Investment Associate - Private Debt & Equity

Associate Responsibilities

• Analyze and evaluate private equity and private credit investments across a wide range of industries.
• Develop investment theses.
• Perform detailed financial analysis and modeling.
• Aid in the writing of investment memos and present opportunities during investment committee discussions.
• Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors.
• Actively monitor portfolio performance.

Qualifications

• A four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence.
• Two-to-Four years of relevant experience: investment banking, equity research, private equity, corporate development.
• A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity.
• Strong interpersonal skills including written / oral communication and relationship building.