Investment Analyst/Associate
Associate / Senior Associate - Structured Equity & Opportunistic Investments
We are partnered with a leading investment platform seeking an Associate/Senior Associate to join its investment team. This role offers a unique opportunity to invest across structured equity, hybrid capital solutions, and opportunistic private equity transactions, providing broad exposure across the capital structure while maintaining a strong focus on equity value creation. The successful candidate will work directly with senior investors, take ownership of live transactions, and play a meaningful role in sourcing, evaluating, and executing complex investments.
What You'll Do
As a key member of the deal team, you will be responsible for evaluating and executing investments from initial screening through closing and portfolio management.
Core Responsibilities:
- Lead and support end-to-end execution of structured equity, junior capital, and opportunistic private equity investments
- Develop and maintain detailed financial models, including LBO, merger, recapitalization, and structured equity analyses
- Perform comprehensive investment due diligence, including market research, industry analysis, management meetings, and third-party advisor coordination
- Analyze opportunities across the capital structure with a focus on downside protection, risk-adjusted returns, and equity upside potential
- Prepare investment committee materials, presentations, and recommendation memos for senior leadership
- Participate in negotiation processes alongside management teams, lenders, legal advisors, and other transaction participants
- Monitor portfolio company performance and assist with strategic initiatives, operational improvements, and value creation efforts
- Synthesize large amounts of qualitative and quantitative information into clear investment recommendations
Investment Strategy Exposure
This position provides exposure to a differentiated investment mandate that combines elements of private equity and structured capital investing, including:
- Structured equity and hybrid capital solutions
- Control and non-control private equity transactions
- Junior capital and opportunistic investments across the capital structure
- Special situations and complex transaction opportunities
- Investments across financial services, business services, industrials, and infrastructure-related sectors
Ideal Background
We are interested in candidates with strong analytical capabilities and a demonstrated interest in fundamental investing.
Qualifications:
- 1-3 years of experience in investment banking, private equity, private credit, leveraged finance, capital solutions, M&A, or related investing roles
- Advanced financial modeling and valuation experience, including LBO and scenario analysis
- Strong understanding of both credit fundamentals and equity investment frameworks
- Experience participating in transaction execution and managing multiple workstreams simultaneously
- Exceptional attention to detail and ability to thrive in a fast-paced environment
- Strong written and verbal communication skills with the ability to present findings to senior stakeholders
- Bachelor's degree with a strong academic record
Who You Are
- Proven track record in a transaction-oriented environment
- Background from a top-tier investment bank, middle-market advisory platform, private equity firm, private credit fund, or alternative investment manager
- Naturally curious investor with a desire to evaluate businesses through both equity and credit lenses
- Entrepreneurial, highly motivated, and eager to assume responsibility early in your career
- Interested in developing into a long-term investor with increasing responsibility across execution, portfolio management, and origination
Why Join?
- Unique hybrid investing strategy combining private equity and structured capital investing
- Greater equity exposure and upside participation than traditional credit-focused roles
- Significant deal responsibility and visibility from day one
- Lean team environment with direct access to senior investment professionals
- Diverse transaction exposure across industries and investment structures
- Strong mentorship and professional development opportunities
- Clear path for advancement within a well-established global investment platform
FAQs
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