Position: Senior Investment Analyst
Department: Business Development
Reporting to: Director of Advisor Transitions
Location: Lenexa, KS/ Topeka, KS - Onsite
Overview:
Advisors Excel is growing - and we're looking for a Senior Investment Analyst to join our Advisor Support Network team. This is a unique opportunity to combine deep financial analysis with strategic impact, helping us evaluate, support, and grow a portfolio of high-performing advisor firms.
You'll be at the center of our expansion efforts: conducting due diligence, building financial models, and monitoring the performance of firms after investment or partnership. The position offers a dynamic opportunity to interact directly with private equity investors, company leadership, and advisor partners, shaping a strategic growth area for Advisors Excel.
In this role, you won't just crunch numbers; you'll help shape strategy, influence high-level decisions, and see the impact of your work across a thriving network of firms.
What you'll do:
Transaction Support & Due Diligence
- Develop sophisticated financial models to inform investment decisions and firm valuations.
- Analyze target advisor firms' financial statements, operations, and growth drivers to evaluate performance and opportunities.
- Conduct comprehensive due diligence, assessing earnings quality, revenue mix, cash flow stability, and operational risks.
- Assist in structuring deal terms and preparing documentation throughout the transaction process.
Financial Reporting & Analysis
- Prepare investment committee materials, including executive summaries, deal outlines, and scenario analyses for review by senior leaders.
- Track, monitor, and report on the performance of partner and portfolio companies, generating variance analyses and actionable recommendations.
- Create presentations, quarterly business updates, and strategic reports for both internal leadership and external stakeholders.
- Consolidate, standardize, and enhance reporting by aggregating financial data from multiple advisor offices and accounting platforms.
Portfolio Monitoring & Insights
- Oversee post-transaction monitoring of advisor firm performance, identifying key financial and operational metrics for ongoing assessment.
- Develop and maintain dashboards for real-time business performance insights and reporting.
- Work directly with leadership to identify improvement opportunities and drive long-term value creation in partner firms.
Collaboration & Stakeholder Engagement
- Partner closely with Advisors Excel Finance, private equity teams, and advisor firm leadership to ensure reporting accuracy and clarity.
- Serve as a financial liaison, building productive relationships with advisors, their teams, and other key stakeholders.
- Foster constructive collaboration and cultivate strong advisor partnerships through clear communication and financial expertise.
Strategic Contributions
- Conduct industry benchmarking, market analysis, and business valuation work to support strategic investment decisions.
- Design and implement scalable systems and processes that enhance reporting and information flow as our network expands.
- Provide creative, data-driven insights and strategic recommendations to continually strengthen investment analytics and portfolio management.
Experience you'll bring:
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 4-7 years of experience in investment banking, corporate finance, or private equity
- Strong expertise in financial modeling, valuation, and consolidating complex financial data into actionable insights
- Excellent Excel and PowerPoint skills; familiarity with financial databases and reporting systems a plus
- Strong communication skills with the ability to present findings clearly to executives, advisors, and board members
Bonus Points:
- Advanced certifications such as CFA, CPA, or Accredited in Business Valuation (ABV)
- Familiarity with portfolio monitoring tools or financial reporting software
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package from your start date
- Access to an on-site cafe, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored events...and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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Advisors Excel
401(k)
Sep 18, 2025