Investment Associate

Work directly with the high-pedigree cofounders to lead investment thesis build, research & execution within a well capitalized investment platform. Own material components of the deal cycle, driving rigor & pace to support an acquisitive & entrepreneurial team.

• Diverse Exposure & Autonomous Execution:
  Engage across multiple sectors with contributions to thesis build, research & underwriting. Own significant parts of the investment lifecycle from diligence through to close.
• Active & Well-capitalized Investment Platform:
  The firm is experienced, focused, and backed by a highly networked family office with national scale and synergistic resources.
• Entrepreneurial Founders:
  Work closely with a tight-knit team, bringing top investment & operating experiences, to grow the portfolio through a heavy platform / bolt-on strategy with the lower middle market.

• Proven Deal Cycle Leadership:
  Track record of independently running diligence, thesis development, research, and operator outreach to drive smooth deal execution and timely investment decisions—critical for leading multiple closed acquisitions.
• Servant Leadership & Team Fit:
  Must embody the entrepreneurial spirit and collaborative mindset that aligns with a culture of servant leadership and a can‑do attitude, ensuring seamless integration with the team.
• High-Quality Analytical Rigor:
  Consistently delivering top‑tier research, financial models, and investment analysis to support partners with precise diligence and value‑creation planning for strategic investment decisions.

• Lead investment diligence:
  Manage end‑to‑end diligence processes including financial modeling, valuation, and operational analysis to support platform and add‑on acquisitions.
• Research and evaluate opportunities:
  Conduct market research, industry analysis, and primary research calls to identify and assess new investment prospects.
• Transaction management:
  Coordinate deal execution activities such as managing data rooms, preparing investment memoranda, and liaising with external advisors.
• Portfolio support:
  Assist with value creation initiatives and strategic projects for existing portfolio companies, dedicating about 30% of time to portfolio maintenance.
• Collaborate with leadership:
  Work closely with partners to develop investment theses, refine strategies, and drive high-quality deliverables with a servant‑leader mindset.

$215,000 - $240,000 a year