Investment Associate

Family Office; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Family Office in Houston is seeking an Investment Associate to support sourcing, evaluation, and execution of investments across private markets. You will work closely with senior leadership to develop pipeline, run financial models, and contribute to portfolio construction.

The role offers broad exposure across asset classes, a collaborative, high-performance environment, and opportunities to advance underwriting and due diligence skills within the growing family office platform.

Qualifications

• 2–4 years of experience in investment banking, private equity, credit, or a related investment role.
• Demonstrated ability to analyze investments and synthesize insights.
• Strong work ethic and willingness to operate in a lean, high-responsibility environment.
• High intellectual curiosity and collaborative mindset.

Responsibilities

• Support sourcing, evaluation, and execution of investments across private equity, venture capital, infrastructure, and related strategies.
• Conduct detailed investment analysis, including financial modeling, due diligence, and market research.
• Assist in underwriting fund investments, co-investments, secondaries, and direct opportunities.
• Prepare investment memos, presentations, and supporting materials for internal decision-making.
• Monitor existing portfolio investments and track performance across asset classes.
• Engage with external managers, sponsors, and counterparties to gather information and assess opportunities.
• Contribute to portfolio construction and capital deployment planning.
• Support ad hoc research and strategic initiatives across the investment platform.

Skills

Analytical skills

Financial modeling

Private markets interest

Investment evaluation

Communication skills

Job description

The Investment Associate will support the firm’s investment activities across private markets. The role involves working closely with senior leadership to source, evaluate, and execute investment opportunities while contributing to portfolio construction and ongoing monitoring. This individual will play a key role in underwriting and diligence efforts, operating within a collaborative, high-performance environment. The position offers broad exposure across asset classes and the opportunity to develop a comprehensive investing skill set within a growing family office platform.

Responsibilities

• Support sourcing, evaluation, and execution of investments across private equity, venture capital, infrastructure, and related strategies
• Conduct detailed investment analysis, including financial modeling, due diligence, and market research
• Assist in underwriting fund investments, co-investments, secondaries, and direct opportunities
• Prepare investment memos, presentations, and supporting materials for internal decision-making
• Monitor existing portfolio investments and track performance across asset classes
• Engage with external managers, sponsors, and counterparties to gather information and assess opportunities
• Contribute to portfolio construction and capital deployment planning
• Support ad hoc research and strategic initiatives across the investment platform

Qualifications

• 2–4 years of experience in investment banking, private equity, credit, or a related investment role

Required Skills

• Strong analytical and financial modeling capabilities
• Demonstrated interest in private markets investing across multiple asset classes
• Ability to evaluate complex investment opportunities and synthesize key insights efficiently
• Strong work ethic with willingness to operate in a lean, high-responsibility environment
• High intellectual curiosity, humility, and collaborative mindset
• Effective communication skills, both written and verbal