Investment Analyst
Stagwell
New York, NYFresher1h agovia LinkedIn
About the Role
Stagwell is seeking an Investment Analyst to join its Investment & Strategy team. The Analyst will support new investment execution, M&A diligence, and internal strategic consulting across the network.
Key Responsibilities
- Build, maintain, and stress-test financial models (three-statement, DCF, comparable company, precedent transaction, and accretion/dilution) to evaluate potential investments and acquisitions
- Perform financial analysis including metric benchmarking, capital structure analysis, and valuation of target companies
- Gather and synthesize financial and operating information about companies and industries to support Investment Committee decision-making
- Prepare investment memoranda, pitch materials, and recommendations for presentation to the Investment Committee
- Lead day-to-day diligence workstreams across financial, legal, and operational areas for M&A transactions and internal restructuring
- Review and help negotiate transaction documents, including letters of intent, purchase agreements, and other legal materials, in coordination with outside counsel
- Source, screen, and track new investment opportunities across the marketing and communications landscape
- Conduct primary market, industry, and competitor research to inform deal theses and broader network strategy
- Maintain and update data room materials and internal deal databases leveraged by senior leadership and deal teams
Requirements & Tech Stack
- Advanced proficiency in Excel and PowerPoint
- Comfort building financial models from scratch under tight timelines
- Working knowledge of deal structures, valuation methodologies, and basic corporate legal documents
- Strong written and verbal communication skills, with the ability to distill complex analysis into clear recommendations for senior stakeholders
- Highly detail-oriented and structured, with the ability to manage multiple workstreams simultaneously in a fast-paced, minimal-supervision environment
Qualifications
- Bachelor's degree, ideally in finance, economics, accounting, or a related quantitative field, from a strong academic program
- 0–1 years of experience in investment banking, private equity, corporate development, or a related analytical role; strong academic finance/accounting coursework considered in lieu of full-time experience