Avathon

Corporate Strategist, Finance & Investment Strategy

Pleasanton, California, United States. Posted a month ago

The role

This person will develop financial and investment frameworks to support strategic decisions. They will work with executive leadership to evaluate capital allocation, strategic investments, partnerships, and acquisitions.

What you will do

  • Define financial and investment strategy connecting company priorities and growth opportunities
  • Develop financial models, investment cases, and scenario analyses
  • Evaluate capital allocation decisions and prioritization frameworks
  • Assess potential strategic investments, acquisitions, and partnerships
  • Develop market sizing, revenue models, unit economics, and profitability analyses
  • Analyze business model, pricing, margins, and cost structure
  • Monitor the AI, industrial technology, and investment landscape
  • Support strategic planning and long-range company modeling
  • Develop executive-level analyses and recommendations for Board and investors
  • Work with senior leadership on high-priority capital and investment initiatives

Required qualifications

  • MBA required from a leading global university
  • Approximately 3–5 years of pre-MBA experience in investment banking, private equity, growth equity, venture capital, management consulting, corporate development, corporate strategy or strategic finan
  • Strong interest in AI, enterprise technology, industrial technology, investing, and the transformation of the physical economy
  • Exceptional financial and analytical capabilities including financial modeling, valuation, investment analysis, market sizing, scenario modeling, and business-case development
  • Ability to evaluate companies, markets, technologies, business models, and investment opportunities
  • Strong understanding of corporate finance, capital allocation, valuation, investment returns, financial statements, and transaction economics
  • Ability to structure analysis for ambiguous strategic or investment questions and translate findings into recommendations
  • Strong business judgment
  • Intellectual curiosity and technology fluency to evaluate developments in Physical AI, agentic AI, enterprise software, and industrial technology
  • Exceptional written, verbal, and executive-level communication skills
  • Comfortable working directly with executives in a high-growth environment

Benefits

  • Equity in the form of stock options
  • Comprehensive health, dental, and vision coverage
  • 401(k) participation
  • Generous PTO and company holidays
  • Ongoing learning and development opportunities

About the company

Avathon is an Industrial AI autonomy platform helping customers in heavy industries accelerate the journey toward autonomous operations. The platform uses a Computational Knowledge Graph to power AI-driven applications.

Corporate Strategist, Finance & Investment Strategy at Avathon | JobZoey