Senior Investment Associate (Private Equity)

Intro description:

Core responsibilities:

• Conduct due diligence on prospective equity investments and prepare clear, data-driven investment recommendations for senior team members
• Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures
• Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments
• Partner with the origination team to identify, evaluate, and help close target counterparties
• Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing

Qualifications:

• Bachelor’s degree in a relevant field; advanced degrees encouraged
• 5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments
• Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation
• Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams
• Strong written and verbal communication skills with both technical and non-technical stakeholders
• Thrives in a fast-paced, growth-oriented environment