Investment Associate

Talently; Boston (MA); On-site; USD 100,000 - 150,000; Full time

Job summary

Talently in Boston is seeking an Investment Associate to contribute to sourcing, due diligence, financial analysis, and transaction execution across private markets.

You will build detailed models, prepare memoranda for the investment committee, monitor portfolio metrics, and collaborate with management teams and external advisors.

The role offers exposure to venture capital and private equity, with opportunities to influence high-impact investment decisions.

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 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 experience

Financial modeling

Valuation

M&A knowledge

Analytical skills

Communication skills

Investment committee presentations

Education

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

Job description

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.