Analyst

Mercato Partners; Cottonwood Heights (UT); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Discretionary bonus

Profit-sharing

Health insurance

401(k) plan

Job summary

A growth-equity firm is seeking an Analyst to join its investment team in Cottonwood Heights, Utah. The role includes sourcing, evaluating, and supporting growth-stage technology investments, providing exposure to industry leaders. Responsibilities encompass financial modeling, market research, and AI-enabled analysis, along with strategic diligence. Ideal candidates hold a related undergraduate degree and exhibit strong analytical and communication skills. Competitive compensation package includes salary, bonus, health, and retirement benefits.

Qualifications

• Experience in consulting, investment banking, venture capital, or corporate strategy preferred.
• Ability to work in a fast-paced environment with shifting priorities and tight deadlines.
• Familiarity with AI-enabled diligence tools is a plus.

Responsibilities

• Track emerging themes in vertical SaaS, healthcare technology, and applied AI.
• Perform detailed financial modeling and valuation work.
• Prepare investment memos, thematic briefs, and deal summaries.

Skills

Analytical skills

Financial modeling

Market research

Strong communication skills

Interest in technology

Education

Undergraduate degree in finance, economics, engineering, computer science, or related field

Tools

AI-enabled research tools

Job description

Mercato Partners is a growth‑equity firm investing in capital‑efficient technology companies across vertical SaaS, healthcare technology, and applied AI. Founded in 2007, the firm partners with exceptional founders in under‑capitalized U.S. innovation regions—especially the Mountain West and Midwest—and has produced top‑decile performance across four prior funds.

Role Overview

Mercato Partners is seeking an Analyst to join the investment team. Analysts play a central role in sourcing, evaluating, and supporting growth‑stage technology investments. The role offers meaningful exposure to founders, senior executives, and the firm’s Investment Committee. Analysts contribute to thematic research, financial modeling, commercial diligence, AI‑enabled analysis, and portfolio monitoring. It is a high‑ownership, high‑expectation role suitable for someone who is analytically rigorous, intellectually curious, and energized by partnering with entrepreneurial leaders.

Position Qualifications

• Undergraduate degree in finance, economics, engineering, computer science, or a related field.
• Experience in consulting, investment banking, venture capital, corporate strategy, or operating roles preferred but not required.
• Strong analytical skills, including financial modeling and market research.
• Demonstrated interest in technology, entrepreneurship, and the investing ecosystem.
• Ability to work in a fast‑paced environment with shifting priorities and tight deadlines.
• Strong communication skills and the ability to engage credibly with founders, executives, LPs, and board members.
• Familiarity with (or willingness to learn) AI‑enabled research, diligence tools, and modern workflow systems.
• High integrity, intellectual humility, and an ownership mindset.

Primary Responsibilities

• Track emerging themes in vertical SaaS, healthcare technology, and applied AI.
• Build and maintain target lists across Mercato’s geographic markets.
• Engage early with founders and executives; participate in introductory calls and meetings.
• Perform detailed financial modeling, scenario analysis, and valuation work.
• Conduct customer and market reference calls; summarize insights for IC review.
• Support commercial, product, and technical diligence, including use of AI‑enabled analysis tools.
• Map competitive landscapes and identify strategic positioning.
• Assist Mercato sponsors in preparing board materials and KPI reviews.
• Support value‑creation projects, including pricing work, customer segmentation, hiring needs, and operational benchmarking.
• Maintain internal dashboards and AI‑enabled knowledge systems for active companies.

Internal Research & IC Support

• Prepare investment memos, thematic briefs, and deal summaries.
• Participate in internal discussions, IC prep, and post‑mortem analyses.
• Contribute to firmwide knowledge capture and sourcing automation initiatives.

Compensation and Benefits

Mercato Partners offers a competitive compensation package including base salary, discretionary bonus, and profit‑sharing. All employees are eligible for group health, dental, and vision insurance, and a 401(k) plan.