Investment Analyst
J. Shaw Enterprises
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New York City Metropolitan Area
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Associate
Posted April 4, 2026
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Responsibilities
Responsibilities
- Financial Modeling: Build and maintain detailed financial models to support evaluation of potential investments at both the asset and platform level
- Risk & Opportunity Analysis: Perform sensitivity analyses and scenario modeling to assess risks, returns, and key investment drivers
- Investment Structuring: Analyze and support structuring of joint ventures, partnerships, and capital stacks
- Waterfall Modeling: Develop and analyze complex distribution waterfalls and promote structures
- Investment Materials: Prepare investment memoranda and supporting materials, synthesizing market data and analysis into clear recommendations
- Due Diligence: Support full lifecycle underwriting and diligence processes, coordinating with internal and external stakeholders (legal, tax, technical, etc.)
- Portfolio Monitoring: Assist with ongoing reporting, valuation, and performance tracking of existing investments Qualifications
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Requirements
- Due Diligence: Support full lifecycle underwriting and diligence processes, coordinating with internal and external stakeholders (legal, tax, technical, etc.)
- Portfolio Monitoring: Assist with ongoing reporting, valuation, and performance tracking of existing investments Qualifications
- 1–4 years of relevant experience in investment banking, private equity, or real estate investing
- Strong financial modeling and analytical skills, including experience with partnership structures and waterfalls
- Exposure to multiple asset classes and investment structures
- Proficiency in Excel and financial analysis Profile
- Highly analytical with strong attention to detail
- Entrepreneurial mindset with the ability to take initiative
- Strong written and verbal communication skills
- Collaborative team player who thrives in a fast-paced environment
Preferred Skills
- Strong financial modeling and analytical skills, including experience with partnership structures and waterfalls
Education
- (Required) – Bachelor’s degree required
Investment Analyst New York, NY Overview Our Client is seeking a highly analytical and motivated Analyst to support the evaluation and execution of new investment opportunities. This individual will have exposure to a broad range of transactions across asset types and investment structures. The role involves developing complex financial analyses, supporting investment decision-making, and contributing to all aspects of the investment lifecycle, including underwriting, due diligence, and portfolio monitoring. Responsibilities
Financial Modeling: Build and maintain detailed financial models to support evaluation of potential investments at both the asset and platform level
Risk & Opportunity Analysis: Perform sensitivity analyses and scenario modeling to assess risks, returns, and key investment drivers
Investment Structuring: Analyze and support structuring of joint ventures, partnerships, and capital stacks
Waterfall Modeling: Develop and analyze complex distribution waterfalls and promote structures
Investment Materials: Prepare investment memoranda and supporting materials, synthesizing market data and analysis into clear recommendations
Due Diligence: Support full lifecycle underwriting and diligence processes, coordinating with internal and external stakeholders (legal, tax, technical, etc.)
Portfolio Monitoring: Assist with ongoing reporting, valuation, and performance tracking of existing investments Qualifications
Bachelor’s degree required
1–4 years of relevant experience in investment banking, private equity, or real estate investing
Strong financial modeling and analytical skills, including experience with partnership structures and waterfalls
Exposure to multiple asset classes and investment structures
Proficiency in Excel and financial analysis Profile
Highly analytical with strong attention to detail
Entrepreneurial mindset with the ability to take initiative
Strong written and verbal communication skills
Collaborative team player who thrives in a fast-paced environment
Financial Modeling: Build and maintain detailed financial models to support evaluation of potential investments at both the asset and platform level
Risk & Opportunity Analysis: Perform sensitivity analyses and scenario modeling to assess risks, returns, and key investment drivers
Investment Structuring: Analyze and support structuring of joint ventures, partnerships, and capital stacks
Waterfall Modeling: Develop and analyze complex distribution waterfalls and promote structures
Investment Materials: Prepare investment memoranda and supporting materials, synthesizing market data and analysis into clear recommendations
Due Diligence: Support full lifecycle underwriting and diligence processes, coordinating with internal and external stakeholders (legal, tax, technical, etc.)
Portfolio Monitoring: Assist with ongoing reporting, valuation, and performance tracking of existing investments Qualifications
Bachelor’s degree required
1–4 years of relevant experience in investment banking, private equity, or real estate investing
Strong financial modeling and analytical skills, including experience with partnership structures and waterfalls
Exposure to multiple asset classes and investment structures
Proficiency in Excel and financial analysis Profile
Highly analytical with strong attention to detail
Entrepreneurial mindset with the ability to take initiative
Strong written and verbal communication skills
Collaborative team player who thrives in a fast-paced environment