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Permanent
On-Site
Investment Associate
Recruiter: Codi Mccommon
New York, NY
Job ID
495
Industry
Private Equity
Experience level
Associate
Salary range:
$120,000 - $140,000
JOB BENEFITS
- Collaborative, team-oriented investment culture with direct access to senior decision-makers.
- Broad exposure across the full investment lifecycle, from sourcing through portfolio management.
- Opportunities for accelerated learning and professional growth within a scalable investment platform.
- Competitive compensation package, including salary and benefits.
- Commitment to equal employment opportunity and fostering a diverse, inclusive workplace.
OVERVIEW
This role presents a strong opportunity for an Investment
Associate to join a high-performing private credit investment platform focused
on growth-oriented technology-enabled businesses. The position offers direct
exposure to deal sourcing, underwriting, execution, and portfolio management
within a lean and collaborative investment team. The successful candidate will
play a central role in evaluating new investment opportunities, supporting
transaction execution, and monitoring portfolio performance while developing
deep expertise across multiple sectors and capital structures.
QUALIFICATIONS
- 2–4 years of relevant professional experience, including investment banking and hands-on investing exposure.
- Experience analyzing and structuring private credit investments; exposure to restructuring or special situations is advantageous.
- Strong financial modeling and analytical capabilities, with comfort working through complex capital structures.
- Excellent written and verbal communication skills, with the ability to distill complex issues into clear, actionable insights.
- Resourceful, independent thinker capable of making informed decisions with incomplete information.
- Process-oriented mindset with an emphasis on scalability, discipline, and data-driven analysis.
- Bachelor’s degree with a strong academic and extracurricular record.
Preferred
- Experience across technology-enabled sectors such as fintech, software, ecommerce, media, or supply chain.
- Exposure to early-stage or growth equity investing.
- Demonstrated interest in both value-oriented and growth-oriented investment frameworks.
- Progress toward or completion of the Chartered Financial Analyst (CFA) designation.
Key Competencies & Attributes
- Rigorous analytical and financial modeling skills
- Sound investment judgment and intellectual curiosity
- Strong attention to detail and execution discipline
- Clear, concise written communication
- Ability to collaborate effectively in a flat, high-accountability environment
- Comfort balancing speed with precision
- High ethical standards and professional integrity
KEY RESPONSIBILITIES
Investment Analysis & Research
- Evaluate prospective investment opportunities by identifying key drivers of cash flow, risk, and enterprise value.
- Build and maintain detailed financial models, including scenario and sensitivity analyses to assess downside protection and return potential.
- Conduct primary and secondary research to develop independent investment perspectives.
- Organize, lead, and synthesize diligence discussions with industry experts, management teams, and external advisors.
Deal Execution
- Support senior investment professionals during term negotiation through rigorous quantitative and qualitative analysis.
- Perform stress testing and downside analysis to inform covenant structures, triggers, and risk mitigants.
- Prepare term sheets and coordinate with legal counsel throughout documentation and closing processes.
- Produce clear, well-structured investment memoranda and presentation materials for internal decision-making.
Portfolio Monitoring
- Maintain a deep understanding of portfolio company performance, operating metrics, and competitive positioning.
- Monitor macroeconomic, industry, and company-specific developments impacting portfolio risk and returns.
- Prepare periodic performance updates and analytical reporting for internal committees and limited partners.
- Contribute insights to portfolio construction and ongoing risk management discussions.
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