Investment Analyst
Talent Haus
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Benefits offered by this job
Job summary
Qualifications
- 5+ years of experience in investment analysis.
- 2+ years of hands-on credit analysis experience.
Responsibilities
- Evaluate potential investment opportunities, including borrower creditworthiness.
- Build detailed financial models to forecast funding requirements.
- Prepare investment memos, risk assessments, and recommendations.
Skills
Education
Job description
This range is provided by Talent Haus. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
$80,000.00/yr - $110,000.00/yr
Annual Bonus
Direct message the job poster from Talent Haus
We’re partnering with a growing legal finance organization to add an Investment Analyst to its team. This role is ideal for someone who enjoys deep analysis, credit evaluation, and hands-on exposure to investment decision-making in a non-traditional asset class.
You’ll work closely with senior leadership and an investment committee, evaluating potential funding opportunities, conducting due diligence, and supporting the structuring and execution of investments. This is a high-visibility role with strong long‑term growth potential.
- Evaluate potential investment opportunities, including borrower creditworthiness and underlying collateral
- Assess the full deal ecosystem: origination, operations, legal strategy, counsel, insurers, experts, and service providers
- Partner with subject matter experts to assess legal risk, budgets, and case strategy across various case types
- Build detailed financial models to forecast funding requirements and expected returns
- Develop tools to evaluate collateral value and downside protection
- Design and maintain covenant and collateral tracking tools
- Audit use of proceeds and monitor collateral performance over time
- Prepare investment memos, risk assessments, and recommendations for the Investment Committee
- Research new case types and asset structures, defining success criteria and risk parameters
- Support deal structuring, negotiations, and documentation alongside senior leadership
- Bachelor’s degree in Finance, Economics, Business, Law, or a related field
- Advanced certifications (CFA, CPA, ACA, or legal qualifications) are a plus
- 5+ years of experience in investment analysis
- 2+ years of hands‑on credit analysis experience
- Strong financial modeling, analytical, and research skills
- Commercial mindset with the ability to assess risk vs. return in complex or non‑traditional investments
- Clear communicator with the ability to present insights to senior stakeholders
- Proactive, detail‑oriented, and comfortable managing multiple workstreams
- Curious and resourceful, with strong ownership mentality
- Thrives in fast‑paced, entrepreneurial environments
Mid‑Senior level
Full‑time
Finance
Legal Services and Financial Services
- Medical insurance
- Vision insurance
- 401(k)
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