Remote Investment Analyst Jobs

Senior Investment Analyst (M&A Focus) Modeling a Must Have Prefer Experience in Smaller Organizations Location: Texas (Remote) or CT/EST Only Reports To: CFO / Director of Strategic Growth Our client a growing Boutique P/E backed wealth management firm is seeking a highly motivated and detail-oriented Senior Investment Financial Analyst to join their team. This role is ideal for someone with strong financial modeling expertise and a passion for driving both organic and M&A-driven growth in a fast-paced environment. The Senior Investment Analyst will work closely with senior leadership to provide financial insights support acquisition diligence and help scale the business during a period of rapid expansion. This position offers direct visibility with executives investors and the Board —a unique opportunity to influence decision-making at one of the most dynamic wealth management platforms in the country. Key Responsibilities Financial Planning & Analysis: Build and maintain annual budgets multi-year forecasts and scenario models to assess growth and profitability. Evaluate the impact of AUM growth client flows and strategic initiatives on EBITDA cash flow and leverage. M&A and Inorganic Growth Support: Partner with Finance and Corporate Development to evaluate acquisitions advisor lift-outs and tuck-ins. Develop financial models to quantify synergies integration costs and long-term return profiles. Support due diligence and deal execution alongside leadership and investors. Performance & Profitability Analysis: Track and analyze advisor productivity client acquisition costs and revenue per AUM to identify trends and growth opportunities. Provide actionable recommendations to improve profitability optimize compensation structures and enhance ROI on strategic initiatives. Board & Investor Materials: Prepare financial reporting packages board decks and private equity updates. Summarize performance risks and opportunities in clear executive-ready presentations. Qualifications Bachelor’s degree in Finance Economics Accounting or related field MBA or CFA a plus. 5+ years of experience in FP&A investment banking corporate finance or private equity–backed portfolio companies Required. Proven expertise in advanced financial modeling (valuation synergy modeling scenario analysis). Strong grasp of corporate finance and accounting fundamentals with the ability to connect P&L balance sheet and cash flow. Advanced Excel / Google Sheets and some PowerPoint proficiency required. Familiarity with ERP CRM and wealth management platforms (Redtail Orion Salesforce Black Diamond) is a plus.

looking for a Financial and Investment Analysts to write review and validate prompt-based questions designed to train AI. Your expertise in financial modeling investment research portfolio analysis and market trends will ensure each prompt and response is analytically rigorous compliant and aligned with professional finance standards. We welcome professionals from asset management equity research investment banking or corporate finance to help build AI training material that reflects how analysts evaluate risk value assets and make informed recommendations. MUST-DO... copy and paste the referral link to access the platform register and upload your resume then do the AI-led interview(non-negotiable!) Thanks. https://work.mercor.com/jobs/listAAABmFF1sNL5pIAMhf1HXLaY?referralCode=9df2a9e1-2f06-11ef-ae42-42010a400fc4&utmsource=referral&utmmedium=share&utmcampaign=jobreferral You are a good fit if you: Have Internship Experience as financial or investment analysts in organisations like a bank (Bank of America JPMC Morgan Stanley) hedge fund private equity firm or asset/investment manager (Fidelity Vanguard State Street). Have a bachelor's degree in finance economics or a related field from a Top 30 Undergrad Institutes Are currently based in the U.S. Canada UK Have a strong background in Python. Demonstrate excellent verbal and written communication skills Have strong attention to details Preferred Qualification Proficiency with Excel Bloomberg Capital IQ Python or R for modeling and analysis is encouraged Role Highlights Flexible workload: 10–20 hours per week with potential to increase to 40 hours. Fully remote and asynchronous—work on your own schedule. Minimum duration: 1–2 months with potential for extension. Role Start Date This role will begin in mid to late-August with applications reviewed on a rolling basis. Job Types: Contract Temporary Pay: $45.00 - $55.00 per hour Expected hours: 1 – 20 per week Work Location: Remote

