Senior Investment Associate (Private Equity) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Legalist · 6 hours ago

Senior Investment Associate (Private Equity)

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
date5+ years exp

Legalist is a tech-enabled alternative asset manager that uses proprietary data-driven origination to invest in uncorrelated legal and government-payment assets. The Senior Investment Associate will conduct due diligence on prospective equity investments, prepare investment recommendations, build financial models, and support various cross-functional initiatives.

Financial Services

Responsibilities

Conduct due diligence on prospective equity 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

Company

Legalist

twittertwitter
company-logo
Legalist is an institutional alternative asset management firm. The firm uses data-driven technology to invest in credit assets at scale.
dateFounded in 2016
location
San Francisco, California, USA
people-size11-50 employees
web-link
https://www.legalist.com/

Funding

Current Stage
Early Stage
Total Funding
$100M
Key Investors
Y Combinator
2019-09-18Series Unknown· $100M
2016-08-24Seed

Leadership Team

leader-logo
Eva Shang
Co-founder and General Partner
linkedin

Recent News

PR Newswire
SUBSCRIBE Unveils Private Markets Research Select List on Altscape® Marketplace
2025-11-19
Business Insider
AI is making hiring harder on both sides. Employers and applicants are going back to basics to find the right fit.
2025-08-18
Business Insider
Elon Musk's DOGE threw government contracts into chaos. This startup is cashing in.
2025-08-15
Company data provided by crunchbase