Analyst - Principal Investments

Eagle Crest Insurance Group; Seattle (WA); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Eagle Crest Insurance Group is hiring an Analyst - Principal Investments in Seattle to work with the investments team on evaluating opportunities, building financial models, and supporting portfolio companies. You will collaborate with the founding partners, advisory team, and senior executives to drive transactions and strategy.

The role offers exposure to a range of industries, fast-paced execution, and the chance to develop advanced investment and financial skills alongside an experienced

Qualifications

• Undergraduate degree in accounting, finance, commerce, business, statistics, computer science, or related fields.
• GPA 3.7/4.0 (or 89%+) is required.
• Strong written and verbal communication skills.
• Ability to work independently with minimal supervision.
• Willingness to take on increasing levels of responsibility.

Responsibilities

• Research potential investment opportunities (targets by sector/geography).
• Evaluate investment opportunities and support transaction execution.
• Develop financial models of varying complexity for deals.
• Support due diligence with third-party advisors.
• Help develop investment strategies and portfolio company plans.
• Prepare investment materials and analyses for decision-making.

Skills

Financial analysis

Financial modeling

Research skills

Communication

Independent work

Team collaboration

Education

Bachelor's degree in accounting/finance/commerce

Job description

Eagle Crest was established with the primary objective of offering specialized life insurance solutions, ensuring that clients take full advantage of unique opportunities and achieve and exceed their financial goals.

With roots in Canada and deep experience across both sides of the border, we specialize in life insurance solutions that work for clients whose lives, businesses, and families don't fit neatly into one country — or one strategy.

We're a broker, which means we work for you, not an insurance company. Our job is to find the right structure, the right carrier, and the right fit for your situation.

Summary

We are recruiting for a Analyst - Principal Investments to join the team. In this role, you will work directly with the principal investments team on investment activities, including evaluating potential opportunities, executing transactions, and supporting portfolio companies. You will work closely with the founding partners, advisory team, C-suite executives, and board members of portfolio companies and potential investments.

This position will provide a dynamic opportunity for an individual seeking meaningful responsibility across a broad range of industries and investment activities. The successful candidate will have the opportunity to develop strong investment, financial modelling, and transaction execution skills while working alongside an experienced team.

Role Overview

Your role will include:

• Researching potential investment opportunities, including target companies, sectors, industries, and geographies
• Evaluating investment opportunities and supporting the execution of principal investments
• Developing financial models with varying levels of complexity for investment transactions
• Supporting due diligence processes, including coordinating with third-party advisors
• Assisting in the development of investment strategies, business plans, and objectives for portfolio companies
• Managing and consolidating asset-level reporting for portfolio investments
• Preparing investment materials, presentations, and analysis to support decision-making
• Collaborating with internal and external stakeholders to support investment activities

As a member of a high-performing team working in a fast-paced environment, you will be expected to take ownership of your work, manage competing priorities, and work beyond a normal workday or workweek when required to fulfill your responsibilities.

Required Skills or Experience

• An undergraduate degree in accounting, finance, commerce, business, statistics, computer science, or other related fields
• Exceptional academic results (minimum GPA of 89% or 3.7/4.0)
• Ability to communicate complex concepts and ideas clearly, both verbally and in writing
• Ability to take initiative and work independently with minimal supervision
• Desire to take on increasing levels of responsibility and solve complex problems
• Strong attention to detail and commitment to producing accurate, high-quality work under tight deadlines
• Ability to learn quickly and adapt in a fast-paced work environment
• Resilient mindset and ability to navigate challenges effectively
• Ability to work collaboratively in a team environment

Salary and Benefits

• Discretionary bonus based on company and personal performance

Position Type

• Nature: Permanent, Full-time, and in person.
• Time Commitment: High-commitment position with the requirement for extensive overtime as needed
• Work Location: Seattle, WA
• Start Date: Immediate

Please note:

Candidates must be currently authorized to work in the US.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.