Senior Investment Associate, WAM

Global Impact Investing Network; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

An innovative firm is seeking a Sr. Associate to join a mission-driven team focused on women's empowerment through impactful investments. This role offers the chance to contribute to developing best practices in a new platform that invests in Developed Markets. You will engage in key aspects of the investment process, including deal evaluation, portfolio management, and impact monitoring. With a focus on delivering market returns while making a measurable difference, this long-term career opportunity is perfect for someone passionate about driving change and building from the ground up.

Qualifications

• 5-7 years of experience in private equity, M&A advisory, or related fields.
• Strong financial analysis and modeling skills.

Responsibilities

• Support deal evaluation, diligence, and investment underwriting.
• Participate in portfolio management and impact measurement.

Skills

Financial Analysis

Modeling

Recommendation Writing

Interpersonal Skills

Strategic Thinking

Education

MBA

Job description

The DM team within WAM is seeking a highly motivated individual with an interest in:

1. Joining a new platform that will invest in select Developed Markets,
2. Contributing to developing the culture, best practices, and track record of DM efforts from the ground up,
3. Making a measurable impact on women’s empowerment and equity across various Developed Markets through investments and involvement with investee companies and their ecosystems, while delivering market returns to investors.

As a Sr. Associate, you will work with both the DM and WAM teams on key aspects of the investment process, including deal evaluation, diligence, portfolio management, and impact monitoring support.

This is a long-term career role offering the opportunity to be involved in several critical aspects of the investment process.

About Women’s World Banking (WWB)

Founded in 1979, WWB is a global non-profit operating in 30+ countries, working with top institutions, companies, and policymakers to expand women’s economic assets, participation, and power.

WWB aims to bring systemic change to women’s empowerment and equity through Policy Advocacy, Leadership & Diversity, Advisory, Research & Publishing, and Investments (via WAM). To date, WWB and partners have impacted the lives of over 135 million women worldwide.

About WWB Asset Management (WAM)

Headquartered in New York City, WAM is a mission-driven impact investor seeking market returns, investing in fast-growing businesses that promote women’s economic empowerment and equity.

WAM manages two EM private investment funds. