Hybrid Investment Associate

Posted yesterday

Apply now

About the role

  • 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

Investment Associate

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job