looking for a Financial and Investment Analysts to write review and validate prompt-based questions designed to train AI. Your expertise in financial modeling investment research portfolio analysis and market trends will ensure each prompt and response is analytically rigorous compliant and aligned with professional finance standards. We welcome professionals from asset management equity research investment banking or corporate finance to help build AI training material that reflects how analysts evaluate risk value assets and make informed recommendations. MUST-DO... copy and paste the referral link to access the platform register and upload your resume then do the AI-led interview(non-negotiable!) Thanks. https://work.mercor.com/jobs/listAAABmFF1sNL5pIAMhf1HXLaY?referralCode=9df2a9e1-2f06-11ef-ae42-42010a400fc4&utmsource=referral&utmmedium=share&utmcampaign=jobreferral You are a good fit if you: Have Internship Experience as financial or investment analysts in organisations like a bank (Bank of America JPMC Morgan Stanley) hedge fund private equity firm or asset/investment manager (Fidelity Vanguard State Street). Have a bachelor's degree in finance economics or a related field from a Top 30 Undergrad Institutes Are currently based in the U.S. Canada UK Have a strong background in Python. Demonstrate excellent verbal and written communication skills Have strong attention to details Preferred Qualification Proficiency with Excel Bloomberg Capital IQ Python or R for modeling and analysis is encouraged Role Highlights Flexible workload: 10–20 hours per week with potential to increase to 40 hours. Fully remote and asynchronous—work on your own schedule. Minimum duration: 1–2 months with potential for extension. Role Start Date This role will begin in mid to late-August with applications reviewed on a rolling basis. Job Types: Contract Temporary Pay: $45.00 - $55.00 per hour Expected hours: 1 – 20 per week Work Location: Remote

MergersCorp is a globally recognized advisory firm specializing in Investment Banking cross-border Mergers and Acquisitions (M&A) and corporate finance solutions. We provide comprehensive investment banking services to lower-middle and middle-market businesses ranging from deal origination and financial modeling to expert deal execution. Our team of over 110 professionals across 23 countries includes seasoned M&A advisors investment banking professionals white-collar lawyers business brokers and operating executives. With a portfolio of M&A sell-side mandates worth over $10 billion USD we offer unparalleled client support and guidance backed by hundreds of successful transactions. Role Description This is a contract role for a Junior Analyst within our M&A Investment Banking team with an added component of personal assistant support to senior staff. The successful candidate will be instrumental in supporting various facets of our deal processes while also providing crucial administrative and organizational assistance to our senior leadership. As an M&A Investment Banking - Junior Analyst your core responsibilities will include: Supporting deal origination efforts including market research and target identification. Performing financial modeling to evaluate potential transactions and build robust financial projections. Conducting due diligence gathering and analyzing critical information to assess investment opportunities. Assisting with valuations and accounting tasks related to M&A transactions. Preparing presentations reports and other deal-related materials. In your capacity as a Personal Assistant to senior staff you will also be responsible for: Managing complex calendars and scheduling appointments for senior team members ensuring optimal time management. Coordinating travel arrangements including flights accommodations and ground transportation. Organizing and maintaining confidential documents and files. Assisting with expense reporting and reconciliation. Providing general administrative support such as drafting correspondence and preparing meeting materials. Qualifications: Strong Analytical Skills with a proven ability to interpret complex data and draw insightful conclusions. Solid foundation in Finance and Accounting knowledge. Proficiency in financial modeling and related tools (e.g. Excel financial databases). Exceptional organizational and time management skills with a keen eye for detail. Ability to work independently and in a team-oriented environment demonstrating proactivity and excellent communication. A Bachelor's degree in Finance Accounting Economics or a related field is preferred. Previous experience in investment banking or M&A is a plus as is prior experience in an administrative or personal assistant role. Job Types: Full-time New-Grad Pay: 34.74914€ - 99.27463€ per year Work Location: Remote

MergersCorp is a globally recognized advisory firm specializing in Investment Banking cross-border Mergers and Acquisitions (M&A) and corporate finance solutions. We provide comprehensive investment banking services to lower-middle and middle-market businesses ranging from deal origination and financial modeling to expert deal execution. Our team of over 110 professionals across 23 countries includes seasoned M&A advisors investment banking professionals white-collar lawyers business brokers and operating executives. With a portfolio of M&A sell-side mandates worth over $10 billion USD we offer unparalleled client support and guidance backed by hundreds of successful transactions. Role Description This is a contract role for a Junior Analyst within our M&A Investment Banking team with an added component of personal assistant support to senior staff. The successful candidate will be instrumental in supporting various facets of our deal processes while also providing crucial administrative and organizational assistance to our senior leadership. As an M&A Investment Banking - Junior Analyst your core responsibilities will include: Supporting deal origination efforts including market research and target identification. Performing financial modeling to evaluate potential transactions and build robust financial projections. Conducting due diligence gathering and analyzing critical information to assess investment opportunities. Assisting with valuations and accounting tasks related to M&A transactions. Preparing presentations reports and other deal-related materials. In your capacity as a Personal Assistant to senior staff you will also be responsible for: Managing complex calendars and scheduling appointments for senior team members ensuring optimal time management. Coordinating travel arrangements including flights accommodations and ground transportation. Organizing and maintaining confidential documents and files. Assisting with expense reporting and reconciliation. Providing general administrative support such as drafting correspondence and preparing meeting materials. Qualifications: Strong Analytical Skills with a proven ability to interpret complex data and draw insightful conclusions. Solid foundation in Finance and Accounting knowledge. Proficiency in financial modeling and related tools (e.g. Excel financial databases). Exceptional organizational and time management skills with a keen eye for detail. Ability to work independently and in a team-oriented environment demonstrating proactivity and excellent communication. A Bachelor's degree in Finance Accounting Economics or a related field is preferred. Previous experience in investment banking or M&A is a plus as is prior experience in an administrative or personal assistant role. Job Types: Full-time Freelance Graduate Additional pay: Bonus scheme Commission pay Loyalty bonus Performance bonus Safety bonus Yearly bonus Benefits: Language training provided Profit sharing Work from home Schedule: Flexitime Work Location: Remote

