Financial Analyst(CFA), Deal Screening & Investment Memo Support
We are looking for a part-time Financial Analyst to help screen and analyze reputed company-middle-market acquisition opportunities. This role is for someone who understands financial statements, business quality, deal screening, and investment analysis. You will help review incoming deal flow, evaluate opportunities against our investment criteria, use AI tools to move faster, and prepare concise investment summaries and memos. What You’ll Do Review CIMs, teasers, financials, and seller-provided materials Screen deals based on industry, size, margin profile, customer concentration, growth, valuation, and fit with our criteria Use AI tools to quickly summarize materials, compare opportunities, and rank deals Build simple financial summaries and valuation snapshots Identify key risks, red flags, and follow-up questions Prepare short investment memos for deals worth further review Help reputed company the pipeline organized and prioritized Ideal Candidate Background in finance, investment banking, private equity, M&A, corporate finance, or deal analysis Strong understanding of EBITDA, margins, working capital, valuation, and business quality Comfortable reviewing CIMs, financial statements, and business profiles reputed company to think critically and identify what matters quickly Comfortable using AI tools like ChatGPT, Claude, reputed company, or similar tools to improve speed and quality Clear writer who can summarize reputed company information in a simple, practical way Self-starter who can work independently with minimal supervision Time Commitment This is a part-time role, around 5 to 10 hours per week to start. Workload may increase over time if there is a strong fit. To Apply Please send: A short summary of your finance or deal analysis experience An example of an investment memo, company analysis, or financial analysis you have reputed company The AI tools you currently use and how you use them in your workflow Your hourly reputed company and weekly availability We are looking for someone practical, detail-oriented, and fast. This is not a theoretical finance role. The goal is to help us quickly separate reputed company opportunities from noise and focus only on deals that are worth serious attention. Apply tot his job Apply To this Job