Investment Committee
Plan and lead investment due diligence, including market research, reviewing third-party consultant reports, legal document review, and financial due diligence broadly
Coordinate Blue Forest’s impact strategy for its investments, including impact quantification efforts
Coordinate ongoing payment flows, such as loan drawdowns, interest payments, etc. (including with third-party service providers as relevant)
Monitor covenants and other operational elements of deals
Build and maintain financial models as inputs into the Blue Forest portfolio management function
Contribute to investor reports and other Blue Forest collateral
Explore new private markets investment products and opportunities via market research, landscape analysis, and stakeholder engagement
Conduct fund financial modeling, prepare materials such as pitch decks and data rooms, and support investor relations for new fund development and capital raising processes
Continuously improve BFAM Investment team policies, procedures, and playbooks
Execute key portions of business processes, including budgeting, fund portfolio management, and ongoing investment management
Create and maintain systems, trackers, and processes for the Investment team

Benefits

100% employer-paid health, dental, and vision coverage; subsidized coverage for dependents
Access to a 401(k) retirement plan with a 5% employer match
4 weeks paid vacation and 17 paid holidays; paid sick time and volunteer time
3 months of paid family leave
Employer-paid life and long-term disability insurance
Access to Dependent Care FSA and Health FSA
Public Lands Exploration stipend (reimbursements for visits to National Forests, county parks, etc.)
Monthly Home Office stipend or co-working space provided
Dependent care costs are subsidized for business travel
Additional stipends for health & wellness, home internet, and cell service
Financial support for professional development