Investment Analyst

Safari Investment Capital; Wilton (CT); Hybrid; USD 90,000 - 110,000; Full time

Job summary

Safari Investment Capital in New York City area is seeking an Investment Analyst to support acquisitions and portfolio oversight across the platform. The role involves standard buy-side work—modeling, valuation, diligence support, and investment committee materials—with direct exposure to the CFO instead of multi-layered reporting.

You will build and maintain operating models, perform valuations, and produce portfolio reporting while coordinating with external advisers and finance partners to

Qualifications

• 2–3 years in an investment banking, private equity, or corporate development analyst role.
• Advanced Excel and financial modeling — three-statement and LBO models built from scratch.
• Strong accounting fundamentals and the ability to read financial statements critically.
• Proficiency in PowerPoint and the ability to write a tight, well-reasoned memo.
• Research capability: from a blank page on an unfamiliar market to a defensible point of view.
• Intellectual honesty and precision — on a team this size, your numbers are the numbers.

Responsibilities

• Build and maintain three-statement operating models and returns analyses.
• Run sensitivity and scenario analysis on operating cases and capital structures.
• Model transaction structures — debt sizing, earnouts, seller notes, rollover equity — and their effect on returns.
• Perform valuation analysis: comparable companies, precedent transactions, and DCF.
• Support buy-side diligence across commercial, financial, and operational workstreams.
• Analyze revenue quality, customer concentration, margin drivers, working capital, capex, and EBITDA adjustments.
• Review quality of earnings findings and assess their impact on price and structure.
• Coordinate with outside advisors — accountants, counsel, and consultants — and manage diligence trackers and data room workflow.
• Conduct industry and market research across sectors, end markets, and competitive dynamics.
• Maintain target company profiles, the acquisition pipeline database, and outreach tracking.
• Compile valuation benchmarks and monitor consolidation activity in the sector.
• Draft investment committee memos and presentations with a clear thesis, supporting analysis, and risks.
• Prepare materials for lender and capital-partner discussions.
• Produce monthly and quarterly portfolio reporting: variance analysis, KPI dashboards, and commentary.
• Support budgeting, forecasting, and covenant compliance tracking across acquired businesses.

Skills

Advanced Excel

Financial modeling

PowerPoint

Memo writing

Research capability

Attention to detail

Education

Bachelor's degree in finance, accounting, economics, or related field

Job description

Location

New York City area — onsite / hybrid, 3-4 days per week]; occasional travel to targets and portfolio sites

Reports to

Chief Financial Officer

Type

Full-time, exempt

Compensation

$90,000–$110,000 base, plus a target performance bonus of 20–35% and a deal bonus for closed acquisitions.

About Safari Investment Capital

Safari Investment Company acquires and operates established, profitable businesses with a multi-generational perspective. We acquire and operate businesses in the lower middle market. We're building the platform from the ground up: a small team, direct access to decision-makers, and analytical work that drives real decisions rather than accumulating in a deck.

The Role

We're hiring an Investment Analyst to support acquisitions and portfolio oversight across the platform. The work is standard buy-side analyst work — modeling, valuation, diligence support, investment committee materials, and portfolio reporting — with the difference that you'll see the full deal cycle on a lean team and work directly with the CFO rather than three layers below him.

Responsibilities

Modeling and valuation

• Build and maintain three-statement operating models and returns analyses
• Run sensitivity and scenario analysis on operating cases and capital structures
• Model transaction structures — debt sizing, earnouts, seller notes, rollover equity — and their effect on returns
• Perform valuation analysis: comparable companies, precedent transactions, and DCF

Diligence and analysis

• Support buy-side diligence across commercial, financial, and operational workstreams
• Analyze revenue quality, customer concentration, margin drivers, working capital, capex, and EBITDA adjustments
• Review quality of earnings findings and assess their impact on price and structure
• Coordinate with outside advisors — accountants, counsel, and consultants — and manage diligence trackers and data room workflow

Research and sourcing support

• Conduct industry and market research across sectors, end markets, and competitive dynamics
• Maintain target company profiles, the acquisition pipeline database, and outreach tracking
• Compile valuation benchmarks and monitor consolidation activity in the sector

Investment committee and reporting

• Draft investment committee memos and presentations with a clear thesis, supporting analysis, and risks
• Prepare materials for lender and capital-partner discussions
• Produce monthly and quarterly portfolio reporting: variance analysis, KPI dashboards, and commentary
• Support budgeting, forecasting, and covenant compliance tracking across acquired businesses

What Success Looks Like

• First 90 days: You know our investment criteria and portfolio economics cold, and your models and materials need editing rather than rebuilding.
• First 12 months: You own the analytical workstream on live deals and the recurring reporting cycle end to end, and you surface issues before anyone asks.

Qualifications

Required

• 2–3 years in an investment banking, private equity, transaction advisory, or corporate development analyst role
• Advanced Excel and financial modeling — three-statement and LBO models built from scratch, structured so others can follow them
• Strong accounting fundamentals and the ability to read financial statements critically
• Proficiency in PowerPoint and the ability to write a tight, well-reasoned memo
• Research capability: from a blank page on an unfamiliar market to a defensible point of view
• Intellectual honesty and precision — on a team this size, your numbers are the numbers
• Comfort with incomplete information and founder-owned company financials
• Bachelor's degree in finance, accounting, economics, or a related field

Preferred

• Lower-middle-market M&A experience, particularly with founder- or family-owned businesses
• Quality of earnings or buy-side diligence exposure
• Familiarity with testing, inspection, certification, or other regulated and multi-site services businesses

Why This Role

• Direct mentorship from the CFO and visibility with Managing Partners from day one
• Full deal cycles — screening through integration — instead of one narrow slice
• Platform-building exposure rarely available at a larger fund
• Clear title path: Analyst to Associate in 18–24 months on performance

Safari Investment Capital is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic.