Investment Analyst

Position Overview

Are you curious, driven, and excited by the opportunity to build a career in growth investing? XPV Water Partners is looking for an Investment Analyst to join its investment team. The Analyst will support the investment process by conducting the research, analysis, and groundwork required to help the team identify, evaluate, and advance investment opportunities.

The right candidate is analytical, resourceful, and action oriented. They communicate clearly, build trust quickly, and are comfortable developing relationships with a wide range of people. They bring fresh thinking, challenge assumptions constructively, and use technology and AI tools to improve how work gets done.

Company Profile

XPV Water Partners is a team of experienced growth investors and business builders committed to making a difference in water. With more than US $1 billion in AUM, XPV leverages exceptional talent, deep industry knowledge, and a proven growth platform to rapidly scale businesses, generate superior returns for all stakeholders, and meaningfully contribute to a water-secure future.

For more information, visit www.xpvwaterpartners.com.

Responsibilities

The Investment Analyst will support the investment team across areas that include, but are not limited to:

  • Identifying, researching, and evaluating potential investment targets within defined themes, delivering prioritized target lists, and conducting outbound outreach and cold calling to generate and advance investment opportunities.
  • Supporting the development of investment themes by researching market size and dynamics, major industry participants, the M&A landscape, deal availability, and the potential impact on water security.
  • Researching conferences, industry events, target companies, and relevant attendees, and preparing actionable summaries for the Investment team.
  • Supporting live transactions by tracking data room materials, identifying information gaps and updating investment materials and memos.
  • Working alongside Associates and Deal Leads to contribute to financial modelling, diligence, negotiations, legal processes, and other stages of the investment lifecycle.
  • Analyzing quarterly portfolio company valuations and the preparation of financial reporting materials.
  • Using AI and other technology tools to improve and automate research, analysis, information management, and team workflows.
  • Providing additional support as required.

Experience & Education

  • Strong academic background in business, finance, economics, engineering, STEM, analytics, data, or a related field.
  • Previous internship experience in investment banking, private equity, consulting, search funds, venture capital, or another relevant investing environment is required.
  • Evidence of achievement outside the classroom through one or more of the following:
  • Entrepreneurial or founder experience.
  • Leadership in student-run clubs or organizations.
  • Competitive athletics, or other high-performance pursuits.
  • Candidates from STEM, engineering, analytics, or data-focused backgrounds are encouraged to apply where they can demonstrate a clear interest in investing.

Skills and Characteristics

  • Strong communicator who can effectively conduct outbound outreach, including cold calling, and has the ability to clearly summarize research, present ideas, and make a compelling case to different audiences.
  • AI-enabled and comfortable using technology to improve workflows, productivity, and the quality of work.
  • Demonstrated initiative, drive, resilience, and a strong desire to achieve ambitious outcomes.
  • Naturally curious and independent thinker who is eager to learn.
  • Self-starter who is comfortable working in a fast-paced, high-performance environment.
  • Passion for private equity and growth investing.

If you require any reasonable adjustments during the recruiting process, please inform us in the recruitment application. We will contact you to further discuss your need. We do not use artificial intelligence (AI) tools to screen, assess, or select applicants. All applications are reviewed by members of our team. This is an active vacancy.

How to Apply: Visit our posting on LinkedIn.