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Legalist · 2 days ago

Senior Investment Analyst

United States

Full-time

Remote

Senior Level

5+ years exp

Legalist is an institutional alternative asset management firm that uses data-driven technology to invest in credit assets at scale. The Senior Investment Analyst will conduct due diligence on credit investments, build financial models, and support cross-functional initiatives.

Financial Services

Responsibilities

Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members

Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures

Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments

Partner with the origination team to identify, evaluate, and help close target counterparties

Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing

Qualification

Financial modelingFinancial statement analysisAsset valuationAnalytical skillsCommunication skills

Required

Bachelor's degree in a relevant field; advanced degrees encouraged

5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments

Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation

Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams

Strong written and verbal communication skills with both technical and non-technical stakeholders

Thrives in a fast-paced, growth-oriented environment