Investment Associate: Sourcing, Modeling & Strategy

LeoForce; Houston (TX); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Health insurance

PTO

401(k) match

Job summary

LeoForce in Houston, TX is seeking an Investment Associate to work alongside senior family-office leaders evaluating opportunities and supporting strategic initiatives across the portfolio. You will perform modeling, valuation, and underwriting, while gaining exposure to decision-makers in a lean, entrepreneurial environment.

You should have 2–4+ years in investment banking, private equity, or related fields, with strong financial skills.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 2–4+ years of transaction or investment experience preferred.
• Investment banking experience is highly desirable.
• Candidates from private equity, corporate development, transaction advisory, equity research, or similar backgrounds will also be considered.
• Strong financial modeling, valuation, and analytical skills.

Responsibilities

• Identify, research, and screen potential investment and acquisition opportunities.
• Build and maintain a pipeline of prospective investments.
• Perform detailed financial modeling, valuation, and investment underwriting.
• Analyze financial statements, operating performance, market dynamics, and potential returns.
• Conduct industry and market research to identify attractive investment themes and opportunities.
• Support due diligence and transaction evaluation.
• Prepare investment recommendations, presentations, and materials for senior leadership.
• Participate in strategic discussions surrounding prospective investments.
• Generate ideas and proactively identify new investment opportunities.
• Work directly with existing portfolio companies on strategic and financial initiatives.
• Support senior leadership with ad hoc financial, investment, and strategic analysis.
• Continuously improve financial models, underwriting processes, investment materials, and diligence procedures.
• Participate in meetings with business owners, management teams, advisors, and other transaction counterparties.
• Travel periodically for meetings, conferences, diligence, and business development

Skills

Financial modeling

Valuation

Analytical thinking

Strategic thinking

Communication skills

Excel

Business acumen

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Business

Tools

Excel

PowerPoint

Job description

LeoForce in Houston, TX is seeking an Investment Associate to work alongside senior family-office leaders evaluating opportunities and supporting strategic initiatives across the portfolio. You will perform modeling, valuation, and underwriting, while gaining exposure to decision-makers in a lean, entrepreneurial environment.

You should have 2–4+ years in investment banking, private equity, or related fields, with strong financial skills.