Job Description

The Associate Investment Analyst helps Juvo Ventures (https://juvovc.org/) achieve its strategic objectives by supporting the Senior Investment Team analysis of future investment areas and companies that provide the greatest opportunity and strategic fit within the early-stage technology-enabled ecosystem. The Investment Analyst is a team player, collaborates and works alongside others to achieve the broader company goals and objectives.

*This position will work out of our corporate office in Salt Lake City, Utah.

Essential Functions and Responsibilities

In this role, you will partner closely with the Managing Partners to support investment strategy, deal evaluation, market research, and organizational growth initiatives.

• Compile, analyze, and synthesize financial and business information into clear, concise business cases and executive-level presentation materials.
• Analyze financial and operational performance, evaluate market positioning, conduct due diligence on prospective investment opportunities, and develop financial models to assess expected returns.
• Research industries and market niches to identify growth rates, market size, emerging trends, and best practices.
• Prepare investment and marketing materials, including private placement memoranda (PPMs), term sheets, and investor presentations.
• Maintain and track investor commentary, feedback, and interest in target opportunities; monitor market activity to support communications with fund managers and limited partners.
• Assist in developing scalable processes and operational structures to support Juvo's growth from a startup organization to a franchise operation.
• Perform additional duties and special projects as assigned.

What You'll Bring

• Ability to develop and articulate investment strategies while supporting deal sourcing, evaluation, and due diligence activities.
• Strong relationship-building skills and the ability to establish and leverage professional networks.
• Self-starter with a positive, can-do attitude, a commitment to continuous learning, and a strong work ethic.
• Knowledge of financial accounting and tax concepts within startup, venture capital, or private equity environments.
• Growth mindset with the adaptability to thrive in a fast-paced, entrepreneurial environment.
• Strong business acumen and financial analytical skills, combined with integrity, accountability, and sound judgment.
• Demonstrated ability to solve complex problems, think creatively, and make data-driven decisions.
• Proven leadership capabilities and the ability to collaborate effectively across stakeholders.
• Excellent written, verbal, and presentation skills, with the ability to tailor communication to different audiences.
• Experience conducting research and supporting executive presentations, panels, and thought leadership initiatives.
• Strong critical thinking, analytical, creativity, and collaboration skills.
• Results-oriented professional with a commitment to delivering high-quality work with urgency and attention to detail.

Competencies

Organizational Impact

• Contributes to operational goals and business outcomes within assigned areas of responsibility.
• Supports projects and initiatives that impact overall organizational performance.
• Performs work that is generally task-focused and moderate in complexity, under established guidance and direction.

Problem Solving & Decision Making

• Applies sound judgment to identify and resolve business challenges.
• Recommends process improvements and practical solutions to support operational effectiveness.
• Addresses issues using analysis, prior experience, and established best practices.

Communication & Influence

• Collaborates effectively with internal and external stakeholders to gather information and provide insights.
• Communicates financial, operational, and strategic concepts clearly and effectively.
• Builds productive working relationships that support business objectives.

Minimum Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Demonstrated interest in venture capital and the technology-enabled education sector.

Preferred Qualifications

• 1-2+ years of relevant professional industry experience.
• Professional experience in consulting, investment banking, venture capital, private equity, corporate development, or a related field.
• Experience working within a fast-growing startup, scale-up, or digital learning organization.
• Experience supporting investment analysis, due diligence, valuation, or transaction execution activities.
• Strong financial modeling and business case development experience.
• Exposure to education technology, SaaS, or other high-growth technology sectors.
  Physical Requirements:
  Prolonged periods sitting at a desk and working on a computer.
  Must be able to lift up to 15 pounds at times.

This position requires occasional travel of up to 10%, including required attendance at designated company summits (typically one to two per year). Additional travel may include conferences, visits to company locations, and other business-related events as needed. Additional travel may be assigned as needed to support business requirements.

Position & Application Details

Full-Time Regular Positions (classified as regular and working 40 standard weekly hours): This is a full-time, regular position (classified for 40 standard weekly hours) that is eligible for bonuses; medical, dental, vision, telehealth and mental healthcare; health savings account and flexible spending account; basic and voluntary life insurance; disability coverage; accident, critical illness and hospital indemnity supplemental coverages; legal and identity theft coverage; retirement savings plan; wellbeing program; discounted WGU tuition; and flexible paid time off for rest and relaxation with no need for accrual, flexible paid sick time with no need for accrual, 11 paid holidays, and other paid leaves, including up to 12 weeks of parental leave.

How to Apply: If interested, an application will need to be submitted online. Internal WGU employees will need to apply through the internal job board in Workday.

Additional Information

Disclaimer: The job posting highlights the most critical responsibilities and requirements of the job. It's not all-inclusive.

Accommodations: Applicants with disabilities who require assistance or accommodation during the application or interview process should contact our Talent Acquisition team at [email protected].