Investment Associate

Gratia, Inc.

Job Overview

Location

CEE

Job Type

Contract

Full Job Description

📋 Description

• Serve as a critical engine for transaction execution and deal flow management across M&A, private equity, and private credit opportunities at Gratia, Inc.
• Manage end-to-end diligence processes including coordination with external legal, tax, and accounting advisors and oversight of Virtual Data Rooms (VDR) to ensure timely and accurate deal progression.
• Review Quality of Earnings (QofE) reports and commercial due diligence materials to identify material deal-breakers, valuation adjustments, and operational risks.
• Build driver-based 3-statement financial models (P&L, Balance Sheet, Cash Flow) from scratch for multi-year projections, ensuring production-ready precision with minimal oversight.
• Design and execute scenario analyses and sensitivity tests to quantify downside risk and upside potential across investment opportunities.
• Perform rigorous valuation analyses using DCF, comparable company analysis, and precedent transaction methodologies to support investment decisions.
• Transform raw, unstructured operational data from target companies into structured, logical financial and operational insights that inform market entry or fundraising strategies.
• Collaborate with high-performing specialists and clients including Apollo, Endeavor, New York Life, Gannett, and Portrait Analytics on mission-critical, real-world engagements.
• Maintain clear documentation of all modeling assumptions, logic flows, and key inputs to enable transparent communication with non-technical stakeholders.
• Operate as an independent professional with autonomy to choose projects aligned with expertise and availability, while benefiting from a curated apprenticeship pathway to advance from execution to leadership.
• Contribute to a remote-first, globally distributed network of experienced professionals who deliver high-impact results without theoretical exercises.
• Work within a flexible, freelance or part-time/full-time engagement model that rewards expertise with tailored compensation and direct access to top-tier global clients.
• Engage in a high-trust environment focused on rigorous execution, where an 88.2 Net Promoter Score reflects consistent delivery of tangible outcomes.
• Develop portfolio breadth by working across industries on complex, hands-on transactions that emphasize real operational impact over advisory speculation.
• Participate in a community of top-tier specialists who collaborate across disciplines to solve tangible business challenges for leading organizations.

🎯 Requirements

• 3–5 years of professional experience in financial modeling and transaction execution, typically within investment banking, private equity, private credit, or corporate development
• Expert-level proficiency in Excel including 3-statement integration, DCF modeling, data tables, and advanced simulations with ability to produce production-ready models requiring minimal oversight
• Foundational understanding of transaction legal documentation, closing mechanics, and nuances of equity vs. debt asset classes
• Ability to interpret qualitative business narratives and identify operational risks beyond financial metrics
• Exceptional ability to clearly document assumptions and explain complex model logic to non-technical stakeholders
• Capacity to independently manage multiple deal streams, timelines, and external advisor coordination in a remote, freelance environment

🏖️ Benefits

• Flexible, remote-first engagement with part-time or full-time options
• Tailored compensation based on individual expertise and performance
• Direct access to high-profile clients including Apollo, Endeavor, New York Life, Gannett, and Portrait Analytics
• Structured apprenticeship pathway to transition from execution to leadership through real-world deal experience

Skills & Technologies

Junior

Remote

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Gratia, Inc.

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About Gratia, Inc.

Gratia empowers businesses with AI-powered, vetted analysts to accelerate critical business functions like financial modeling, market research, and strategy development. They serve a diverse clientele, including prominent companies like Gannett and Portrait, by providing on-demand expertise for projects requiring deep analytical insights. Gratia emphasizes seamless integration and transparent progress tracking, enabling clients to achieve immediate results without the overhead of traditional hiring. With over 270 projects and an 88.2 NPS score, Gratia demonstrates a strong track record in delivering high-quality, data-driven outcomes, backed by a talent pool that represents the top 5% of applicants.

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