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Legalist · 12 hours ago

Senior Investment Analyst

Minneapolis, MN

Full-time

Onsite

Senior Level

5+ years exp

Legalist is seeking a Senior Investment Analyst to conduct due diligence on prospective credit investments. The role involves building financial models, preparing analyses to support underwriting decisions, and collaborating with the origination team to evaluate and close target counterparties.

Financial Services

Hiring Manager

Mary Brady

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

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