Investment Research Analyst - Client: Private Equity
Magic One
Investment Research Analyst - Client: Private Equity
DescriptionAbout the ClientA well-established luxury design firm based in Chicago's West Loop neighborhood, founded in 2015. While the company has built its reputation in the luxury design industry, this role will specifically support one of the co-owners who leads a separate investment initiative focused on software company acquisitions. Operating from their modern studio space, the company combines creative excellence with strategic business expansion. This role, while housed within the company's organizational structure, focuses entirely on the investment expansion initiatives.
\n\nWhy this role exists
This position is crucial for identifying and evaluating potential software company acquisition targets. The Investment Research Analyst will conduct comprehensive market research, analyze financial data, and help build relationships with potential sellers. This role supports the company's mission to facilitate successful business transitions while preserving company legacies and protecting employee interests.
The Impact you’ll makeMarket Research & Analysis \nResearch small software companies for potential acquisition\nAnalyze company financials and operational metrics\nCreate detailed company profiles and valuations\nDevelop financial models for potential acquisitions\nData Management & Reporting \nMaintain and update Notion database with company information\nCreate comprehensive financial presentations\nGenerate detailed reports on revenue and profitability\nAnalyze employee structure and operational costs\nRelationship Building \nDiscuss founder legacy preservation\nAddress employee protection concerns\nOutline post-buyout relationships\nBuild trust with potential sellers\nFinancial Analysis & Validation \nConduct thorough financial validation\nDevelop detailed business valuations\nPerform due diligence assessments\nCreate financial modeling presentations\nProspect Communication \nDevelop personalized email marketing sequences\nConduct outreach to company owners/founders\nDiscuss potential buyout opportunities\nBuild relationships with key decision-makers\n
Skills, Knowledge and ExpertiseRequired:\nBackground in investment banking or private equity\nBig Four consulting experience preferred\nTransaction management expertise\nFinancial modeling and validation experience\nStrong market research capabilities\nBusiness valuation and due diligence experience\nData analysis and presentation skills\nWFH Set-Up:\nComputer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.\nInternet speed of at least 40MBPS\nHeadset with an extended mic that has noise cancellation and a webcam\nBack-up computer and internet connection\nQuiet, dedicated workspace at home\n\n\nYour Superpowers:\n
Technical Skills:\nAdvanced financial modeling\nFinancial data validation\nData visualization expertise\nNotion database management\nEmail marketing automation\nAdvanced Excel/MS Office\nFinancial presentation creation\nSoft Skills:\nAnalytical thinking\nStrategic communication\nRelationship building\nDetail orientation\nBusiness acumen\nNegotiation skills\nDiscretion and confidentiality\nYou should apply if… \nYou have investment banking or PE experience\nYou're experienced in business valuation\nYou enjoy detailed financial analysis\nYou're skilled at relationship-building\nYou have strong research capabilities\nYou're comfortable with cold calling\nYou understand M&A processes\n\nWhat to expect...
\nWork Setup:\nRemote position\nMust have a reliable internet connection and a quiet workspace\nRequired to provide own computer with Intel Core i5 or something similar or higher operating system\nWorking Hours:\nMonday to Friday, 9 AM to 6 PM CST (Central Standard Time)\nInitial Phase: Full-time (40 hours/week) for market research\nSecond Phase: Transition to 20 hours/week\nCompensation:\n$5 per hour\nNo benefits package included\n
Benefits
Department: Boutique Client
Employment Type: Full Time
Location: Global+
Reporting To: Client via Magic
Compensation: $5.00 / hour
DescriptionAbout the ClientA well-established luxury design firm based in Chicago's West Loop neighborhood, founded in 2015. While the company has built its reputation in the luxury design industry, this role will specifically support one of the co-owners who leads a separate investment initiative focused on software company acquisitions. Operating from their modern studio space, the company combines creative excellence with strategic business expansion. This role, while housed within the company's organizational structure, focuses entirely on the investment expansion initiatives.
\n\nWhy this role exists
This position is crucial for identifying and evaluating potential software company acquisition targets. The Investment Research Analyst will conduct comprehensive market research, analyze financial data, and help build relationships with potential sellers. This role supports the company's mission to facilitate successful business transitions while preserving company legacies and protecting employee interests.
The Impact you’ll makeMarket Research & Analysis \nResearch small software companies for potential acquisition\nAnalyze company financials and operational metrics\nCreate detailed company profiles and valuations\nDevelop financial models for potential acquisitions\nData Management & Reporting \nMaintain and update Notion database with company information\nCreate comprehensive financial presentations\nGenerate detailed reports on revenue and profitability\nAnalyze employee structure and operational costs\nRelationship Building \nDiscuss founder legacy preservation\nAddress employee protection concerns\nOutline post-buyout relationships\nBuild trust with potential sellers\nFinancial Analysis & Validation \nConduct thorough financial validation\nDevelop detailed business valuations\nPerform due diligence assessments\nCreate financial modeling presentations\nProspect Communication \nDevelop personalized email marketing sequences\nConduct outreach to company owners/founders\nDiscuss potential buyout opportunities\nBuild relationships with key decision-makers\n
Skills, Knowledge and ExpertiseRequired:\nBackground in investment banking or private equity\nBig Four consulting experience preferred\nTransaction management expertise\nFinancial modeling and validation experience\nStrong market research capabilities\nBusiness valuation and due diligence experience\nData analysis and presentation skills\nWFH Set-Up:\nComputer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.\nInternet speed of at least 40MBPS\nHeadset with an extended mic that has noise cancellation and a webcam\nBack-up computer and internet connection\nQuiet, dedicated workspace at home\n\n\nYour Superpowers:\n
Technical Skills:\nAdvanced financial modeling\nFinancial data validation\nData visualization expertise\nNotion database management\nEmail marketing automation\nAdvanced Excel/MS Office\nFinancial presentation creation\nSoft Skills:\nAnalytical thinking\nStrategic communication\nRelationship building\nDetail orientation\nBusiness acumen\nNegotiation skills\nDiscretion and confidentiality\nYou should apply if… \nYou have investment banking or PE experience\nYou're experienced in business valuation\nYou enjoy detailed financial analysis\nYou're skilled at relationship-building\nYou have strong research capabilities\nYou're comfortable with cold calling\nYou understand M&A processes\n\nWhat to expect...
\nWork Setup:\nRemote position\nMust have a reliable internet connection and a quiet workspace\nRequired to provide own computer with Intel Core i5 or something similar or higher operating system\nWorking Hours:\nMonday to Friday, 9 AM to 6 PM CST (Central Standard Time)\nInitial Phase: Full-time (40 hours/week) for market research\nSecond Phase: Transition to 20 hours/week\nCompensation:\n$5 per hour\nNo benefits package included\n
Benefits
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