Senior Investment Associate

Jobgether

3d

About The Position

This role provides a high-impact opportunity to lead investment analysis, due diligence, and transaction execution across diverse acquisition targets. The Senior Investment Associate will build sophisticated financial models, prepare valuation analyses, and deliver data-driven recommendations to support strategic roll-ups and portfolio management initiatives. This position involves collaborating closely with origination teams to source and evaluate acquisition opportunities while also supporting deal structuring, negotiation, and post-acquisition integration. The role demands a highly analytical, detail-oriented professional who thrives in a fast-paced, entrepreneurial environment and can independently drive complex deal workstreams. This position is ideal for candidates seeking exposure to strategic M&A activity, cross-functional collaboration, and high-growth investment operations.

Requirements

• Bachelor’s degree in finance, economics, business, or related field; advanced degree is a plus
• 6+ years of experience in investment banking, M&A, or private equity, with direct involvement in executing transactions from sourcing through closing
• Proven track record in buy-side M&A, ideally with experience in roll-up strategies, multi-site acquisitions, or consolidation plays
• Strong proficiency in financial statement analysis, Excel-based modeling, and enterprise valuation methodologies
• Highly analytical and detail-oriented with the ability to independently manage deal workstreams in a fast-paced environment
• Excellent written and verbal communication skills to present complex analyses to technical and non-technical stakeholders
• Thrives in entrepreneurial, high-growth environments and adapts effectively to evolving priorities

Responsibilities

• Lead due diligence on potential acquisition targets, preparing clear, actionable investment recommendations for senior leadership
• Build and maintain advanced Excel-based financial models to evaluate revenue synergies, cost optimizations, and integration scenarios
• Perform valuation analyses including DCF, comparable transactions, precedent M&A, and scenario modeling to inform acquisition decisions and monitor portfolio performance
• Collaborate with the origination team to identify, evaluate, and execute on strategic acquisition opportunities
• Support deal structuring, negotiation, and post-acquisition integration planning across multiple concurrent transactions
• Partner with cross-functional teams including operations, technology, and marketing to support transaction execution, underwriting, and portfolio management initiatives

Benefits

• Competitive salary and performance-based incentives
• Comprehensive healthcare coverage including medical, dental, and vision
• 401(k) retirement plan with company match
• Paid time off and federal holidays
• Opportunities for professional growth, mentorship, and career advancement
• Collaborative and entrepreneurial work environment with exposure to high-impact strategic transactions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level