Investment Analyst jobs in United States
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Appier · 10 hours ago

Investment Analyst

Appier is a software-as-a-service (SaaS) company that utilizes artificial intelligence to enhance business decision-making. They are seeking a highly motivated Investment Analyst to support investments, M&A transactions, and strategic partnerships, working closely with stakeholders and senior leadership to drive growth initiatives.

AnalyticsArtificial Intelligence (AI)Information TechnologyMachine LearningSaaS

Responsibilities

Conduct market research, competitive analysis, and industry mapping to identify investment and M&A opportunities
Track sector trends and provide regular strategic insights
Build and maintain financial models for investment targets and M&A opportunities
Perform valuation analyses using DCF, precedent transactions, trading comps, and other methodologies
Support due diligence processes across financial, commercial, legal, and technical areas
Assist in preparing internal investment memos, presentations, and board materials
Liaise with external advisors (e.g., bankers, lawyers, consultants) during deal execution
Work cross-functionally with product, finance, legal, and operations teams on strategic initiatives
Support integration planning and tracking post-close KPIs for acquired companies
Maintain the M&A and investment opportunity pipeline
Support internal reporting and tracking of strategic initiatives

Qualification

Financial modelingValuation analysisInvestment bankingExcel proficiencyData analysis toolsAnalytical skillsPassion for technologyCommunicationDetail-oriented

Required

2+ years of experience in investment banking, private equity, management consulting, corporate development, or a related field
Strong financial modeling and valuation skills
Proficient in Excel, PowerPoint, and data analysis tools
Excellent written and verbal communication skills, with the ability to synthesize and present complex information clearly
Highly analytical, detail-oriented, and capable of managing multiple workstreams in a fast-paced environment
Passion for technology, M&A, and strategic growth

Preferred

Familiarity with CapIQ, PitchBook, or similar platforms

Company

Appier is a SaaS company that uses artificial intelligence to support business decision-making.

Funding

Current Stage
Public Company
Total Funding
$164.46M
Key Investors
Pavilion CapitalPeak XV Partners
2021-03-30IPO
2021-02-01Series Unknown· $0.12M
2020-09-24Series Unknown· $2.85M

Leadership Team

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Chih-Han Yu
CEO
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Su Jiayong
CIO and co-founder
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Company data provided by crunchbase