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
Similar Jobs
Information Technology
Perform technical tasks related to the operation and monitoring of managed services technologies, ensuring service delivery within SLAs, and providing tier-1 support.
Top Skills:
AutomateHeatIbm Power IMS OfficeNimsoft Unified ManagementRemedySciencelogicService Desk ExpressServicenow
Information Technology
The Strategist (Federal) role involves driving solutions for CDW Federal by collaborating with stakeholders, advising on technology initiatives, and enhancing customer relationships.
Top Skills:
Technology ArchitectureTechnology Solutions
Information Technology
The Strategist role drives solutions in CDW Federal by collaborating with stakeholders to identify technology initiatives, improve customer positioning, and develop solutions addressing industry challenges.
Top Skills:
Incident ManagementPlanning And ResponseTechnology ArchitectureTechnology SolutionsTechnology Trends
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
