Investment Analyst - Full Deal Cycle, CFO-Mentored

Safari Investment Capital; Wilton (CT); Hybride; USD 90 000 - 110 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Advanced Excel

Financial modeling

PowerPoint

Memo writing

Research capability

Attention to detail

Formation

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

Description du poste

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