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

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.