Investment Analyst

Our client, a Registered Investment Advisor (RIA), is seeking a Financial Investment Analyst with commercial Real Estate experience to join their office. This is an in-office role.

MUST HAVE PRIOR EXPERIENCE

The Analyst will play a central role in evaluating opportunities, conducting financial due diligence, and supporting portfolio management in the rapidly expanding field of litigation finance. This role provides direct exposure to private credit and alternative investments. This role will work closely with the executive leadership team, and the career path is to CIO!

KEY RESPONSIBILITIES

• Investment Analysis

Evaluate potential litigation finance opportunities by assessing financial performance, damages models, and projected returns

Review case files, financial records, and market data

Build and maintain cash flow models, ROI analyses, and scenario forecasts

Track industry developments, financial market trends, and emerging opportunities within litigation finance

Monitor ongoing investments, prepare performance reports, and support risk management

Work with law firms, claimants, and financial professionals to collect information and support negotiations

Draft investment memoranda and recommendations

Partner with leadership on cross-functional initiatives to align financial analysis with business objectives

SKILLS

Bachelor's degree in Finance, Economics, Accounting, Business, or a related field (required). Advanced degree preferred

5 years minimum of experience in investment analysis, financial modeling, private credit, private equity, or related financial services role. Litigation, insurance, or commercial claims experience is a plus

Strong proficiency in Microsoft Excel (financial modeling), financial statement review, and valuation techniques

Ability to synthesize financial and legal information into clear, actionable investment insights

Highly organized, detail-oriented, and comfortable balancing multiple projects in a fast-paced environment.

Entrepreneurial, motivated, and eager to grow within the litigation finance and alternative investments industry

Salary $80-$120k + commissions