Senior Investment Analyst

Denver, CO Experienced Alumni Jobs, Full-Time Job, Mid Career Alumni Jobs

CB partners is partnering with a mission-driven social impact organization that deploys capital to remove barriers and empower individuals to live a life of purpose, belonging, and well-being. The organization takes a multi-strategy approach, leveraging investments, partnerships, and grantmaking to support initiatives that provide individuals the opportunity to achieve their full potential.

This is a unique opportunity to join a collaborative, impact-oriented investment team where you will work across a diverse portfolio of direct investments, fund commitments, and strategic initiatives.

The ideal candidate brings strong analytical and research capabilities, clear investment writing skills, and an interest in deploying capital with discipline in opportunities that strengthen human capital and help individuals reach their full potential. Financial rigor, sound investment judgment, and private company/fund investment experience are a must for success in this role.

The Senior Analyst is a hands‑on investing role engaged throughout due diligence, execution, portfolio monitoring, and ongoing analytics across a dynamic portfolio of fund commitments, direct investments, and project development opportunities. This position works closely with and reports to the Investment Principal. The role requires a blend of traditional financial expertise, strong financial analytical capability, systematic approach to due diligence and portfolio monitoring, genuine curiosity regarding the sectors, contexts, and business models in which the fund is prioritizing, and a deep commitment to impact outcomes.

• Support assessment of early‑stage opportunities for business model quality and risk considerations.
• Maintain relationships with intermediaries (including fund managers) and co‑investors to strengthen deal flow.
• Track pipeline activity and surface insights on deal flow quality, pacing, and emerging themes

• Undertake financial, market, and impact due diligence for assigned investments, coordinating inputs from internal partners and third‑party advisors.
• Refresh landscape analyses to understand current contexts in which investments are being considered.
• Evaluate business models, competitive dynamics, management teams, and key risks, forming and documenting investment viewpoints.
• Synthesize and present diligence findings to support clear investment recommendations.

• Build, maintain, and refine financial models to evaluate prospective investments, including downside scenarios, capital needs, and return profiles.
• Analyze unit economics, cash flow dynamics, valuation, and deal structures across private asset classes.
• Apply financial analysis to ongoing monitoring of individual investments and the portfolio.

• Prepare and present materials for decision‑making review, manage post‑decision diligence, and track closing conditions.
• Review and assess legal and economic terms to ensure alignment with investment intent and risk assessment.
• Support transaction execution, including term sheet development, deal structuring, and coordination with legal counsel and external advisors.

• Work with Investment Principal to maintain ongoing engagement with investees and fund managers.
• Monitor and assess financial and impact performance, identifying risks, opportunities, and recommended actions.
• Prepare portfolio‑level analyses and reporting for internal stakeholders, including materials for committee review.

• Refine and improve investment processes, diligence frameworks, and portfolio monitoring practices.
• Capture and synthesize learnings from diligence and portfolio performance to inform ongoing improvements to investment practices.
• Contribute to the development and improvement of impact measurement and reporting approaches.

• Partner with the…