Emigrant Partners · 3 weeks ago
Senior Analyst - Investments
New York City, New York
Full-time
Hybrid
Mid, Senior Level
$150K/yr - $200K/yr
1+ years expEmigrant Partners is a long-term capital and advice partner that makes minority investments into wealth and alternative asset management firms. The Senior Analyst will be responsible for evaluating investment opportunities, building financial models, assisting in transaction processes, and maintaining relationships with partner firms.
FinanceFinancial Services
Responsibilities
Support the evaluation of investment opportunities for both EP and EP’s partner firms
Build and maintain detailed financial models including operating models, LBO and investment models, scenario analyses, merger accretion/dilution, exit analyses, and ad hoc projects
Assist in key phases of the transaction process, including due diligence and creation of deal materials
Review and analyze company historical performance and projections and determine reasonableness of adjustments and valuation assumptions
Draft investment memos synthesizing qualitative and financial analyses to support investment decisions
Support monitoring of existing partner firms and contribute to project-based value creation initiatives, collaborating with cross-functional teams across finance, operations, and strategy
Conduct ongoing market research and prepare internal materials, including quarterly market updates, deal activity tracking, and portfolio company analyses
Maintain internal databases including deal pipeline, market activity tracking, and portfolio metrics
Help enhance internal processes, tools, and best practices
Qualification
Required
1-3 years of experience, with a background in private equity or investment banking
Excellent financial modeling, analytical, and research skills
Self-starter with a strong work ethic, problem-solving mindset, and eagerness to learn
Highly organized and capable of managing multiple work streams with minimal supervision
Strong written and verbal communication skills
Demonstrated passion for investing and interest in wealth and alternative asset management
Preferred
Experience advising and/or investing in the wealth & asset management sector is helpful, but not required
Experience working on deal processes from end-to-end from the buy-side, sell-side or both
Company
Emigrant Partners
Emigrant Partners is a business built on experience, long term partnership, and alignment of interests.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jennifer Souza
CEO & President
Liz Nesvold
Chair
Recent News
2025-11-24
2025-05-06
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