Investment Analyst – Private Markets - (HR31782)
Location: Remote (EST Time Zone)
Salary Range: 2700 to 3200 USD
Work Schedule: Monday - Friday, 9:00 AM to 5:00 PM (EST)
NOTE: INDEPENDENT CONTRACTOR POSITION
Company overview:
Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses, connecting candidates from vibrant regions like Latin America, the Philippines, India, Pakistan, Bangladesh, and Africa with leading American companies. Sagan provides a high-performance remote work environment, ensuring access to world-class opportunities for top-tier professionals.
About the company:
Sagan represents a dynamic private equity group operating in the U.S. lower middle market. The team is highly entrepreneurial and lean, and they value rigorous analysis, clear communication, and the ability to operate independently in a fast-paced, remote environment.
Position overview:
The Investment Analyst will play a core role in evaluating investment opportunities, with a primary focus on building models and preparing investment materials. This position is ideal for someone with a strong analytical foundation in finance who’s excited to contribute across all phases of the investment lifecycle in a hands-on, high-expectations environment.
Key responsibilities:
* Build financial models from scratch (LBO, DCF, merger, ROIC, working capital).
* Draft investment memos, lender presentations, and LP co-invest decks.
* Conduct market and competitor research using tools like IBISWorld, Capital IQ, and Statista.
* Support diligence workstreams as needed, including document requests and data room management.
* Assist with post-close portfolio tracking and value-creation initiatives.
Qualifications:
* 2–4 years of experience in investment banking, transaction advisory, private equity, or top-tier strategy consulting.
* Advanced Excel modeling skills, with a demonstrated ability to build complex models independently.
* Strong PowerPoint/Google Slides skills with an eye for clear, professional storytelling.
* Familiarity with debt financing structures, cap tables, and US middle-market deal terms.
* Excellent English communication, written and verbal, with the ability to synthesize complex data.
Nice-to-haves:
* Experience using Capital IQ, PitchBook, or similar finance databases.
* Exposure to commercial market research tools like IBISWorld or Statista.
* Familiarity with data-room platforms (Dropbox, Google Drive, Box).
* AI fluency (e.g., ChatGPT) for faster content drafting and research tasks.
