Associate
Investment Associate
New York, NY
About the Opportunity
A leading long-term investment platform is seeking an Investment Associate to join its growing team in New York. The firm focuses on acquiring and building software and technology-enabled businesses through a patient ownership model that emphasizes operational improvement, strategic growth, and lasting value creation.
Unlike traditional private equity funds, the organization invests with a long-term horizon and substantial permanent capital resources, allowing investment professionals to focus on company building rather than managing toward predetermined exit timelines.
This is an opportunity to join a lean and collaborative investment team with direct access to senior decision-makers and meaningful involvement across the full investment lifecycle.
Key Responsibilities
Investment & M&A Execution
- Evaluate acquisition opportunities across software and technology sectors
- Build detailed financial models, valuations, operating forecasts, and investment return analyses
- Participate in all stages of transaction execution from initial diligence through closing
- Prepare investment memoranda, presentations, and recommendations for senior leadership
- Conduct market research, industry analysis, and competitive assessments
- Coordinate with management teams, lenders, consultants, and third-party advisors
Due Diligence & Investment Analysis
- Perform financial, operational, and commercial diligence on prospective investments
- Analyze recurring revenue business models, customer retention, growth drivers, profitability, and operating performance
- Assess transaction risks and identify opportunities for value creation
- Develop investment theses and support acquisition recommendations
- Evaluate company performance through key software and SaaS operating metrics
Portfolio Value Creation
- Support portfolio company initiatives following acquisition
- Assist with strategic planning, operational improvements, and growth projects
- Monitor company performance against investment objectives
- Evaluate add-on acquisitions and strategic expansion opportunities
- Work alongside management teams to drive long-term growth and value creation
Qualifications
Required
- 2-4 years of experience in Investment Banking, Private Equity, Growth Equity, Corporate Development, or a related investing role
- Strong M&A transaction experience
- Advanced financial modeling and valuation skills
- Exceptional analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Strong work ethic and ability to thrive in an entrepreneurial environment
- Bachelor's degree with a strong academic record
Preferred
- Experience evaluating software, SaaS, or technology businesses
- Prior buy-side investing experience
- Exposure to control-oriented transactions
- Familiarity with recurring revenue business models and software operating metrics
- Interest in long-term investing and company building
What Makes This Opportunity Unique
- Permanent capital investment structure
- Long-term ownership approach rather than traditional investment holding periods
- Significant exposure to software and technology investments
- Direct interaction with senior leadership
- Lean team with substantial responsibility and visibility
- Involvement across investing, M&A execution, and portfolio value creation
- Opportunity to help build enduring businesses rather than preparing companies for exit
FAQs
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