Strategic Investment Associate- Venture Capital

Location: New York

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About this role:

The Strategic Investments team is seeking a highly motivated investment professional to support the sourcing, evaluation, execution, and portfolio management of strategic investment opportunities. Working alongside senior investment professionals, this individual will play a key role in the investment lifecycle, from underwriting and due diligence through portfolio monitoring and value creation.

The ideal candidate will combine strong analytical capabilities, financial modeling expertise, intellectual curiosity, and a passion for technology and innovation.

This role offers significant exposure to venture capital and private equity transactions while partnering closely with internal stakeholders and external industry  this role you will:

Support the identification, evaluation, execution, and ongoing monitoring of investment opportunities as part of an established deal team Conduct portfolio management activities, industry analysis, market research, and competitive intelligence to support investment decision-making

Gather, analyze, and synthesize complex data sets, leveraging advanced analytics and leading AI-enabled research tools

Develop and maintain financial models related to prospective and existing investments, including valuation analyses, scenario modeling, restructurings, recapitalizations, and liquidity events

Assist in the preparation of investment committee memoranda, transaction materials, and portfolio reviews

Coordinate with internal stakeholders to facilitate transaction approvals, documentation, execution, and investment booking processes

Build and maintain relationships across the venture capital, private equity, and broader innovation ecosystem, while partnering closely with internal teams including Investment Banking, Wealth & Investment Management, and Innovation

Required Qualifications:

2+ years of experience in Strategic Investment Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired

Qualifications:

2+ years of experience in investment banking

Completion of, or expected completion of, a formal investment banking analyst or associate training program

Strong financial modeling and valuation capabilities, including experience with discounted cash flow analysis, comparable company analysis, precedent transactions, and scenario analysis

Exceptional analytical, quantitative, and problem-solving skills with strong attention to detail

Solid accounting and financial statement analysis skills

Experience evaluating, structuring, and executing private equity, venture capital, growth equity, or credit-related transactions

Demonstrated interest in, or experience within, fintech, financial services, wealth tech, or broader technology sectors

Advanced proficiency in Microsoft Excel, PowerPoint, Word, and Outlook Excellent written, verbal, and interpersonal communication skills

High degree of integrity, professionalism, accountability, and teamwork

Self-starter with the ability to manage multiple work streams and thrive in a fast-paced, entrepreneurial environment

Relevant graduate degree preferred.

Posting

Location:

150 E 42nd Street New York, New York 10017

Base Salary Range New York, New York $ - $ USD Annual Salary range is determined by location of the job. May be considered for a…