Senior Investment Analyst, JUVO

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The salary range for this position takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

At WGU, it is not typical for an individual to be hired at or near the top of the range for their position, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is:
 

Grade: Professional 311

Pay Range: $100,000.00 - $150,000.00

Job Description

The Senior Investment Analyst plays a critical role in supporting Juvo Ventures
(https://juvovc.org/) to 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.

This person will work closely with the Managing Partners in order to source, analyze, and execute investments. The Investment Analyst is a team player, collaborates and works alongside others to achieve the broader company goals and objectives.

*This position will work onsite at our corporate office in Salt Lake City, Utah.

 

Essential Functions and Responsibilities

• Partner with Managing Partners to support investment, operational, and growth initiatives.
• Compile, analyze, and synthesize financial and business data into clear, actionable business cases and executive presentations.
• Evaluate financial and operating performance, market positioning, and growth opportunities through detailed research and analysis.
• Conduct due diligence on prospective investment targets and develop financial models to assess expected returns and investment viability.
• Research industries and market niches to identify growth rates, market size, emerging trends, and best practices.
• Develop investor- and market-facing materials, including private placement memoranda, term sheets, and investor presentations.
• Maintain and track investor feedback, commentary, and interest in prospective opportunities while monitoring market activity to support communications with fund managers and limited partners.
• Support the development of scalable processes and operational structures to help grow Juvo from a startup organization into a franchise operation.
• Perform additional duties and special projects as assigned.

Knowledge, Skills, and Abilities

• Ability to develop, articulate, and support investment strategies while identifying, evaluating, and advancing high-potential opportunities.
• Strong relationship-building skills with the ability to establish and leverage professional networks.
• Self-motivated professional with a proactive attitude, strong work ethic, and commitment to continuous learning.
• Knowledge of financial accounting, financial modeling, and tax concepts, particularly within startup, venture capital, or private equity environments.
• Entrepreneurial mindset with the ability to adapt quickly in a fast-paced, growth-oriented organization.
• Strong business acumen and financial analysis skills combined with high ethical standards, integrity, and dependability.
• Results-oriented with a commitment to delivering high-quality work and meeting deadlines with urgency and accuracy.
• Demonstrated problem-solving, analytical, and creative thinking skills, with sound judgment and decision-making abilities.
• Proven leadership capabilities and ability to influence stakeholders.
• Excellent organizational, written, verbal, and presentation skills, with the ability to tailor communications to diverse audiences.
• Ability to conduct research and support executive presentations, panel discussions, and thought leadership initiatives.
• Strong collaboration, critical thinking, and analytical capabilities.

Competencies

Organizational Impact

• Contributes to the achievement of operational objectives and business goals within assigned areas of responsibility.
• Performs work that is generally task-focused and moderate in complexity, while supporting broader organizational outcomes.
• Operates effectively under established guidance and direction.

Problem Solving and Decision Making

• Identifies and resolves issues through process improvements and practical solutions.
• Analyzes challenges that may not be immediately apparent and recommends appropriate actions based on data, experience, and established practices.

Communication and Influence

• Collaborates effectively with internal and external stakeholders to gather information, provide insights, and explain recommendations.
• Communicates complex financial and business concepts clearly and concisely to a variety of audiences.

Minimum Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 4-6 years of relevant professional experience.
• Demonstrated interest in venture capital, private equity, startups, or technology-enabled education.
• Experience in consulting, investment banking, venture capital, private equity, corporate development, or a related investment-focused environment.
• Experience operating within a fast-growing, high-growth, or digital-first organization.

Preferred Qualifications

• Masters degree or MBA
• Experience supporting investment sourcing, diligence, transaction execution, or portfolio operations.
• Advanced financial modeling and valuation experience.
• Exposure to the education technology, SaaS, or technology startup ecosystem.
• Experience helping scale operational processes within early-stage or growth-stage companies.

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].

Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to any protected characteristic as required by law.