Associate

Overview

• Contribute to strategic initiatives and operational excellence within a dynamic investment-focused organization.
• Collaborate with senior leadership on high-impact projects spanning investment, fundraising, and portfolio management.
• Engage in cross-functional efforts to enhance organizational alignment and drive strategic priorities.
• Support firmwide strategy processes, including annual planning and leadership offsites.
• Prepare executive-ready materials to facilitate decision-making and strategic discussions.
• Ideal for professionals seeking exposure to senior leadership priorities and organizational strategy.
• Work in a fast-paced environment that values innovation and collaborative problem-solving.
• Opportunity to contribute to technology adoption and process improvement initiatives.

Key Responsibilities & Duties

• Prepare structured outputs and executive-ready materials for leadership reviews and discussions.
• Coordinate and synthesize financial, investment, and operational inputs for business reporting.
• Conduct research and analysis to support product development and strategic opportunities.
• Assist with capital formation and fundraising efforts through material preparation and analysis.
• Facilitate cross-functional initiatives, ensuring progress and execution discipline.
• Maintain trackers and timelines for active initiatives to ensure accountability and visibility.
• Support recurring leadership processes and ad hoc projects as directed by senior leadership.
• Collaborate with stakeholders to enhance alignment and follow-through on strategic initiatives.

Job Requirements

• Bachelor’s degree in Business, Economics, Finance, or a related field is required.
• 2–5 years of experience in management consulting, investment banking, or private equity.
• Strong analytical and problem-solving skills with the ability to synthesize complex information.
• Excellent written and verbal communication skills for drafting memos and presentations.
• Proficiency in Excel and PowerPoint; familiarity with investment or workflow tracking tools is advantageous.
• Interest in technology-enabled process improvement, including AI tools, is a plus.
• Highly organized with strong project management instincts and attention to detail.
• Comfort working in a fast-paced environment with evolving priorities and multiple workstreams.