Investment Execution Specialist

TEEMA Solutions Group; New York (NY); Hybrid; USD 145,000 - 185,000; Full time

Job summary

A financial services company is seeking an Investment Execution Specialist for their New York office. The role involves supporting the execution of mergers, acquisitions, and strategic transactions, collaborating closely with investment teams, and performing detailed financial analyses. Ideal candidates should have strong skills in financial modeling and due diligence coordination and experience in transaction execution. This position offers a competitive salary ranging from $145,000 to $185,000 depending on experience.

Qualifications

• Experience in executing strategic investments and transactions.
• Strong analytical and financial modeling skills.
• Ability to collaborate with cross-functional teams.

Responsibilities

• Support execution of acquisitions and investments from diligence to close.
• Build and maintain financial and execution models.
• Coordinate due diligence processes across various areas.

Skills

Financial analysis

Valuation modeling

Due diligence coordination

Job description

Full-time, Part-time, Contract, Temporary, Internship, Casual

Hybrid | New York, NY, United States

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $145,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Investment Execution Specialist position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with transaction execution and investment operations roles. Actual openings vary depending on employer needs.

For more information on the Career Launch AI Talent Network, visit:
https://initiocapital.com/assessment

Position Overview

Investment Execution Specialists support the execution of strategic investments and transactions, including mergers and acquisitions (M&A), minority investments, and partnership transactions. These roles focus on coordinating diligence, financial analysis, and deal execution workflows, and often involve close collaboration with investment teams, finance, legal, operations, and senior leadership.

Key Responsibilities

• Support execution of acquisitions, investments, and strategic transactions from diligence through close
• Build and maintain financial, valuation, and execution-support models
• Coordinate due diligence processes across financial, product, customer, operational, and technology areas