Investment Associate
About The Position
Work directly with the high-pedigree cofounders to lead investment thesis build, research & execution within a well capitalized investment platform. Own material components of the deal cycle, driving rigor & pace to support an acquisitive & entrepreneurial team. Why We Like This Diverse Exposure + Autonomous Execution: Engage across multiple sectors with contributions to thesis build, research & underwriting. Own significant parts of the investment lifecycle from diligence through to close. Active & Well-capitalized Investment Platform: The firm is experienced, focused, and backed by a highly networked family office with national scale and synergistic resources. Entrepreneurial Founders: Work closely with a tight-knit team, bringing top investment & operating experiences, to grow the portfolio through a heavy platform / bolt-on strategy with the lower middle market. Requirements Proven Deal Cycle Leadership: Track record of independently running diligence, thesis development, research, and operator outreach to drive smooth deal execution and timely investment decisionsâcritical for leading multiple closed acquisitions. Servant Leadership & Team Fit: Must embody the entrepreneurial spirit and collaborative mindset that aligns with a culture of servant leadership and a can-do attitude, ensuring seamless integration with the team. High-Quality Analytical Rigor: Consistently delivering top-tier research, financial models, and investment analysis to support partners with precise diligence and value-creation planning for strategic investment decisions.
Requirements
- Proven Deal Cycle Leadership: Track record of independently running diligence, thesis development, research, and operator outreach to drive smooth deal execution and timely investment decisionsâcritical for leading multiple closed acquisitions.
- Servant Leadership & Team Fit: Must embody the entrepreneurial spirit and collaborative mindset that aligns with a culture of servant leadership and a can-do attitude, ensuring seamless integration with the team.
- High-Quality Analytical Rigor: Consistently delivering top-tier research, financial models, and investment analysis to support partners with precise diligence and value-creation planning for strategic investment decisions.
Responsibilities
- Lead investment diligence: Manage end-to-end diligence processes including financial modeling, valuation, and operational analysis to support platform and add-on acquisitions.
- Research and evaluate opportunities: Conduct market research, industry analysis, and primary research calls to identify and assess new investment prospects.
- Transaction management: Coordinate deal execution activities such as managing data rooms, preparing investment memoranda, and liaising with external advisors.
- Portfolio support: Assist with value creation initiatives and strategic projects for existing portfolio companies, dedicating about 30% of time to portfolio maintenance.
- Collaborate with leadership: Work closely with partners to develop investment theses, refine strategies, and drive high-quality deliverables with a servant-leader mindset.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
