Summer internship role in financial sector focusing on investigative processes and regulatory compliance. Collaborate with investigators and managers in performing analytical tasks related to Financial Crimes.
About the role
- Investment Associate conducting financial analysis, researching investment opportunities, and evaluating risks. Supporting investment decision-making and maintaining client relationships in a collaborative team environment.
Responsibilities
- Conduct comprehensive financial modeling, valuation analysis, and scenario planning (DCF, comparable company analysis, precedent transactions, etc.).
- Support due diligence efforts by evaluating financial statements, market data, competitive landscapes, and industry trends.
- Prepare investment memos and presentations for internal committees and stakeholders.
- Assist in structuring transactions, including term sheet review and cap table analysis.
- Identify and research potential investment opportunities.
- Maintain relationships with industry participants including bankers, brokers, founders, and advisors.
- Track market trends and provide insights to support investment strategy and thematic research.
- Monitor performance of existing investments by tracking KPIs, financial metrics, and operational milestones.
- Prepare quarterly reports, dashboards, and communication materials for senior leadership.
- Participate in strategic discussions with portfolio companies and assist in value-creation initiatives.
- Work closely with senior team members to support investment decision-making.
- Contribute to internal process improvements, data management, and research initiatives.
- Assist in preparing materials for external partners, investors, and key stakeholders.
Requirements
- Bachelor’s degree in Finance, Economics, Business, Accounting, or related field
- Master’s degree or MBA is a plus
- Certifications such as CFA, CAIA, or CPA are advantageous
- Strong financial modeling and analytical skills
- Proficiency in Excel and financial analysis tools
- Understanding of investment strategies, markets, and valuation methods
- Excellent communication and presentation abilities
- Strong attention to detail and problem-solving skills
- Ability to work under pressure and meet deadlines
- **Experience:**
- 1–3 years of experience in investment banking, private equity, asset management, or related financial roles
- Experience with due diligence and market research preferred
Benefits
- Competitive Salaries
- Hybrid working environment
- Paid time off
- Healthcare coverage
- A highly collaborative team environment that will support your professional and personal growth
- A culture of learning and innovation
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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