[Hiring] Investment Associate @Gratia

Role Description

We are seeking a deal-oriented Investment Associate to serve as a critical engine for our transaction execution and deal flow management. This role sits at the intersection of high-level financial engineering and tactical deal progression. You will be responsible for building the analytical foundations for new investments while actively managing the diligence process across M&A, private equity, and private credit opportunities.

• Transaction execution & diligence:
  • Help progress active deal flow by managing timelines, coordinating with external advisors (legal, tax, accounting), and overseeing Virtual Data Rooms (VDR).
  • Review Quality of Earnings (QofE) reports and commercial due diligence to identify potential "deal-breakers" or valuation adjustments.
• Advanced financial modelling:
  • Build and scale driver-based 3-statement models (P&L, Balance Sheet, Cash Flow) and multi-year projections from scratch.
• Scenario & Risk Testing:
  • Design frameworks and sensitivity analyses to quantify downside risk and upside potential.
• Valuation analysis:
  • Perform rigorous valuations using DCF frameworks, comparable company analysis, and precedent transactions.
• Data synthesis:
  • Transform messy, raw operational data from target companies into structured, logical insights to support market entry or fundraising.

Qualifications

• 3–5 years of professional experience in financial modeling and transaction execution, typically gained within investment banking, private equity, private credit, or corporate development.
• Expert-level proficiency in Excel (3-statement integration, DCF, data tables, and advanced simulations). You should be comfortable with "production-ready" models that require minimal oversight.
• A foundational understanding of transaction legal docs, closing mechanics, and the nuances of different asset classes (Equity vs. Debt).
• Ability to look beyond the numbers to understand the "story" of a business and identify operational risks.
• Exceptional ability to document assumptions clearly and explain complex model logic to non-technical stakeholders.

Benefits

• This is a long-term contract/freelance role designed for independent professionals who want the freedom of private practice without the isolation of working alone.
• We offer both part-time and full-time engagement options.
• Compensation is tailored to your expertise.
• Elevate your profile by working directly with leaders at innovative global organizations like Gannett and Portrait Analytics.