Investment Associate, Direct Equity - Irvine

About the role

The Associate will be closely involved in all aspects of Pathway’s direct equity investment platform. This includes assisting in the initial screening of new investment opportunities, supporting the investment process through various analyses and due diligence, preparing comprehensive investment memos, and overseeing the post-close monitoring process.

Responsibilities

• Assist in initial pre-screening of new direct equity investment opportunities
• Support the investment process by leading various analyses and due diligence processes for investment opportunities, including detailed financial modeling
• Cook with general partners, third-party consultants, and select clients to support due diligence and manage project timelines
• Prepare comprehensive investment memos and present recommendations to Pathway’s direct equity investment committee and select clients
• Absorb post-close monitoring process, including intake of monthly/quarterly reporting packages, tracking operating performance and debt compliance, assessing performance and outlook, and reporting
• Absorb investment analysts to ensure the quality of work and due diligence timeliness
• Assess and present performance/attribution analysis on an individual investment and total portfolio basis to investors

Requirements

• 1-3 years of private equity, investment banking, valuation, or consulting experience
• Undergraduate degree in Economics, Finance, Accounting, or Business Administration preferred
• Significant experience in investment underwriting, modeling, and valuation analysis preferred
• Extensive knowledge of the private equity asset class, including equity and debt capital markets
• Strong writing, presentation, and research skills
• Ability to work efficiently, meet deadlines, and coordinate effectively with teams
• Expertise in MS Excel, PowerPoint, and Word is required
• Proficiency with CapitalIQ is a plus

Qualifications

• 1-3 years of private equity, investment banking, valuation, or consulting experience
• Undergraduate degree in Economics, Finance, Accounting, or Business Administration preferred
• Significant experience in investment underwriting, modeling, and valuation analysis preferred
• Extensive knowledge of the private equity asset class, including equity and debt capital markets
• Strong writing, presentation, and research skills
• Ability to work efficiently, meet deadlines, and coordinate effectively with teams
• Expertise in MS Excel, PowerPoint, and Word is required
• Proficiency with CapitalIQ is a plus

Skills

• Private equity, investment banking, valuation, or consulting experience
• Undergraduate degree in Economics, Finance, Accounting, or Business Administration
• Significant experience in investment underwriting, modeling, and valuation analysis
• Extensive knowledge of the private equity asset class, including equity and debt capital markets
• Strong writing, presentation, and research skills
• Expertise in MS Excel, PowerPoint, and Word
• Proficiency with CapitalIQ

Benefits

• Flexible work format and collaborative yet autonomous culture
• Health insurance coverage is provided with a minimal payroll contribution
• Observation of ~10 bank holidays per year
• Generous vacation accrual
• One discretionary bonus per year
• Excellent 401(k) employer match

Pay

Pathway offers a highly competitive salary and excellent benefits package, which includes:

• Flexible work format and collaborative yet autonomous culture
• Health insurance coverage is provided with a minimal payroll contribution
• Observation of ~10 bank holidays per year
• Generous vacation accrual
• One discretionary bonus per year
• Excellent 401(k) employer match

Schedule

Pathway offers a flexible work schedule that supports both autonomy and collaboration.