Incoming Value Creation Analyst

About the Opportunity

We are seeking ambitious individuals who excel in a rigorous, results-oriented environment to join our team as Incoming Value Creation Analysts, starting in August 2026. Successful candidates will advance through our six-month professional development program and gain exposure to various Valitas projects. After this six-month period, we aim to extend Career Track opportunities to top-performing analysts who thrive in our entrepreneurial, high-accountability culture.

From day one, you will accelerate your development through structured training, mentorship, and elite, hands-on experience. You will work directly with senior management to enhance our firm’s operating system and gain the opportunity to be embedded within client teams, building a deep understanding of real operating challenges and value-creation levers. As you continue to progress, you’ll take on greater responsibility across more complex, high-impact projects.

In this role, you will:

• Participate in our rigorous Professional Development Program, including shadowing on client projects;
• Lead and manage the firm’s quarterly strategic projects and support senior team members;
• Work on live client assignments where appropriate, as you gain exposure to Valitas’ mandate processes and tools;
• Research, build, and maintain internal databases to support decision-making and execution;
• Assist in preparing client-facing and thought leadership materials (e.g., confidential information memoranda, white papers, infographics); and
• Apply advanced tools and methods used by the leading global investment banks and private equity funds.

Application Deadline: July 10th, 11:59 PM EST

About Valitas

The world doesn’t need another boutique investment bank. However, there is an unmet need to engineer transformational outcomes among those private company shareholders who are serious about realizing their full value potential. This was clear enough ten years ago when Valitas was founded to address this challenge. This need is even more striking today. Our goal is to increase our clients’ shareholder value by $1 billion by 2030. To accomplish this, we must unlock at least $100 million for each client. To ensure the senior focus required to achieve this, we work with no more than four clients at a time. We have been successful for three reasons:

1. We deliver exceptional outcomes. Our Shareholder Value Architect system clarifies the essential few value creation levers that drive shareholder value, aligns the leadership team on how to sequence and support them, and ensures disciplined execution through our program management system.
2. We bring extensive experience navigating mission-critical projects. We guide clients through high-stakes corporate finance and M&A projects with rigour honed over 30 years working on transactions worth more than $80 billion.
3. We build lasting partnerships. Our clients often start with a single mandate but stay with us for years as we earn trust by proving our commitment to unleashing their shareholder value potential.

If you are excited by a unique opportunity to work on long-term, high-impact projects that combine corporate finance, investment banking, strategy, and data science to help private company shareholders unlock transformative value, Valitas is the perfect place to launch your career.

Requirements

Our Values

For our firm to excel, we need to do two things extraordinarily well:

1. Drive transformational client outcomes; and
2. Attract, develop, and retain the best people.

Our high-performance culture is rooted in five core values:

1. Growth Mindset: We are curious, hungry to learn more, and constantly striving to find a better way. We are perceptive, self-aware, and appreciate candid feedback. See this video .
2. Rigour: We are smart, focused, and persistent, pursuing excellence in everything we do. We take great pride in the professional quality of our work, applying deep insights and creativity to our problem solving to unleash value for our clients and firm.
3. Agency: We operate with an ownership mindset, taking accountability, navigating complexity with confidence, and driving outcomes without waiting for direction.
4. Agility: We work in a fast-changing environment, where agility is not just about speed. It’s about being responsive and resourceful, making sound decisions with incomplete information, and turning scattered insights into explicit action and meaningful outcomes.
5. Generosity: We are a service business at our core, bringing energy and insight to every interaction. We exceed expectations, share ideas openly, and communicate with warmth and clarity. We abhor cynicism and believe helping others is how we succeed and where we find our deepest satisfaction.

What Sets You Apart

Those who succeed at Valitas are voracious learners and disciplined executors who thrive on solving complex problems. You are a rigorous thinker who navigates ambiguity with confidence, takes ownership from day one, and has the drive to transform potential into action. You combine analytical precision with creativity, connecting dots, generating insights, and communicating ideas with clarity and impact.

The skills and attributes that set our most successful team members apart are:

• A proven record of high performance in demanding academic or professional environments;
• Completion of a Bachelor's Degree;
• Strong ability to structure, prioritize, and independently drive complex workstreams to completion;
• Exceptional analytical skills;
• Creativity and intellectual curiosity—constantly asking “why” and “what if” to uncover better answers;
• Mastery of Excel, PowerPoint, and Word, with an eye for precision and elegance;
• Clear, concise written and verbal communication, including fluency in English; and
• A strong sense of agency and accountability, combined with humility and a collaborative mindset.

Benefits

Compensation for Career Track Analysts is competitive with the leading regional capital market groups and private equity funds. Valitas also offers a health and wellness benefits plan along with a remote office allowance.