Investment Associate, Investment Analyst

Atentus LLC   Tulsa, OK   Full-time     Finance Work Remote
Posted on May 21, 2023

Investment Associate-Do deal sourcing/due diligence for potential investments. Conduct quantitative/financial analysis, incl building bottoms-up financial models. Support all elements of investment process, incl investment committee memo creation & coordination w/service providers. Support portcos across functional areas like strategy/finance/ops/hiring. Develop investment theses for targeted thematic areas & contribute to internal research using Pitchbooks & thought leadership. Rep company w/external market participants/events. Reqs: 2 yrs exp & Bachelors Accounting or Finance.


Investment Analyst-Source/evaluate/perform due diligence & create investment memos for potential investment opps. Use predictive modeling to analyze/research using Pitchbooks. Manage onboarding of new portcos thru 90 day process & establish scheduled comms/support processes w/portcos. Ttrack/report on key KPIs & metrics. Do strategic tracking of portfolio values. Provide commlinks between investment team & portcos. Manage data using Affinity CRM platform. Reqs: 2 yrs exp.Must know Affinity CRM.


Resumes to: J. Nelms, Atentus LLC, 109 N Detroit Ave, Tulsa, OK 74120.

Atentus LLC

Tulsa , OK