Senior Investment Associate (Private Equity)

Posted:
2/23/2026, 6:34:24 AM

Experience Level(s):
Senior

Field(s):
Finance & Banking

Workplace Type:
Remote

Intro description:

Legalist is a tech-enabled alternative asset manager that uses proprietary data-driven origination to invest in uncorrelated legal and government-payment assets. Founded out of Y Combinator in 2016, Legalist manages over $1.7 billion for endowments, foundations, and family offices.

Core Responsibilities:
  • Lead due diligence on acquisition targets and prepare clear, data-driven investment recommendations for senior leadership
  • Build and maintain sophisticated Excel-based financial models to evaluate acquisition opportunities, including revenue synergies, cost optimization, and integration scenarios
  • Prepare valuation analyses (DCF, comparable transactions, precedent M&A), scenario modeling, and performance projections to support acquisition decisions and monitor portfolio performance
  • Partner with the origination team to identify, evaluate, and execute on acquisition opportunities as part of our strategic roll-up initiative
  • Lead deal structuring, negotiation support, and post-acquisition integration planning across multiple concurrent transactions
  • Support cross-functional initiatives related to deal sourcing, underwriting, structuring, portfolio management, operations, technology, and marketing

Qualifications:
  • Bachelor's degree in finance, economics, business, or related field; advanced degree encouraged
  • 6+ years of investment banking, M&A, or private equity experience, with direct involvement in executing transactions from sourcing through close
  • Track record in buy-side M&A with experience in roll-up strategies, consolidation plays, or multi-site acquisitions a plus
  • Strong proficiency in financial statement analysis, advanced Excel-based financial modeling and enterprise valuation methodologies
  • Highly analytical, detail-oriented, and comfortable owning independent deal workstreams in a fast-moving environment
  • Strong written and verbal communication skills with ability to present complex analyses to technical and non-technical stakeholders
  • Thrives in a fast-paced, entrepreneurial environment

Legalist Inc

Website: https://www.legalist.com/

Headquarter Location: San Francisco, California, United States

Employee Count: 11-50

Year Founded: 2016

IPO Status: Private

Last Funding Type: Venture - Series Unknown

Industries: Financial Services

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