Senior Investment Associate (Private Equity)

<div class="content-intro"><h3><strong>Intro description:</strong></h3> <p>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.</p></div><div><strong>Core Responsibilities:</strong></div> <ul data-list-tree="true" data-indent="0" data-border="0"> <li>Lead due diligence on acquisition targets and prepare clear, data-driven investment recommendations for senior leadership</li> <li>Build and maintain sophisticated Excel-based financial models to evaluate acquisition opportunities, including revenue synergies, cost optimization, and integration scenarios</li> <li>Prepare valuation analyses (DCF, comparable transactions, precedent MA), scenario modeling, and performance projections to support acquisition decisions and monitor portfolio performance</li> <li>Partner with the origination team to identify, evaluate, and execute on acquisition opportunities as part of our strategic roll-up initiative</li> <li>Lead deal structuring, negotiation support, and post-acquisition integration planning across multiple concurrent transactions</li> <li>Support cross-functional initiatives related to deal sourcing, underwriting, structuring, portfolio management, operations, technology, and marketing</li> </ul> <div><br><strong>Qualifications:</strong></div> <ul data-list-tree="true" data-indent="0" data-border="0"> <li>Bachelor's degree in finance, economics, business, or related field; advanced degree encouraged</li> <li>6+ years of investment banking, MA, or private equity experience, with direct involvement in executing transactions from sourcing through close</li> <li>Track record in buy-side MA with experience in roll-up strategies, consolidation plays, or multi-site acquisitions a plus</li> <li>Strong proficiency in financial statement analysis, advanced Excel-based financial modeling and enterprise valuation methodologies</li> <li>Highly analytical, detail-oriented, and comfortable owning independent deal workstreams in a fast-moving environment</li> <li>Strong written and verbal communication skills with ability to present complex analyses to technical and non-technical stakeholders</li> <li>Thrives in a fast-paced, entrepreneurial environment</li> </ul>