FP&A Analyst

Investment Associate Location: Nashville, TN Compensation: Up to $100,000 Base + Bonus Schedule: Hybrid (4 Days In Office) About the Opportunity A well-established private equity firm is seeking an Investment Associate to support portfolio monitoring, investment analysis, valuation activities, and fund reporting. This position offers broad exposure to investment decision-making, portfolio company performance, transaction support, and private market investing. The ideal candidate will have experience in private equity, venture capital, investment banking, valuation, transaction advisory, alternative investments, or a highly analytical finance role with strong financial modeling capabilities.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 2-5 years of relevant experience in:
• Private Equity
• Venture Capital
• Investment Banking
• Transaction Advisory Services
• Valuation Services
• Alternative Investments
• Corporate Development
• Investment Research
• Strong financial modeling and analytical skills.
• Experience with valuation methodologies including DCF and comparable company analysis preferred.
• Understanding of capital structures, investment performance metrics, and financial statements.
• Advanced Microsoft Excel skills.
• Strong communication and presentation abilities.

Preferred Qualifications

• CFA candidate or CFA designation.
• CPA certification.
• Experience with private market investments, portfolio analytics, or manager due diligence.
• Familiarity with investment research tools such as Capital IQ, Bloomberg, FactSet, PitchBook, Morningstar, or similar platforms.

What Makes This Opportunity Attractive

• Direct exposure to investment professionals and firm leadership.
• Opportunity to work across multiple industries and portfolio companies.
• Broad responsibility spanning valuations, portfolio monitoring, diligence, and reporting.
• Long-term career advancement opportunities within a growing investment platform.
• Competitive compensation package including bonus potential and comprehensive benefits.

Ideal Backgrounds

We are particularly interested in candidates coming from:

• Private Equity or Venture Capital firms
• Investment Banking Analyst programs
• Big 4 Deals / Transaction Advisory groups
• Valuation and Financial Advisory practices
• Asset Management and Alternative Investments
• Corporate Development teams
• Portfolio Analytics or Fund Finance functions

This is an excellent opportunity for an analytically driven finance professional seeking to build a long-term career in private equity and investment management.

Key Responsibilities

• Maintain and analyze portfolio company financial and operating data.
• Support quarterly and annual valuation processes.
• Perform financial modeling, scenario analysis, and investment return analysis.
• Assist with investment due diligence and transaction evaluation.
• Analyze capital structures and investment performance.
• Prepare investment committee, valuation committee, and investor reporting materials.
• Monitor portfolio performance and identify key trends, risks, and opportunities.
• Support fund reporting, portfolio analytics, and investment tracking activities.
• Maintain financial databases and reporting systems.
• Partner with senior leadership on strategic initiatives and special projects.