Senior Investment Associate

Selby Jennings

California (MO)

On-site

USD 100,000 - 150,000

Full time

14 days+

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Job summary

An investment firm is seeking a Senior Investment Associate in California, US, to join its investment team. This role involves sourcing and evaluating tech and B2B SaaS investment opportunities, leading financial analysis and M&A execution. The ideal candidate will have 2-5+ years of experience in investment banking or private equity, strong analytical and communication skills, and exposure to tech-enabled services. This position offers the chance to work closely with the leadership team on impactful transactions.

Qualifications

2-5+ years of investment banking and private equity experience.
Strong exposure to tech, SaaS, or tech-enabled services.
Solid M&A experience.

Responsibilities

Source and evaluate investment opportunities.
Lead financial analysis, modeling, and diligence.
Support M&A execution.
Partner cross-functionally with tech/product/transformation teams.
Prepare investment materials and support decision processes.

Skills

Financial analysis

Modeling

Analytical skills

Communication skills

Job description

A newly launched investment platform is building a next‑generation model that acquires tech, tech‑enabled, and services businesses and drives AI‑powered transformation to fuel growth.

About the Role

The firm is seeking a Senior Investment Associate to join its investment team. This individual will be involved across sourcing, diligence, underwriting, and execution of acquisitions, with a focus on tech, B2B SaaS, and tech‑enabled services. This is a hands‑on role working directly with the leadership team on high‑impact transactions.

Responsibilities