Lower-Middle Market Investment Analyst (Roll-Ups/ETA)

Shore Capital Partners; Detroit (MI); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Annual bonus

Comprehensive benefits package

Job summary

Shore Capital Partners is seeking an Investment Analyst to support evaluation, underwriting, execution and monitoring of lower middle-market investments via search funds and ETA structures. You will work closely with partners and searchers to strengthen underwriting decisions in fast-moving situations with limited information.

The role combines high deal volume with opportunities to contribute across diligence, modeling, and transaction execution, including roll-up initiatives from thesis

Qualifications

• 1–3 years of experience in investment banking, private equity, or a similarly rigorous and fast-paced analytical role.
• Exposure to M&A, transaction execution, or principal investing strongly preferred.
• Strong financial modeling skills and comfort working extensively in Excel.
• Demonstrated ability to operate with limited guidance and take high ownership of workstreams.

Responsibilities

• Build and maintain detailed financial models and scenarios to evaluate investments.
• Conduct rigorous quantitative analysis to assess risk, return, and underwriting assumptions.
• Evaluate and diligence investment opportunities with SSP professionals and searchers.
• Prepare investment committee memos and materials clearly outlining assumptions, risks, and drivers.
• Execute due diligence workstreams including data collection and stakeholder coordination.
• Perform industry and market research to support roll-up theses and targets.
• Monitor portfolio performance through financial analysis and KPI tracking.
• Prepare concise presentations and materials for internal and external audiences.

Skills

Analytical thinking

Attention to detail

Ownership and initiative

Communication

Time management

Tools

Excel

PowerPoint

Job description

Shore Capital Partners is seeking an Investment Analyst to support evaluation, underwriting, execution and monitoring of lower middle-market investments via search funds and ETA structures. You will work closely with partners and searchers to strengthen underwriting decisions in fast-moving situations with limited information.

The role combines high deal volume with opportunities to contribute across diligence, modeling, and transaction execution, including roll-up initiatives from thesis