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
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.