Investment Associate
What You'll Do. Associates are integral members of the investment team. From day one, you'll take on meaningful responsibility and contribute across the full investment lifecycle - from sourcing and evaluating opportunities to supporting portfolio company growth. The role builds on your prior experience while affording you exposure to a wide range of opportunities that will further develop your skills and perspective in private equity.
- Screening New Investments: Identify and evaluate new opportunities, manage information flow, and coordinate key legal documentation (NDAs, CIMs, etc.).
- Financial Analysis: Build financial models, perform valuations, and provide data-driven insights that shape investment decisions.
- Industry & Market Research: Go deep on sectors and trends to uncover where real opportunities lie.
- Due Diligence: Lead diligence efforts, collaborate with third-party providers, and ensure investment theses and analyses are rock-solid.
- Deal Execution: Support negotiations and review documentation for acquisitions, add-ons, financings, and amendments.
- Investment Materials: Craft clear, compelling memos that distill complexity into actionable insights for the Investment Committee.
- Portfolio Monitoring: Track performance through monthly financials, oversee quarterly valuations, and prepare reporting packages.
- Business Development: Contribute to sourcing, thematic research, and investor relations-Associates here get broad exposure, not narrow lanes.
What We're Looking For. We're seeking a resourceful, driven professional who thrives in entrepreneurial settings and is eager to contribute meaningfully to a close-knit investment team.
- Bachelor's degree with outstanding academic performance
- 2+ years in investment banking, consulting, transaction advisory, or private equity
- Proven strength in financial modeling, valuation, and company analysis
- Sharp analytical and research skills paired with sound judgment
- Mastery of Excel, PowerPoint, and Word
- Strong communicator with the ability to distill insights and build trust with stakeholders
- Self-starter with a bias for action and impeccable attention to detail
- Comfortable working independently and in small, highly collaborative deal teams
- Professional maturity and the ambition to grow with the firm
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.