Associate, Direct Investments

About the role

The role requires strong investment judgment, analytical rigor, attention to detail, and the ability to synthesize qualitative and quantitative diligence into clear recommendations. This role will be based in New York, with periodic travel to Miami and additional business travel as part of the individual’s broader responsibilities.

Responsibilities

• Work closely with the broader investment team to support diligence, deal execution, portfolio management, and ad-hoc strategic projects across the family office.
• Conduct due diligence on operating companies, prepare investment memos, and evaluate potential new positions.
• Participate in the underwriting process for potential new public investments.
• Collaborate with the investment team to provide periodic portfolio updates to the family.

Requirements

• Experience relevant experience and skills as outlined above.

Qualifications

• Strong undergraduate academic record.
• 2–4 years of relevant experience in investment banking, private equity, growth equity, venture capital, asset management, hedge funds, corporate development, management consulting, or a similar investment-oriented role.

Skills

• Strong analytical and quantitative skills, including financial modeling, valuation, and company analysis.
• Ability to synthesize qualitative and quantitative diligence into clear investment recommendations.
• Detail-oriented, organized, and able to manage multiple workstreams simultaneously.
• Strong written, verbal, and presentation development skills.
• Proficiency in Excel and PowerPoint.

Pay

N/A

Schedule

N/A

Benefits

N/A