Senior Investment Analyst

Title: Senior Analyst

Location: Denver, Colorado

Reporting To: Investment Principal

Job Classification: Full-time; Exempt

Salary: $110,000 - $150,000

Overview

CB partners is partnering with a mission-driven social impact organization that deploys capital to remove barriers and empower individuals to live a life of purpose, belonging, and well-being. The organization takes a multi-strategy approach, leveraging investments, partnerships, and grantmaking to support initiatives that provide individuals the opportunity to achieve their full potential.

This is a unique opportunity to join a collaborative, impact-oriented investment team where you will work across a diverse portfolio of direct investments, fund commitments, and strategic initiatives.

The ideal candidate brings strong analytical and research capabilities, clear investment writing skills, and an interest in deploying capital with discipline in opportunities that strengthen human capital and help individuals reach their full potential. Financial rigor, sound investment judgment, and private company/fund investment experience are a must for success in this role.

Responsibilities

The Senior Analyst is a hands-on investing role engaged throughout due diligence, execution, portfolio monitoring, and ongoing analytics across a dynamic portfolio of fund commitments, direct investments, and project development opportunities. This position works closely with and reports to the Investment Principal.

The role requires a blend of traditional financial expertise, strong financial analytical capability, systematic approach to due diligence and portfolio monitoring, genuine curiosity regarding the sectors, contexts, and business models in which the fund is prioritizing, and a deep commitment to impact outcomes.

Key responsibilities will include

Pipeline Development and Support

• Support assessment of early-stage opportunities for business model quality and risk considerations
• Maintain relationships with intermediaries (including fund managers) and co-investors to strengthen deal flow.
• Track pipeline activity and surface insights on deal flow quality, pacing, and emerging themes

Research and Due Diligence

• Undertake financial, market, and impact due diligence for assigned investments, coordinating inputs from internal partners and third-party advisors.
• Refresh landscape analyses to understand current contexts in which investments are being considered.
• Evaluate business models, competitive dynamics, management teams, and key risks, forming and documenting investment viewpoints.
• Synthesize and present diligence findings to support clear investment recommendations.

Financial Analysis and Modeling

• Build, maintain, and refine financial models to evaluate prospective investments, including downside scenarios, capital needs, and return profiles.
• Analyze unit economics, cash flow dynamics, valuation, and deal structures across private asset classes.
• Apply financial analysis to ongoing monitoring of individual investments and the portfolio.

Support Transaction Execution, Structuring, and Committee Review

• Prepare and present materials for decision-making review, manage post-decision diligence, and track closing conditions.
• Review and assess legal and economic terms to ensure alignment with investment intent and risk assessment.
• Support transaction execution, including term sheet development, deal structuring, and coordination with legal counsel and external advisors.

Portfolio Monitoring, Reporting, and Relationship Management

• Work with Investment Principal to maintain ongoing engagement with investees and fund managers.
• Monitor and assess financial and impact performance, identifying risks, opportunities, and recommended actions.
• Prepare portfolio-level analyses and reporting for internal stakeholders, including materials for committee review.

Process and Knowledge Management

• Refine and improve investment processes, diligence frameworks, and portfolio monitoring practices.
• Capture and synthesize learnings from diligence and portfolio performance to inform ongoing improvements to investment practices.
• Contribute to the development and improvement of impact measurement and reporting approaches

Cross-Functional Collaboration and Strategic Project Management

• Partner with the Learning and Evaluation team on impact due diligence, KPI development, and ongoing impact tracking and reporting.
• Collaborate with internal partners across philanthropic, advocacy, and operational teams on cross-cutting initiatives.
• Coordinate effectively with shared services and third-party advisors while retaining accountability for analysis quality and outcomes.
• Contribute to our culture by embodying our core values (belonging, partnership and collaboration, humility, respect for the individual, nimbleness, and being catalytic)
• Be an active participant in team meetings and projects.
• Proactively communicate with colleagues across our matrixed structure.

Qualifications and Skills

Experience and Background

• 3-5 years of directly relevant experience in investment banking, private equity, venture capital, asset management, family office, or a comparable investment environment
• Demonstrated proficiency in financial modeling, valuation, and deal structuring, with experience evaluating investments across private asset classes including private equity, venture capital, and private debt
• Experience applying investment judgment and forming recommendations. Experience integrating impact criteria into investment analysis and decision-making would be a plus
• Bachelor’s degree in finance, economics, accounting, or a related quantitative discipline; CFA, CAIA, or progress toward either is a plus.

Preferred

• Experience with AI tools.
• Direct experience integrating impact considerations into investment analysis and decision-making.
• Familiarity with portfolio management, CRM, or research systems (e.g., Addepar, Fluxx).

Analytical & Technical Skills

• Strong quantitative and qualitative analytical judgment with attention to detail.
• Ability to independently build, audit, and stress-test financial models including DCF, fund cash flow forecasting, and credit underwriting models.
• Comfort working across complex capital structures, blended finance instruments, and multi-tranche funding arrangements.
• Proficiency with Excel at an advanced level; familiarity with data visualization or portfolio analytics tools is a plus.
• Ability to produce clear, concise memos, briefs, and presentations.

Professional and Personal Qualities

• Flexibility: Comfortable with ambiguity and adept at navigating a dynamic landscape where priorities may shift, and new opportunities arise. Willingness to embrace change and think creatively about solutions, even in the face of uncertainty.
• Collaboration: Demonstrates a desire and eagerness for collaborative work with the broader team, and when appropriate, with fund managers, investees, community partners, and co-investors.
• Curiosity: Intellectually curious, with a genuine interest in impact investing and the communities it serves.
• Ownership and Self-motivation: Self-directed and proactive, with a demonstrated ability to identify issues, advance workstreams, and take ownership of outcomes.
• Humility: Approaches work and partnerships humbly, prioritizing asking questions over making pronouncements. Thrives in close partnerships with others and accepts strategic directives.

Working at this organization

Our client offers a hybrid work model and candidates must be present in Denver during normal business hours three days each week. They provide a comprehensive benefits package, including medical, dental, and vision insurance, a 401(k) retirement plan, and generous paid time off.

Join their team for an opportunity to thrive professionally, enjoy work-life balance, and contribute to an organization dedicated to belonging and bridging connections across lines of difference.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.