Investment Analyst – Owner-Facing Decks & Financial Due Diligence (Project-Based)

Investment Analyst – Owner-Facing Decks & Financial Due Diligence (Project-Based) Overview We are a lean, family-office style investor, investing our own capital into profitable, founder-led businesses. We are looking for an investment analyst to support live transactions by building clear, owner-facing presentation decks and performing practical financial due diligence. This role is heavily focused on PowerPoint, turning P&Ls and supporting information into clear, professional materials that can be shared directly with business owners and management teams. This is a project-based, on-call role, activated during live deals. ⸻ Core Responsibilities • Build owner-facing PowerPoint decks to support discussions with founders and management • Review P&Ls, balance sheets, cash flow statements, and supporting schedules • Perform practical financial due diligence, including: • Trend analysis and normalization considerations • Margin and cost structure analysis • Identification of key risks, add-backs, and questions • Translate financial findings into clear, simple slides (not technical reports) • Review CIMs, IMs, and management-provided information • Support preparation for owner meetings and follow-up discussions • Iterate quickly based on feedback from the investment team ⸻ Must-Have Skills (In Order of Importance) 1. Exceptional PowerPoint skills • Clean, professional, owner-appropriate presentation style • Ability to explain financial concepts simply and clearly • Strong slide structuring and storytelling skills 2. Financial due diligence experience • Experience reviewing P&Ls and operating data • Ability to identify issues, trends, and areas for follow-up • Comfort working with imperfect or incomplete information ⸻ Nice to Have (Not Required) • Market research and basic market sizing • Familiarity with PE deal platforms and processes • Understanding of valuation frameworks and multiples • Financial modelling experience (operating models, sensitivities) ⸻ What This Role Is Not • Not a sourcing role • Not a heavy modelling or valuation role • Not a formal QoE report role This role exists to support real conversations with business owners. ⸻ Engagement • Project-based / on-call per transaction • Typical engagement: 1–3 weeks per deal • Paid hourly or per project • Ongoing relationship preferred —— Please submit a loom video introducing yourself and telling me about relevant experience. There will also be a v quick case study