CapitexAI

Investment Associate

CapitexAI

Remote · Contract

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Experience
3+ yrs
Salary
USD 150 – USD 150 / hour
Openings
1
Posted
2 weeks ago
Work mode
Work from home
Resume
Required to apply

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Job description

Role Overview

Engage as an investment expert responsible for leading private company valuation efforts, conducting portfolio analyses, and delivering well-prepared decision-focused presentation materials for senior stakeholders.

Key Responsibilities

  • Lead valuation projects for private companies using appropriate financial and market-based valuation techniques.
  • Develop, examine, and enhance detailed financial models in Excel.
  • Analyze company performance metrics, financial forecasts, capital structures, peer companies, and related transaction data to inform valuation.
  • Evaluate core assumptions, sensitivity analyses, valuation ranges, and associated investment risks.
  • Review documentation related to investment policies, identifying gaps, inconsistencies, or improvement opportunities.
  • Translate analytical insights into clear and concise presentations tailored for senior-level audiences.

Core Requirements

  • Proven relevant background in Investment Banking, Private Equity, Family Office, or investment management roles.
  • Experience with private company valuation, financial modeling, investment analysis, and transaction support.
  • Advanced skills in Excel, capable of creating detailed, auditable financial models.
  • Experience preparing materials for investment committees, board presentations, or similar high-level deliverables.
  • Strong grasp of valuation methods such as comparable company analysis, precedent transactions, and discounted cash flow analysis.

Additional Strengths

  • Analytical mindset focused on reviewing and enhancing professional content quality.
  • Consistent approach to ensuring technical and transactional accuracy.
  • Ability to independently manage deliverables with minimal oversight.

Compensation and Work Conditions

Compensation is set at $150 per hour, with an expected workload of 10 to 40 hours per week on a fully remote basis.

Application Process

  • Submit your application via the designated easy apply process.
  • Applications will be reviewed carefully in alignment with the job criteria.
  • Chosen candidates will receive emails outlining further steps.
  • Follow provided instructions to complete subsequent application requirements.

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