Investment Analyst | PE-Backed Food and Beverage | PST-Based (California Preferred)
Investment Analyst | PE-Backed Food and Beverage | PST-Based (California Preferred)
Introduction
We’re partnering with a vertically integrated, asset-backed food and agriculture platform operating across farming, production, and global distribution. Backed by long-term institutional capital, the business owns and operates real assets across multiple geographies and is actively deploying capital into acquisitions, infrastructure, and strategic growth initiatives. This is a rare opportunity to join an investment team within a scaled, profitable operating platform- not a fund, not advisory, but a business allocating its own capital into real assets and operating companies.
The Role
This is a high-visibility Investment Analyst position sitting directly within the Finance & Investment team. You will work closely with senior leadership to evaluate acquisitions, underwrite capital projects, support financing initiatives, and drive data-backed strategic decisions across the platform. It’s an ideal move for someone currently in Investment Banking who wants to transition into a principal seat, owning the underwriting, seeing deals through execution, and working alongside operators to create long-term value.
Responsibilities
• Build detailed financial models (3-statement, DCF, LBO-style, asset-level underwriting) from scratch
• Evaluate M&A opportunities and strategic investments
• Conduct financial and commercial due diligence
• Develop investment memos and materials for senior stakeholders
• Perform valuation analysis, IRR/MOIC modeling, and scenario sensitivities
• Partner with operations to assess ROI on capital expenditures
• Support debt raises, refinancing processes, and lender reporting
• Conduct industry, market, and commodity research
• Track portfolio performance and support strategic planning initiatives
What We Need to See (Essential)
• 2–4 years of Investment Banking experience (M&A or leveraged finance preferred)
• Advanced financial modeling and valuation expertise
• Experience building complex models independently
• Strong analytical horsepower and attention to detail
• Clear communicator- able to distill complexity into decision-ready insights
• High ownership mindset and comfort working in a lean team
• Bachelor’s degree in Finance, Economics, Accounting, or related field
What We’d Like to See (Bonus)
• Exposure to real assets, infrastructure, agriculture, or industrials
• Experience working on buy-side transactions
• Familiarity with debt financing processes
• Experience interacting directly with senior executives or investors
• Interest in long-term value creation vs. transactional advisory work
Location: PST-Based – Bay Area Preferred
Package: $110,000 - $140,000 + Bonus
If this role is of interest, please send your CV over to [email protected] for a full briefing on the role and company. Alternatively, please share this job posting with your network or anyone who may be interested in the role.
At Harmonic, we are dedicated to fostering an inclusive and equitable workplace. We actively welcome applications from individuals of all backgrounds and assure you that every candidate will be thoughtfully considered for the roles we represent, without regard to race, religion, gender expression, disability, or sexual orientation.
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Introduction
We’re partnering with a vertically integrated, asset-backed food and agriculture platform operating across farming, production, and global distribution. Backed by long-term institutional capital, the business owns and operates real assets across multiple geographies and is actively deploying capital into acquisitions, infrastructure, and strategic growth initiatives. This is a rare opportunity to join an investment team within a scaled, profitable operating platform- not a fund, not advisory, but a business allocating its own capital into real assets and operating companies.
The Role
This is a high-visibility Investment Analyst position sitting directly within the Finance & Investment team. You will work closely with senior leadership to evaluate acquisitions, underwrite capital projects, support financing initiatives, and drive data-backed strategic decisions across the platform. It’s an ideal move for someone currently in Investment Banking who wants to transition into a principal seat, owning the underwriting, seeing deals through execution, and working alongside operators to create long-term value.
Responsibilities
• Build detailed financial models (3-statement, DCF, LBO-style, asset-level underwriting) from scratch
• Evaluate M&A opportunities and strategic investments
• Conduct financial and commercial due diligence
• Develop investment memos and materials for senior stakeholders
• Perform valuation analysis, IRR/MOIC modeling, and scenario sensitivities
• Partner with operations to assess ROI on capital expenditures
• Support debt raises, refinancing processes, and lender reporting
• Conduct industry, market, and commodity research
• Track portfolio performance and support strategic planning initiatives
What We Need to See (Essential)
• 2–4 years of Investment Banking experience (M&A or leveraged finance preferred)
• Advanced financial modeling and valuation expertise
• Experience building complex models independently
• Strong analytical horsepower and attention to detail
• Clear communicator- able to distill complexity into decision-ready insights
• High ownership mindset and comfort working in a lean team
• Bachelor’s degree in Finance, Economics, Accounting, or related field
What We’d Like to See (Bonus)
• Exposure to real assets, infrastructure, agriculture, or industrials
• Experience working on buy-side transactions
• Familiarity with debt financing processes
• Experience interacting directly with senior executives or investors
• Interest in long-term value creation vs. transactional advisory work
Location: PST-Based – Bay Area Preferred
Package: $110,000 - $140,000 + Bonus
If this role is of interest, please send your CV over to [email protected] for a full briefing on the role and company. Alternatively, please share this job posting with your network or anyone who may be interested in the role.
At Harmonic, we are dedicated to fostering an inclusive and equitable workplace. We actively welcome applications from individuals of all backgrounds and assure you that every candidate will be thoughtfully considered for the roles we represent, without regard to race, religion, gender expression, disability, or sexual orientation.
Apply tot his job
Apply To this Job