Senior Investment Analyst

Position :

Senior Investment Analyst

Location : Topeka OR Lenexa, KS

Job Id : 2412

# of Openings :

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

Portfolio Monitoring & Insights

Collaboration & Stakeholder Engagement

Strategic Contributions

Experience you'll bring :

Bonus Points :

What you'll get :

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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