Investment Associate

Talently; Baltimore (MD); On-site; USD 120,000 - 180,000; Full time

Job summary

Talently is seeking an Investment Associate in Baltimore to join a sophisticated platform bridging venture capital and private equity. You will work with senior professionals across sourcing, due diligence, financial analysis, and portfolio oversight to shape high-impact investment decisions.

Responsibilities include building financial models, conducting due diligence, preparing memoranda, and tracking portfolio performance while collaborating with management and external partners.

Qualifications

• Professional experience in investment banking, private equity, venture capital, or a closely related investment role.
• Strong financial modeling, valuation, and analytical capabilities.
• Working knowledge of mergers and acquisitions, transaction processes, and deal structuring.
• Ability to analyze financial statements, operating metrics, market data, and investment risks.
• Experience preparing investment committee presentations and written investment analysis.
• Exceptional attention to detail, organization, communication, and problem-solving skills.
• Bachelor’s degree in finance, economics, accounting, business, or a related discipline.

Responsibilities

• Evaluate new investment opportunities through market research, industry analysis, and financial assessment.
• Build and maintain detailed financial models, valuation analyses, and investment committee materials.
• Conduct due diligence across financial, commercial, operational, and strategic areas.
• Support deal execution, including transaction structuring, documentation, and coordination with external advisors.
• Prepare investment memoranda, presentations, and updates for senior investment professionals.
• Monitor portfolio company performance, key operating metrics, and value creation initiatives.
• Track industry trends, competitive dynamics, and emerging investment themes.
• Collaborate with management teams, intermediaries, lenders, legal counsel, and other transaction partners.

Skills

Investment background

Financial modeling

Valuation

Due diligence

Portfolio monitoring

Communication

M&A knowledge

VC/PE exposure

CFA / advanced degree

Education

Bachelor's degree in finance, economics, accounting, business, or related

Job description

About The Opportunity:

Join a sophisticated investment platform operating at the intersection of venture capital and private equity, with a focus on identifying compelling opportunities and creating long-term value. This role offers the opportunity to work closely with experienced investment professionals across sourcing, due diligence, financial analysis, transaction execution, and portfolio company oversight. As an Investment Associate, you will contribute to high-impact investment decisions while developing broad exposure to the private markets.

Responsibilities:

• Evaluate new investment opportunities through market research, industry analysis, and financial assessment.
• Build and maintain detailed financial models, valuation analyses, and investment committee materials.
• Conduct due diligence across financial, commercial, operational, and strategic areas.
• Support deal execution, including transaction structuring, documentation, and coordination with external advisors.
• Prepare investment memoranda, presentations, and updates for senior investment professionals.
• Monitor portfolio company performance, key operating metrics, and value creation initiatives.
• Track industry trends, competitive dynamics, and emerging investment themes.
• Collaborate with management teams, intermediaries, lenders, legal counsel, and other transaction partners.

Must-Have Skills:

• Professional experience in investment banking, private equity, venture capital, or a closely related investment role.
• Strong financial modeling, valuation, and analytical capabilities.
• Working knowledge of mergers and acquisitions, transaction processes, and deal structuring.
• Ability to analyze financial statements, operating metrics, market data, and investment risks.
• Experience preparing investment committee presentations and written investment analysis.
• Exceptional attention to detail, organization, communication, and problem-solving skills.
• Bachelor’s degree in finance, economics, accounting, business, or a related discipline.

Nice-to-Have Skills:

• Experience evaluating technology, healthcare, business services, or other high-growth investment sectors.
• Exposure to portfolio company monitoring, operational improvement, or value creation initiatives.
• Advanced Excel and financial modeling expertise, including experience with relevant market data platforms.
• Experience with both venture capital and private equity investment strategies.
• Prior involvement in sourcing proprietary investment opportunities or managing intermediary relationships.
• Professional certifications such as CFA or progress toward an advanced business degree.