The Senior Investment Associate will conduct due diligence on equity investments, build financial models, prepare analyses, and collaborate with teams on various investment-related initiatives.
Intro description:
Legalist is a tech-enabled alternative asset manager that uses proprietary data-driven origination to invest in uncorrelated legal and government-payment assets. Founded out of Y Combinator in 2016, Legalist manages over $1.7 billion for endowments, foundations, and family offices.
Core responsibilities:
- Conduct due diligence on prospective equity investments and prepare clear, data-driven investment recommendations for senior team members
- Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures
- Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments
- Partner with the origination team to identify, evaluate, and help close target counterparties
- Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing
Qualifications:
- Bachelor’s degree in a relevant field; advanced degrees encouraged
- 5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments
- Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation
- Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams
- Strong written and verbal communication skills with both technical and non-technical stakeholders
- Thrives in a fast-paced, growth-oriented environment
Top Skills
Excel
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