Associate, Investments

Our client is a growing investment platform seeking an Associate to join its New York office. Working closely with senior investment professionals, this individual will help evaluate acquisition opportunities, lead due diligence efforts, perform financial analysis, and support transaction execution.

• Evaluate potential investment opportunities and assess strategic fit
• Lead financial and operational due diligence processes
• Build and maintain financial models, forecasts, and valuation analyses
• Analyze business performance, growth drivers, and key operating metrics
• Coordinate with internal stakeholders and external advisors throughout the transaction process
• Prepare investment memoranda and presentation materials for decision-makers
• Support transaction structuring, negotiation, and execution efforts
• Assist with post-transaction planning and strategic initiatives

• 2-4 years of investment banking, private equity, growth equity, or related experience
• Direct exposure to transaction execution and due diligence processes
• Strong financial modeling, analytical, and valuation skills
• Excellent written and verbal communication abilities
• Ability to manage multiple priorities in a fast-paced environment
• Detail-oriented with strong problem-solving capabilities

• Competitive compensation and performance-based bonus
• Long-term incentive opportunity
• Significant responsibility and ownership from day one
• Exposure to senior leadership and investment decision-making
• Hybrid work environment based in New York City