Investment Analyst

Investment Analyst - Job Description Overview

The Investment Analyst supports investment decision‑making by conducting financial analysis, market research, and valuation modeling. This role evaluates potential investments, monitors portfolio performance, and provides insights to senior investment professionals.

• Analyze financial statements, cash flows, and key performance metrics
• Build and maintain financial models (DCF, comparable companies, precedent transactions)
• Conduct market, industry, and company‑specific research
• Evaluate potential investment opportunities and risks
• Prepare investment memos, presentations, and reports for internal stakeholders
• Monitor existing investments and track performance against expectations
• Assist with due diligence processes
• Stay informed on market trends, economic indicators, and regulatory changes

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Strong financial modeling and valuation skills
• Proficiency in Excel; experience with PowerPoint and financial databases is a plus
• Strong analytical, quantitative, and problem‑solving skills
• Ability to synthesize complex data into clear insights
• Excellent written and verbal communication skills

• 1‑3 years of experience in investment analysis, banking, consulting, or asset management
• Progress toward or completion of CFA designation
• Experience with equity research, private equity, or portfolio management

• Attention to detail
• Strong time management and organizational skills
• Ability to work independently and in team environments
• Intellectual curiosity and interest in financial markets

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting.

The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Additional disclaimer:
Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied.

Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign‑born residents, and veterans to apply.

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this…