Senior Investment Analyst (Client-Facing)

Posted 2 days ago

Worldwide

Needs to hire 4 Freelancers
Summary

PLEASE READ FULL DESCRIPTION BEFORE APPLYING. We’re one of the fastest capital advisory practices in the Asia-Pacific region helping organisations raise capital. We have sophisticated marketing infrastructure that provide us with a significant amount of deal-flow, and also allow us to generate a significant amount of investor interest for our clients. We’re looking for a Senior Investment Analyst to support our client fulfillment process and help us manage the workload as we scale rapidly. Key Responsibilities: - Develop and refine investor materials including pitch decks, teasers, one-pagers, and investment memos - Review, validate, and provide feedback on client-prepared financial models - Organise and maintain investor-ready data rooms with proper structure and naming conventions - Draft concise investor briefing reports for each client prior to introductions - Support ongoing client communication and coordination throughout the capital raise - Collaborate closely with our senior team to ensure deliverables meet institutional investor standards What We're Looking For: - Strong background in investment banking, private equity, venture capital, or related fields - Proven experience crafting materials for institutional or strategic investors - Solid understanding of financial modeling and ability to spot key gaps or red flags - Clear, structured writing and the ability to tell a compelling investment story - Highly organised, self-directed, and comfortable managing multiple clients simultaneously - Excellent written communication skills and professionalism in client-facing correspondence - Ideally has access to their own business intelligence (BI) tools and investor databases to support research and context Compensation: Hourly rate commensurate with experience, paired with a percentage of the success fees we earned on closed transactions (success fees range from $100,000 to $1,000,000+.) Portfolio Requirement Please share a portfolio of past work - pitch decks, investment memos, financial models, or similar materials. Anonymised or redacted examples are acceptable if confidentiality is required. We're evaluating clarity, structure, and investor-readiness. NOTE ON FIT: This is a partner-track role, not a one-off contract engagement. Our clients are serious organisations, and their investors expect to know who is representing them in a capital raise - a professional, verifiable online presence (e.g. a complete, active LinkedIn profile) is mandatory, not optional. We're looking for someone comfortable being publicly associated with the firm and invested in growing with us long-term.

  • Less than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Expert
    Experience Level
  • $20.00

    -

    $70.00

    Hourly
  • Remote Job
  • Complex project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
Learn more
Skills and Expertise
Mandatory skills
Pitch Deck
Investor Materials
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:yesterday
  • Interviewing:
    3
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Apr 13, 2025
  • NZL
    Auckland6:00 PM
  • $5 total spent
    1 hire, 0 active
  • Small company (2-9 people)

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