Investment Associate

SelectOne; Buffalo (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

SelectOne, a strategic recruitment firm, partners with organizations to secure top talent and is seeking an Investment Associate for an early-career finance role. The position supports investment programs, portfolio management, investor relations, fundraising, and special projects, with opportunities in startups and venture capital.

The role involves market research, financial modeling, due diligence, and coordination with investors and entrepreneurs.

Qualifications

• Bachelor’s degree in finance, economics, business, mathematics, or related quantitative field.
• 1–2 years of relevant experience through internships, academic projects, or professional roles in finance, consulting, investment, data analysis, or a related field.
• Interest or experience in startups, venture capital, private equity, entrepreneurship, or early-stage companies.
• Strong financial analysis, quantitative, and problem-solving skills.
• Strong Excel skills and comfort with financial and analytical tools.
• Excellent written and verbal communication skills.
• Strong organizational and project management skills with the ability to manage multiple priorities.
• Ability to work independently and collaboratively with a variety of stakeholders.
• Experience with CRM, fund management, or financial software is a plus.
• Willingness to participate in occasional evening events and travel as needed.

Responsibilities

• Source and screen prospective investment opportunities.
• Conduct market research, financial analysis, due diligence, and competitive analysis.
• Develop financial models, investment memos, presentations, and other investment materials.
• Support investment committee activities and financing transactions.
• Monitor portfolio company performance, milestones, and reporting requirements.
• Assist portfolio companies with identifying needs, resources, and potential solutions.
• Support investor communications, reporting, and relationship management.
• Assist with fundraising efforts and development of new financing programs.
• Support fund operations, compliance, documentation, and reporting.
• Coordinate with internal teams, entrepreneurs, investors, professional advisors, and external partners.
• Participate in outreach, networking, and events supporting the organization’s investment and entrepreneurship initiatives.
• Support special projects and other strategic initiatives as needed.

Skills

Financial analysis

Quantitative skills

Problem solving

Excel

Communication

Time management

Teamwork

Independent work

Education

Bachelor’s degree in Finance, Economics, Business, Mathematics, or related quantitative field

1–2 years of relevant experience in finance, consulting, investment, data analysis, or related field

Tools

CRM software

Financial software

Job description

About SelectOne:

SelectOne is a strategic recruitment firm, partnering with organizations to secure top talent. Learn more here: https://www.selectonellc.com/

About the Company Hiring:

Our client is a growing organization focused on supporting entrepreneurship, innovation, and early-stage businesses through investment and financing programs. The organization works closely with entrepreneurs, investors, business partners, and community stakeholders to provide capital, resources, and strategic support to emerging companies.

About the Opportunity:

The Investment Associate will support investment programs, portfolio management, investor relations, fundraising, and special projects. This is an excellent opportunity for an early-career finance professional interested in startups, venture capital, entrepreneurship, and working with growing businesses.

Responsibilities:

• Source and screen prospective investment opportunities.
• Conduct market research, financial analysis, due diligence, and competitive analysis.
• Develop financial models, investment memos, presentations, and other investment materials.
• Support investment committee activities and financing transactions.
• Monitor portfolio company performance, milestones, and reporting requirements.
• Assist portfolio companies with identifying needs, resources, and potential solutions.
• Support investor communications, reporting, and relationship management.
• Assist with fundraising efforts and development of new financing programs.
• Support fund operations, compliance, documentation, and reporting.
• Coordinate with internal teams, entrepreneurs, investors, professional advisors, and external partners.
• Participate in outreach, networking, and events supporting the organization’s investment and entrepreneurship initiatives.
• Support special projects and other strategic initiatives as needed.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, Mathematics, or a related quantitative field.
• 1–2 years of relevant experience through internships, academic projects, or professional roles in finance, consulting, investment, data analysis, or a related field.
• Interest or experience in startups, venture capital, private equity, entrepreneurship, or early-stage companies.
• Strong financial analysis, quantitative, and problem-solving skills.
• Strong Excel skills and comfort with financial and analytical tools.
• Excellent written and verbal communication skills.
• Strong organizational and project management skills with the ability to manage multiple priorities.
• Ability to work independently and collaboratively with a variety of stakeholders.
• Experience with CRM, fund management, or financial software is a plus.
• Strong interest in supporting entrepreneurs and growing businesses.
• Willingness to participate in occasional evening events and travel as needed.