Investment Analyst

Exep - Excellence Equity Partners is a private network of sophisticated investors focused on private equity, venture capital, co-investments, and other alternative investment opportunities.

Founded by professionals combining extensive experience in complex transactions, investment structuring, corporate governance, and academia, Exep operates as a coordination platform through which a select group of investors can access curated private-market opportunities.

Exep follows a deal-by-deal investment model. Each opportunity is assessed and executed through a disciplined process encompassing origination and preliminary screening, in-depth due diligence, transaction structuring, execution, governance, and ongoing reporting.

Rather than operating as a traditional pooled investment fund, Exep provides qualified investors with transparent access to pre-screened transactions and institutional-quality documentation, enabling each investor to make an independent investment decision.

Further information is available at www.exepgroup.com.

The Role

Exep is seeking an Investment

Analyst

to join its Rome-based team.

The successful candidate will be fully integrated into Exep's investment and operational workflow, working closely with the founders, senior professionals, external advisers, and members of its investor network. The Analyst will contribute directly to the evaluation, structuring, execution, and monitoring of private-market transactions.

Key responsibilities will include:

Supporting the screening and evaluation of potential investment opportunities;

Performing financial, market, company, and sector analysis;

Supporting financial modeling, valuation, and due diligence activities;

Reviewing and organizing financial, commercial, legal, and corporate information;

Assisting in the preparation of investment memoranda, transaction materials, presentations, and investor reports;

Supporting the structuring and execution of private equity, venture capital, co-investment, and club-deal transactions;

Coordinating information flows among Exep, investors, advisers, counterparties, and portfolio companies;

Conducting research on industries, market developments, transaction structures, and private-market investment strategies; and

Supporting governance, monitoring, and reporting processes following the completion of an investment.

Candidate Profile

Full professional proficiency in both English and Italian; proficiency in additional languages will be considered an advantage;

A Master's degree in Finance, Management, Economics, or a closely related field, with a final grade of at least 108/110 or a strong international equivalent;

A Bachelor's degree in Finance, Management, Economics, or a closely related field, with a final grade of at least 108/110 or a strong international equivalent;

A solid foundation in corporate finance, accounting, valuation, financial analysis, and investment theory;

Strong quantitative, analytical, organizational, and problem-solving skills;

Rigorous attention to detail and the ability to work effectively across multiple workstreams;

A genuine interest in private equity, venture capital, co-investments, club deals, and private-market transactions; and

Availability to work full-time and in person in Rome beginning in August 2026.

Previous experience in investment banking, private equity, venture capital, transaction services, corporate finance, or strategy consulting is strongly preferred.

International academic or professional experience will also be viewed favorably.

Terms of Engagement

Based in Rome, Italy;

Expected start date: August 2026.

Exep is an equal opportunity employer committed to fostering a diverse and inclusive working environment. Applications will be evaluated exclusively on merit and without discrimination on the basis of age, disability, nationality, ethnic origin, religion or belief, sex, gender identity or expression, or sexual orientation.

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