Investment Associate

Investment Associate Overview

• The Investment Associate will support the client in all aspects of the investment process, from origination to portfolio management.
• Collaborate with a dynamic team in a growing organization focused on impactful investments and societal change.
• Engage in deal origination, due diligence, and execution to identify and evaluate investment opportunities.
• Contribute to the firm's growth by establishing relationships with industry professionals and intermediaries.
• Leverage analytical skills to monitor portfolio assets and ensure optimal performance.
• Work in a hybrid environment with strong benefits and professional development opportunities.
• Join a firm committed to combining investment discipline with positive societal impact.
• Contribute to a team that values innovation and challenges the status quo in investment strategies.

Investment Associate Key Responsibilities & Duties

• Assist in developing and executing origination strategies to maximize deal flow and enhance market visibility.
• Establish and maintain relationships with restructuring firms, investment banks, and other intermediaries.
• Conduct initial investment reviews and screenings of prospective opportunities for the firm.
• Prepare financial evaluations and preliminary due diligence reports for investment projects.
• Monitor portfolio assets, review monthly operating results, and maintain project performance metrics.
• Collaborate with management teams to leverage resources and optimize organizational potential.
• Support deal structuring and post-investment portfolio management activities.
• Contribute to the firm's commitment to impactful investments and societal change.

Investment Associate Job Requirements

• Bachelor's degree in accounting required; CPA certification preferred.
• 4-7 years of combined experience in public accounting assurance and transaction services.
• Minimum of 2 years of transaction services experience required.
• Willingness to travel and work with confidential information.
• Strong analytical, organizational, interpersonal, and communication skills.
• Familiarity with private equity and venture capital principles.
• Ability to contribute effectively in a hybrid work environment.
• Commitment to professional growth and impactful investment strategies.