Principal Investments Analyst — Growth & Modelling

family-innovation-corp; Seattle (WA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Extended health benefits

Discretionary bonus

Job summary

Stalwart Insurance Brokers Ltd. in Seattle, WA, seeks an Analyst - Principal Investments to join the investment team. You will work with founding partners, advisory teams, and executives to evaluate opportunities, model transactions, and support portfolio companies across diverse industries.

You will develop financial models, perform due diligence, and prepare materials to drive investment decisions. This role offers meaningful responsibility, high-performance culture, and opportunities to

Qualifications

• Undergraduate degree in accounting, finance, commerce, business, statistics, computer science, or related field.
• Exceptional academic results (minimum GPA of 89% or 3.7/4.0).
• Ability to communicate complex concepts clearly, both verbally and in writing.
• Ability to work independently with minimal supervision.
• Desire to assume increasing levels of responsibility and solve complex problems.
• Strong attention to detail and ability to deliver high-quality work under tight deadlines.
• Ability to learn quickly in a fast-paced environment.
• Resilient mindset to navigate challenges effectively.

Responsibilities

• 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

Skills

Strong communication

Independent working

Detail-oriented

Team collaboration

Education

Undergraduate degree in accounting/finance

Job description

Stalwart Insurance Brokers Ltd. in Seattle, WA, seeks an Analyst - Principal Investments to join the investment team. You will work with founding partners, advisory teams, and executives to evaluate opportunities, model transactions, and support portfolio companies across diverse industries.

You will develop financial models, perform due diligence, and prepare materials to drive investment decisions. This role offers meaningful responsibility, high-performance culture, and opportunities to