Job Description
Job highlights
Identified by Google from the original job post
Qualifications
Bachelor's degree in finance, economics, business, or related field; advanced degree encouraged
6+ years of investment banking, M&A, or private equity experience, with direct involvement in executing transactions from sourcing through close
Strong proficiency in financial statement analysis, advanced Excel-based financial modeling and enterprise valuation methodologies
Highly analytical, detail-oriented, and comfortable owning independent deal workstreams in a fast-moving environment
Strong written and verbal communication skills with ability to present complex analyses to technical and non-technical stakeholders
Thrives in a fast-paced, entrepreneurial environment
Responsibilities
Lead due diligence on acquisition targets and prepare clear, data-driven investment recommendations for senior leadership
Build and maintain sophisticated Excel-based financial models to evaluate acquisition opportunities, including revenue synergies, cost optimization, and integration scenarios
Prepare valuation analyses (DCF, comparable transactions, precedent M&A), scenario modeling, and performance projections to support acquisition decisions and monitor portfolio performance
Partner with the origination team to identify, evaluate, and execute on acquisition opportunities as part of our strategic roll-up initiative
Lead deal structuring, negotiation support, and post-acquisition integration planning across multiple concurrent transactions
Support cross-functional initiatives related to deal sourcing, underwriting, structuring, portfolio management, operations, technology, and marketing
Job description
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:
• Lead due diligence on acquisition targets and prepare clear, data-driven investment recommendations for senior leadership
• Build and maintain sophisticated Excel-based financial models to evaluate acquisition opportunities, including revenue synergies, cost optimization, and integration scenarios
• Prepare valuation analyses (DCF, comparable transactions, precedent M&A), scenario modeling, and performance projections to support acquisition decisions and monitor portfolio performance
• Partner with the origination team to identify, evaluate, and execute on acquisition opportunities as part of our strategic roll-up initiative
• Lead deal structuring, negotiation support, and post-acquisition integration planning across multiple concurrent transactions
• Support cross-functional initiatives related to deal sourcing, underwriting, structuring, portfolio management, operations, technology, and marketing
Qualifications:
• Bachelor's degree in finance, economics, business, or related field; advanced degree encouraged
• 6+ years of investment banking, M&A, or private equity experience, with direct involvement in executing transactions from sourcing through close
• Track record in buy-side M&A with experience in roll-up strategies, consolidation plays, or multi-site acquisitions a plus
• Strong proficiency in financial statement analysis, advanced Excel-based financial modeling and enterprise valuation methodologies
• Highly analytical, detail-oriented, and comfortable owning independent deal workstreams in a fast-moving environment
• Strong written and verbal communication skills with ability to present complex analyses to technical and non-technical stakeholders
• Thrives in a fast-paced, entrepreneurial environment
Identified by Google from the original job post
Qualifications
Bachelor's degree in finance, economics, business, or related field; advanced degree encouraged
6+ years of investment banking, M&A, or private equity experience, with direct involvement in executing transactions from sourcing through close
Strong proficiency in financial statement analysis, advanced Excel-based financial modeling and enterprise valuation methodologies
Highly analytical, detail-oriented, and comfortable owning independent deal workstreams in a fast-moving environment
Strong written and verbal communication skills with ability to present complex analyses to technical and non-technical stakeholders
Thrives in a fast-paced, entrepreneurial environment
Responsibilities
Lead due diligence on acquisition targets and prepare clear, data-driven investment recommendations for senior leadership
Build and maintain sophisticated Excel-based financial models to evaluate acquisition opportunities, including revenue synergies, cost optimization, and integration scenarios
Prepare valuation analyses (DCF, comparable transactions, precedent M&A), scenario modeling, and performance projections to support acquisition decisions and monitor portfolio performance
Partner with the origination team to identify, evaluate, and execute on acquisition opportunities as part of our strategic roll-up initiative
Lead deal structuring, negotiation support, and post-acquisition integration planning across multiple concurrent transactions
Support cross-functional initiatives related to deal sourcing, underwriting, structuring, portfolio management, operations, technology, and marketing
Job description
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:
• Lead due diligence on acquisition targets and prepare clear, data-driven investment recommendations for senior leadership
• Build and maintain sophisticated Excel-based financial models to evaluate acquisition opportunities, including revenue synergies, cost optimization, and integration scenarios
• Prepare valuation analyses (DCF, comparable transactions, precedent M&A), scenario modeling, and performance projections to support acquisition decisions and monitor portfolio performance
• Partner with the origination team to identify, evaluate, and execute on acquisition opportunities as part of our strategic roll-up initiative
• Lead deal structuring, negotiation support, and post-acquisition integration planning across multiple concurrent transactions
• Support cross-functional initiatives related to deal sourcing, underwriting, structuring, portfolio management, operations, technology, and marketing
Qualifications:
• Bachelor's degree in finance, economics, business, or related field; advanced degree encouraged
• 6+ years of investment banking, M&A, or private equity experience, with direct involvement in executing transactions from sourcing through close
• Track record in buy-side M&A with experience in roll-up strategies, consolidation plays, or multi-site acquisitions a plus
• Strong proficiency in financial statement analysis, advanced Excel-based financial modeling and enterprise valuation methodologies
• Highly analytical, detail-oriented, and comfortable owning independent deal workstreams in a fast-moving environment
• Strong written and verbal communication skills with ability to present complex analyses to technical and non-technical stakeholders
• Thrives in a fast-paced, entrepreneurial environment
💡 Quick Summary
Seeking a career-building opportunity? The Senior Investment Associate (Private Equity) position is now open for candidates interested in the Remote Jobs sector. This role in Houston offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Remote Jobs is a plus.
