Investment Associate Job at Stelvio Group, Fort Washington, PA

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  • Stelvio Group
  • Fort Washington, PA

Job Description

We're hiring: Capital Markets Analyst | Fort Washington, PA (On-site)

Stelvio Group has partnered with a leading insurance investment firm to help expand their U.S. team with the addition of a Capital Markets Analyst.

This is a unique opportunity for someone with strong financial modeling skills who wants hands-on exposure to senior leadership, deal execution, and institutional investor engagement.

About the Role:

You’ll collaborate closely with two Managing Directors (U.S. and UK-based) on high-impact investment initiatives across equity, credit, and insurance-linked strategies. Expect meaningful involvement in M&A transactions, Insurtech innovation, and strategic capital markets projects.

What You’ll Be Doing:

  • Build and refine valuation models and forecasts (Excel)
  • Develop presentations, term sheets, and memos (PowerPoint, Word)
  • Analyze market data and track investment trends
  • Engage directly with investors and strategic partners
  • Represent the firm at major U.S. and international events
  • Maintain CRM systems and support project tracking (e.g., Trello)
  • Assist in due diligence and deal analysis
  • Present insights and recommendations to firm leadership

What We’re Looking For:

  • 2+ years’ experience in finance (IB, capital markets, valuation)
  • Advanced modeling and valuation expertise (DCF, comps, etc.)
  • Fluency in Excel, PowerPoint, and Word
  • Strong grasp of capital markets and investment workflows
  • Clear communicator with top-tier organizational skills

Perks & Benefits:

  • Executive mentorship and career development
  • Student loan and education support programs
  • Comprehensive health, dental, and vision plans
  • 401(k) with company contribution
  • Competitive PTO, holidays, and annual team retreats
  • High visibility + performance-driven bonus structure

Interested?

Apply now or message us directly for a confidential conversation.

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