Location: Remote (must overlap with Pacific/Mountain Time) Industry: Real Estate Investment & Development Schedule: Full‑time Start Date: Immediate About the Role: We’re seeking a detail‑oriented Senior Analyst to lead underwriting financial modeling and investment analysis for acquisition and development projects. You’ll work closely with the Founder to source deals build multi‑scenario models and support capital‑raising initiatives. Job Description: Key Responsibilities Acquisition Underwriting: Develop and maintain detailed financial models (multi‑scenario dynamic investor‑facing) underwrite acquisition renovation lease‑up and disposition strategies run DSCR IRR equity multiple sensitivity and breakeven analyses. Market Research & Comps: Research submarket trends comparable rents/sales demographics and policy factors synthesize findings into memos and deal packages. Due Diligence & Transaction Support: Assist with LOIs PSAs and closings through underwriting document review and data analysis coordinate with brokers lenders attorneys and consultants review environmental title and zoning reports. Capital Raising Support: Help prepare pitch decks data rooms and investor memos respond to investor queries on underwriting assumptions maintain databases of historical and pipeline deal metrics. Requirements: 5–7+ years in real estate finance (development acquisitions underwriting or private equity) Advanced financial modeling skills in Excel or Google Sheets Proven track record underwriting value‑add adaptive reuse or infill housing projects Deep understanding of capital stacks waterfalls IRR modeling and debt scenarios Ability to interpret deal docs leases zoning reports and lender term sheets Strong written and verbal communication Comfortable in an entrepreneurial fast‑paced environment Alignment with mission‑driven affordable‑housing development Benefits: Performance‑based bonuses tied to deals closed or capital raised Potential equity participation in promote structures or co‑investment Fully remote with required Pacific/Mountain Time overlap Direct mentorship from Founder and leadership exposure

Location: Remote (must overlap with Pacific/Mountain Time) Industry: Real Estate Investment & Development Schedule: Full‑time Start Date: Immediate About the Role: We’re seeking a detail‑oriented Senior Analyst to lead underwriting financial modeling and investment analysis for acquisition and development projects. You’ll work closely with the Founder to source deals build multi‑scenario models and support capital‑raising initiatives. Job Description: Key Responsibilities Acquisition Underwriting: Develop and maintain detailed financial models (multi‑scenario dynamic investor‑facing) underwrite acquisition renovation lease‑up and disposition strategies run DSCR IRR equity multiple sensitivity and breakeven analyses. Market Research & Comps: Research submarket trends comparable rents/sales demographics and policy factors synthesize findings into memos and deal packages. Due Diligence & Transaction Support: Assist with LOIs PSAs and closings through underwriting document review and data analysis coordinate with brokers lenders attorneys and consultants review environmental title and zoning reports. Capital Raising Support: Help prepare pitch decks data rooms and investor memos respond to investor queries on underwriting assumptions maintain databases of historical and pipeline deal metrics. Requirements: 5–7+ years in real estate finance (development acquisitions underwriting or private equity) Advanced financial modeling skills in Excel or Google Sheets Proven track record underwriting value‑add adaptive reuse or infill housing projects Deep understanding of capital stacks waterfalls IRR modeling and debt scenarios Ability to interpret deal docs leases zoning reports and lender term sheets Strong written and verbal communication Comfortable in an entrepreneurial fast‑paced environment Alignment with mission‑driven affordable‑housing development Benefits: Performance‑based bonuses tied to deals closed or capital raised Potential equity participation in promote structures or co‑investment Fully remote with required Pacific/Mountain Time overlap Direct mentorship from Founder and leadership exposure

