Senior Investment Associate: Funds & Diligence Lead

Coda Search│Staffing; New York (NY); On-site; USD 140,000 - 210,000; Full time

Job summary

Coda Search│Staffing is seeking a seasoned investment professional for an NYC-based role that focuses on sourcing, evaluating, and leading execution across asset classes, geographies, and strategies.

The role emphasizes due diligence on managers and co-investments, building robust financial models, performance analyses, and preparing investment memoranda for the board and CIO. Collaboration with senior stakeholders is essential.

Qualifications

• 6-10 years investment experience at family offices, endowments, foundations, or asset managers.
• Strong quantitative and qualitative analysis.

Responsibilities

• Investment Research: Source, evaluate, and lead execution on opportunities across asset classes, strategies, sectors, and geographies.
• Due Diligence: Conduct qualitative and quantitative diligence on managers, co-investments and thematic opportunities.
• Analytics & Modeling: Build financial models, performance analyses and investment framework.
• Board & Management Reporting: prepare investment memoranda for the board, CIO, and senior stakeholders.

Skills

Investment research

Due diligence

Financial modeling

Investment reporting

Job description

Coda Search│Staffing is seeking a seasoned investment professional for an NYC-based role that focuses on sourcing, evaluating, and leading execution across asset classes, geographies, and strategies.

The role emphasizes due diligence on managers and co-investments, building robust financial models, performance analyses, and preparing investment memoranda for the board and CIO. Collaboration with senior stakeholders is essential.