Investment Associate, Lower-Middle Market PE

Access Holdings; New York (NY); Hybrid; USD 100,000 - 250,000; Full time

Job summary

A leading alternative asset manager in New York is seeking a candidate with investment banking or consulting experience for a role focused on investment transactions and portfolio management. Responsibilities include conducting due diligence, creating financial models, and supporting fundraising efforts. Ideal candidates should have 2-4 years of relevant experience and strong analytical skills. Compensation ranges from $100,000 to $250,000 annually, primarily based in Baltimore with a commute from New York.

Qualifications

• 2-4 years of investment banking or consulting experience; or 3-4 years of transaction advisory services experience.
• Outstanding financial modeling and analytical skills.
• Strong understanding of accounting and finance.

Responsibilities

• Profile investment themes and conduct due diligence.
• Conduct market research and qualify investment opportunities.
• Create deal flow database and maintain due diligence reports.
• Prepare investment memos and present findings.
• Construct financial models and perform risk analysis.
• Coordinate execution of investment transactions.
• Monitor performance of portfolio investments.

Skills

Investment banking experience

Financial modeling

Analytical skills

Understanding of accounting

Microsoft Excel competency

Microsoft PowerPoint competency

Job description

A leading alternative asset manager in New York is seeking a candidate with investment banking or consulting experience for a role focused on investment transactions and portfolio management. Responsibilities include conducting due diligence, creating financial models, and supporting fundraising efforts. Ideal candidates should have 2-4 years of relevant experience and strong analytical skills. Compensation ranges from $100,000 to $250,000 annually, primarily based in Baltimore with a commute from New York.