Investment Associate
About The Position
The Investment Associate will partner closely with the Chief Financial Officer and senior leadership to source, evaluate, execute, and manage investments across the corporate portfolio. The role is responsible for building and owning financial models and valuation analyses, leading diligence workstreams and preparing clear investment materials for the Investment Committee. In addition to transaction execution, the Investment Associate supports financing and capital markets activities, including lender communications, underwriting packages, and ongoing reporting. Post-investment, the role helps drive value creation by monitoring portfolio performance, supporting operational and strategic initiatives with management teams, tracking KPIs, and coordinating integration efforts for new acquisitions. This position is best suited for a highly analytical, execution- oriented professional who thrives in a fast-paced, entrepreneurial environment and can manage multiple workstreams with high discretion and accountability.
Requirements
- Bachelor’s degree in finance, Accounting, Economics, or related field
- 5 years of experience in investment banking, private equity, or a family office
- Strong financial modeling and valuation skills
- Experience working on live transactions
- Advanced proficiency in Excel and PowerPoint
- Financial modeling and valuation (DCF, LBO, comp multiples, sensitivity analysis)
- Analytical rigor and sound investment judgment
- Due diligence execution (financial, operational, commercial, and market)
- Deal process management (workplan ownership, timelines, and cross-functional coordination)
- Clear executive communication (investment memos, presentations, and stakeholder updates)
- Relationship management with lenders, advisors, and operating partners
- Operational mindset and KPI-driven performance management
- High accountability, discretion, and ability to prioritize in a fast-paced environment
Responsibilities
- Be a key player for the Family Office and evaluate new deals and investment opportunities across automotive, healthcare, real estate, and special situations
- Build and own detailed financial models
- Lead diligence workstreams across financial, operational, and market analysis
- Prepare investment memos and present directly to the Investment Committee
- Support structuring, negotiation, and closing of transactions
- Work closely with CFO and Managing Director of the Family Office on Financing requests with the lenders
- Interface directly with banks, lenders, and capital providers
- Support underwriting packages, credit materials, and lender presentations
- Analyze capital structures and optimize cost of capital
- Assist in managing banking relationships and ongoing reporting
- Monitor performance across portfolio companies vs. plan
- Work directly with operating teams on financial and strategic initiatives
- Identify cost efficiencies, growth opportunities, and operational improvements
- Support integration of new acquisitions
- Drive accountability through KPI tracking and performance analysis
- Support the CFO in high-impact strategic initiatives
- Assist in building institutional processes (reporting, dashboards, governance)
- Prepare materials for investors, lenders, and internal leadership
- Maintain high-quality data rooms and transaction documentation
- Support ad hoc research and benchmarking across industries, markets, and comparable transactions
- Assist with meeting coordination, agenda preparation, and follow-up for Investment Committee and lender meetings
- Participate in special projects as assigned by the CFO or senior leadership (process improvements, systems, or reporting enhancements)
- Provide backup support to finance/operations teams during peak periods, including data requests and internal reporting
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
