Investment Origination Associate

Career Launch AI; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A leading financial services firm in New York seeks an Investment Origination Associate to support investment teams in identifying, evaluating, and structuring new investment opportunities. The role involves financial analysis, market research, and client relationship management, requiring a Bachelor’s degree and strong analytical skills. Ideal candidates will have familiarity with dimensions of corporate finance and investment structuring. This position offers an estimated total annual compensation of $140,000 to $185,000 and is full-time.

Qualifications

• Strong understanding of corporate finance and capital markets.
• Experience or coursework in investment banking or private equity is preferred.
• Strong interest in investments and strategic financial solutions.

Responsibilities

• Source and support new investment opportunities across asset classes.
• Conduct financial modeling and assess potential investments.
• Prepare investment memoranda and presentations.
• Research market trends and industry dynamics.

Skills

Financial modeling proficiency

Analytical skills

Attention to detail

Clear communication skills

Ability to manage multiple projects

Education

Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field

Tools

Excel

PowerPoint

Python

SQL

Job description

Investment Origination Associate
Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Investment Origination Associate position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in investment sourcing, capital deployment, and client engagement.

Actual openings may vary based on employer needs, target asset classes (e.g., private equity, credit, real estate, infrastructure), and investment focus.

For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/

Position Overview

Investment Origination Associates support investment teams by identifying, evaluating, and structuring new investment opportunities. The role combines financial analysis, market research, and client relationship management in dynamic investment environments.

These roles often involve close collaboration with senior investment professionals, deal teams, risk management, and legal groups to ensure opportunities are thoroughly analyzed, structured, and executed.

Key Responsibilities

• Source and support the execution of new investment opportunities across equity, debt, and alternative asset classes
• Conduct financial modeling, valuation, and scenario analysis to assess potential investments
• Prepare investment memoranda, pitch materials, and presentations for internal committees and external investors
• Research market trends, industry dynamics, and competitive landscapes to identify opportunities
• Assist in client engagement, relationship management, and tracking deal pipelines
• Collaborate with internal teams to ensure compliance, proper documentation, and smooth execution of investments
• Monitor portfolio performance and support reporting on capital deployment, returns, and risk metrics
• Identify potential areas for strategic growth and expansion of the investment pipeline

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
• Strong understanding of corporate finance, investment structuring, and capital markets
• Experience or coursework in investment banking, private equity, credit, or asset management (preferred but not required)
• Advanced analytical skills, financial modeling proficiency, and attention to detail
• Proficiency in Excel; familiarity with PowerPoint, Python, SQL, or other data tools is a plus
• Ability to manage multiple projects in a fast-paced, time-sensitive environment
• Clear written and verbal communication skills for client-facing and internal presentations
• Strong interest in investments, capital deployment, and strategic financial solutions

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

Skills-based role matching

Resume and profile optimization

Guidance on outreach to investment teams and hiring managers

Interview preparation for investment origination, financial analysis, and market assessment

To learn more or express interest in investment origination and related roles, visit: https://www.careerlaunch.ai/