About the role

  • Investment Associate supporting Pathway’s direct equity investment team in pre-screening and analysis of investment opportunities. Involves collaboration with general partners, due diligence processes, and performance evaluation.

Responsibilities

  • Assist in initial pre-screening of new direct equity investment opportunities
  • Support the investment process by leading various analyses and due diligence processes for investment opportunities, including detailed financial modeling
  • Coordinate with general partners, third-party consultants, and select clients to support due diligence and manage project timelines
  • Prepare comprehensive investment memos and present recommendations to Pathway’s direct equity investment committee and select clients
  • Assist in the post-close monitoring process, including intake of monthly/quarterly reporting packages, tracking operating performance and debt compliance, assessing performance and outlook, and reporting
  • Oversee investment analysts to ensure quality of work and due diligence timeliness
  • Assess and present performance/attribution analysis on an individual investment and total portfolio basis to investors

Requirements

  • 1-3 years of private equity, investment banking, valuation, or consulting experience
  • Undergraduate degree in Economics, Finance, Accounting, or Business Administration preferred
  • Extensive knowledge of the private equity asset class, including equity and debt capital markets
  • Significant experience in investment underwriting, modeling, and valuation analysis preferred
  • Strong writing, presentation, and research skills
  • Ability to work efficiently, manage to deadlines, and coordinate effectively with teams
  • Expertise in MS Excel, PowerPoint, and Word is required
  • Proficiency with CapitalIQ is a plus

Benefits

  • Flexible work format and collaborative yet autonomous culture.
  • Health insurance coverage is provided with a minimal payroll contribution.
  • Observation of ~10 bank holidays per year and generous vacation accrual and one discretionary bonus per year.
  • Excellent 401(k) employer match.

Job title

Investment Associate, Direct Equity

Job type

Experience level

JuniorMid level

Salary

$100,000 - $140,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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