Investment Origination Strategist

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

An investment firm in New York, NY is seeking an Investment Origination Specialist to support investment teams by identifying and structuring new investment opportunities across markets. This role involves financial analysis, market research, and relationship management to drive deal flow. Ideal candidates should have a Bachelor's degree in finance, strong analytical skills, and proficiency in Excel. Experience in investment origination or private equity is preferred. Competitive compensation offered.

Qualifications

• Understanding of investment instruments and capital markets.
• Experience or coursework in investment origination or private equity.
• Ability to manage multiple projects in dynamic environments.

Responsibilities

• Identify and source new investment opportunities.
• Conduct financial analysis and due diligence.
• Build and maintain financial models and investment memos.
• Collaborate with portfolio managers and deal teams.

Skills

Financial analysis

Market research

Analytical skills

Relationship management

Communication skills

Education

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

Tools

Excel

CRM systems

SQL

Job description

An investment firm in New York, NY is seeking an Investment Origination Specialist to support investment teams by identifying and structuring new investment opportunities across markets. This role involves financial analysis, market research, and relationship management to drive deal flow. Ideal candidates should have a Bachelor's degree in finance, strong analytical skills, and proficiency in Excel. Experience in investment origination or private equity is preferred. Competitive compensation offered.