Investment & Corporate Development Analyst

Company Overview

ORT is building a platform to identify, invest in, acquire, and scale high-potential consumer brands globally. We focus on Amazon-native brands, DTC brands, retail-ready consumer products, and emerging category leaders with strong growth potential.

The firm has a proven track record of launching and scaling brands across Amazon, Walmart, Target+, Nordstrom, Babylist, and other major retail channels.

Position Summary

We are seeking a highly analytical Investment Analyst to source, evaluate, and monitor investment opportunities across consumer brands, retail, e-commerce, and marketplace businesses.

The analyst will work directly with the founder and leadership team to identify attractive acquisition targets, strategic investments, and partnership opportunities.

This role combines:

Private Equity research
Venture Capital research
Consumer brand analysis
M&A sourcing
Retail market intelligence
Key Responsibilities
Investment Sourcing

Identify and maintain a pipeline of:

Amazon-native brands
DTC consumer brands
Retail-ready brands
Consumer technology companies
E-commerce enablement businesses
Potential acquisition targets
Strategic investment opportunities

Build and maintain a database of:

Founders
CEOs
Investors
Family Offices
Private Equity firms
Consumer-focused Venture Capital firms
Market Research & Competitive Analysis

Analyze:

Consumer trends
Retail trends
Amazon category performance
Emerging product categories
Competitive landscapes

Monitor:

New product launches
Fundraising activity
M&A transactions
Consumer brand exits

Prepare weekly opportunity reports.

Investment Analysis

Evaluate opportunities using:

Financial Analysis
Revenue growth
Profitability
Cash flow
Unit economics
E-commerce Metrics
Amazon rankings
Review trends
Advertising efficiency
Marketplace performance
Retail Metrics
Retail distribution
Category positioning
Pricing strategy
Shelf competitiveness

Prepare investment memos and acquisition briefs.

Strategic Planning

Develop:

Market entry strategies
Retail expansion plans
Channel growth plans
Acquisition theses

Create presentations and investment decks for internal review and external investors.

Investor & Partner Research

Research and map:

Consumer PE Funds

Examples:

VMG Partners
Monogram Capital
L Catterton
TSG Consumer
Main Post Partners
Strategic Investors

Examples:

Walmart ecosystem
Target ecosystem
Consumer brand consolidators
Amazon aggregators

Track investment preferences and relationship opportunities.

Deliverables

The analyst should regularly produce:

Weekly
Deal pipeline report
Industry news summary
Competitive intelligence report
Monthly
10-20 investment opportunities
Consumer category deep dives
Retail market trend reports
Quarterly
Top acquisition target list
Investor relationship map
Strategic growth recommendations
Qualifications
Required
2+ years experience in:
Investment banking
Private equity
Venture capital
Equity research
Corporate strategy
E-commerce business analysis

Strong Excel skills

Strong PowerPoint skills

Strong English writing skills

Preferred

Experience analyzing:

Amazon businesses
Consumer brands
Retail companies
Marketplace businesses

Knowledge of:

PitchBook
Crunchbase
Apollo
LinkedIn Sales Navigator
Success Metrics

Within the first 90 days:

Build a database of 500+ investors and strategic partners
Identify 100+ acquisition candidates
Produce 20+ detailed company analyses
Create a prioritized target list of the top 25 opportunities

Within the first year:

Support at least 5 strategic partnerships
Source 3-5 acquisition opportunities
Build a proprietary investor and deal pipeline