Location: Remote (must overlap with Pacific/Mountain Time) Industry: Real Estate Investment & Development Schedule: Full‑time Start Date: Immediate About the Role: We’re seeking a detail‑oriented Senior Analyst to lead underwriting financial modeling and investment analysis for acquisition and development projects. You’ll work closely with the Founder to source deals build multi‑scenario models and support capital‑raising initiatives. Job Description: Key Responsibilities Acquisition Underwriting: Develop and maintain detailed financial models (multi‑scenario dynamic investor‑facing) underwrite acquisition renovation lease‑up and disposition strategies run DSCR IRR equity multiple sensitivity and breakeven analyses. Market Research & Comps: Research submarket trends comparable rents/sales demographics and policy factors synthesize findings into memos and deal packages. Due Diligence & Transaction Support: Assist with LOIs PSAs and closings through underwriting document review and data analysis coordinate with brokers lenders attorneys and consultants review environmental title and zoning reports. Capital Raising Support: Help prepare pitch decks data rooms and investor memos respond to investor queries on underwriting assumptions maintain databases of historical and pipeline deal metrics. Requirements: 5–7+ years in real estate finance (development acquisitions underwriting or private equity) Advanced financial modeling skills in Excel or Google Sheets Proven track record underwriting value‑add adaptive reuse or infill housing projects Deep understanding of capital stacks waterfalls IRR modeling and debt scenarios Ability to interpret deal docs leases zoning reports and lender term sheets Strong written and verbal communication Comfortable in an entrepreneurial fast‑paced environment Alignment with mission‑driven affordable‑housing development Benefits: Performance‑based bonuses tied to deals closed or capital raised Potential equity participation in promote structures or co‑investment Fully remote with required Pacific/Mountain Time overlap Direct mentorship from Founder and leadership exposure

Location: Remote (must overlap with Pacific/Mountain Time) Industry: Real Estate Investment & Development Schedule: Full‑time Start Date: Immediate About the Role: We’re seeking a detail‑oriented Senior Analyst to lead underwriting financial modeling and investment analysis for acquisition and development projects. You’ll work closely with the Founder to source deals build multi‑scenario models and support capital‑raising initiatives. Job Description: Key Responsibilities Acquisition Underwriting: Develop and maintain detailed financial models (multi‑scenario dynamic investor‑facing) underwrite acquisition renovation lease‑up and disposition strategies run DSCR IRR equity multiple sensitivity and breakeven analyses. Market Research & Comps: Research submarket trends comparable rents/sales demographics and policy factors synthesize findings into memos and deal packages. Due Diligence & Transaction Support: Assist with LOIs PSAs and closings through underwriting document review and data analysis coordinate with brokers lenders attorneys and consultants review environmental title and zoning reports. Capital Raising Support: Help prepare pitch decks data rooms and investor memos respond to investor queries on underwriting assumptions maintain databases of historical and pipeline deal metrics. Requirements: 5–7+ years in real estate finance (development acquisitions underwriting or private equity) Advanced financial modeling skills in Excel or Google Sheets Proven track record underwriting value‑add adaptive reuse or infill housing projects Deep understanding of capital stacks waterfalls IRR modeling and debt scenarios Ability to interpret deal docs leases zoning reports and lender term sheets Strong written and verbal communication Comfortable in an entrepreneurial fast‑paced environment Alignment with mission‑driven affordable‑housing development Benefits: Performance‑based bonuses tied to deals closed or capital raised Potential equity participation in promote structures or co‑investment Fully remote with required Pacific/Mountain Time overlap Direct mentorship from Founder and leadership exposure

Location: Remote (must overlap with Pacific/Mountain Time) Industry: Real Estate Investment & Development Schedule: Full‑time Start Date: Immediate About the Role: We’re seeking a detail‑oriented Senior Analyst to lead underwriting financial modeling and investment analysis for acquisition and development projects. You’ll work closely with the Founder to source deals build multi‑scenario models and support capital‑raising initiatives. Job Description: Key Responsibilities Acquisition Underwriting: Develop and maintain detailed financial models (multi‑scenario dynamic investor‑facing) underwrite acquisition renovation lease‑up and disposition strategies run DSCR IRR equity multiple sensitivity and breakeven analyses. Market Research & Comps: Research submarket trends comparable rents/sales demographics and policy factors synthesize findings into memos and deal packages. Due Diligence & Transaction Support: Assist with LOIs PSAs and closings through underwriting document review and data analysis coordinate with brokers lenders attorneys and consultants review environmental title and zoning reports. Capital Raising Support: Help prepare pitch decks data rooms and investor memos respond to investor queries on underwriting assumptions maintain databases of historical and pipeline deal metrics. Requirements: 5–7+ years in real estate finance (development acquisitions underwriting or private equity) Advanced financial modeling skills in Excel or Google Sheets Proven track record underwriting value‑add adaptive reuse or infill housing projects Deep understanding of capital stacks waterfalls IRR modeling and debt scenarios Ability to interpret deal docs leases zoning reports and lender term sheets Strong written and verbal communication Comfortable in an entrepreneurial fast‑paced environment Alignment with mission‑driven affordable‑housing development Benefits: Performance‑based bonuses tied to deals closed or capital raised Potential equity participation in promote structures or co‑investment Fully remote with required Pacific/Mountain Time overlap Direct mentorship from Founder and leadership exposure