Investment Analyst / Deal Coordinator

About the Role
We are an investment company acquiring industrial and manufacturing companies in the United States. We are seeking a remote Investment Analyst / Deal Coordinator to support the front end of our acquisition process. You will collect information from sellers, organize diligence materials, conduct market research, build financial models, and draft investment memos and sections of confidential information memorandums (CIMs). This is an email -based role. You will not be required to speak with sellers by phone.
Responsibilities

• Request and organize financial, customer, and operational data from sellers and intermediaries
• Maintain data rooms and track missing items
• Prepare concise investment memos summarizing business overview, financial performance, customer concentration, market position, operational risks, valuation range, and a clear go / no-go recommendation
• Draft sections of confidential information memorandums (CIMs) once a letter of intent is signed
• Conduct market research on industry size, growth trends, competitors, and barriers to entry
• Build basic Excel models (revenue bridges, adjusted EBITDA, simple DCF or comps analysis)
• Flag quality-of-earnings issues, one-time items, and owner add-backs
• Coordinate with the principal on open questions and escalate time-sensitive items

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 3+ years of experience in financial analysis, FP&A, investment research, transaction support, or a comparable analytical role
• Strong Excel skills, including financial modeling and data organization
• Comfortable reading three years of P&Ls, tax returns, and customer reports, and identifying material risks
• Clear, professional written English suitable for investor-facing documents
• Experience with or willingness to learn AI tools for research and drafting
• Organized and reliable with follow-up and document management
• Familiarity with US GAAP or US middle-market deal structures is a plus

What Success Looks Like
You take a set of seller financials and supporting documents and produce a clean, decision-ready investment memo within a few days. When a deal advances, you expand that work into CIM sections without starting from scratch. The principal reviews and d ---------- ; you handle the assembly and first-pass analysis.
How to Apply
Please submit a resume and a short note on your relevant experience with financial analysis or deal-related work. Selected candidates will be asked to complete a short-paid sample task.