Job Details

Our client, a Registered Investment Advisor (RIA), is seeking a Financial Investment Analyst with commercial Real Estate experience to join their office. This is an in-office role.

MUST HAVE PRIOR EXPERIENCE

The Analyst will play a central role in evaluating opportunities, conducting financial due diligence, and supporting portfolio management in the rapidly expanding field of litigation finance. This role provides direct exposure to private credit and alternative investments. This role will work closely with the executive leadership team, and the career path is to CIO!

KEY RESPONSIBILITIES

• Investment Analysis

  Evaluate potential litigation finance opportunities by assessing financial performance, damages models, and projected returns

  
  

• Due Diligence

  Review case files, financial records, and market data

  
  

• Financial Modeling

  Build and maintain cash flow models, ROI analyses, and scenario forecasts

  
  

• Market Research

  Track industry developments, financial market trends, and emerging opportunities within litigation finance

  
  

• Portfolio Monitoring

  Monitor ongoing investments, prepare performance reports, and support risk management

  
  

• Collaboration

  Work with law firms, claimants, and financial professionals to collect information and support negotiations

  
  

• Reporting

  Draft investment memoranda and recommendations

  
  

• Strategic Support

  Partner with leadership on cross-functional initiatives to align financial analysis with business objectives

  
  

SKILLS

• Education

  Bachelor's degree in Finance, Economics, Accounting, Business, or a related field (required). Advanced degree preferred

  
  

• Experience

  5 years minimum of experience in investment analysis, financial modeling, private credit, private equity, or related financial services role. Litigation, insurance, or commercial claims experience is a plus

  
  

• Financial Skills

  Strong proficiency in Microsoft Excel (financial modeling), financial statement review, and valuation techniques

  
  

• Analytical Skills

  Ability to synthesize financial and legal information into clear, actionable investment insights

  
  

• Work Style

  Highly organized, detail-oriented, and comfortable balancing multiple projects in a fast-paced environment.

  
  

• Mindset

  Entrepreneurial, motivated, and eager to grow within the litigation finance and alternative investments industry

  
  

Salary $80-$120k + commissions