Gratia
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InvestmentAssociate
Neural analysis suggests this role is
optimal for Mid candidates.
“Investment Associate at Gratia. Skills: financial modeling, transaction execution, deal flow management, Valuation analysis. building the analytical foundations for new investments. actively managing the diligence process across M&A, private equity, and private credit opportunities”
What You'll Achieve.
progress active deal flow; deliver real results
Industry & Context.
identify potential 'deal-breakers' or valuation adjustments; look beyond the numbers to understand the 'story' of a business and identify operational risks
What They're Looking For.
Must Have
3–5 years of professional experience in financial modeling and transaction execution, Expert-level proficiency in Excel (3-statement integration, DCF, data tables, and advanced simulations), Foundational understanding of transaction legal docs, closing mechanics, and the nuances of different asset classes (Equity vs. Debt)
What You'll Do.
building the analytical foundations for new investments
actively managing the diligence process across M&A
and private credit opportunities
coordinating with external advisors (legal
overseeing Virtual Data Rooms (VDR)
Review Quality of Earnings (QofE) reports and commercial due diligence
Build and scale driver-based 3-statement models (P&L
Cash Flow) and multi-year projections from scratch
Design frameworks and sensitivity analyses to quantify downside risk and upside potential
Perform rigorous valuations using DCF frameworks
comparable company analysis
and precedent transactions
raw operational data from target companies into structured
How You'll Work.
Communication Scope
explain complex model logic to non-technical stakeholders
Process & Methodology
managing timelines, coordinating with external advisors
Full Job Description
At Gratia, we believe potential is globally distributed, but opportunity is not. Our mission is to turn great talent's potential into fulfilling global careers through professional development and tech-enabled platforms. We bridge the gap between ambitious companies and hands-on experts who deliver real results instead of just theoretical plans. Gratia is a remote-first, apprenticeship-based platform where opportunity is defined by what you can do and deliver. Our clients include global names like USA Today Co., Endeavor, and New York Life. We maintain an 88.2 Net Promoter Score because we focus on rigorous execution, not just high-level advice. WHY JOIN GRATIA'S NETWORK? - High-impact projects: Work directly with companies like Apollo and Endeavor, solving real operational challenges—not theoretical exercises. - Flexibility & autonomy: Choose projects that match your expertise and availability. Work remotely, set your own rhythm, and grow your portfolio across industries. - Apprenticeship & growth: A curated pathway combining high-value projects with mentorship. Move from "doing" to "leading" through real work. - Community of top talent: Join a network of experienced specialists who collaborate across disciplines on complex engagements. WHAT YOU’LL BE DOING We are seeking a deal-oriented Investment Associate to serve as a critical engine for our transaction execution and deal flow management. This role sits at the intersection of high-level financial engineering and tactical deal progression. You will be responsible for building the analytical foundations for new investments while actively managing the diligence process across M&A, private equity, and private credit opportunities. - Transaction execution & diligence: Help progress active deal flow by managing timelines, coordinating with external advisors (legal, tax, accounting), and overseeing Virtual Data Rooms (VDR). Review Quality of Earnings (QofE) reports and commercial due diligence to identify potential "d
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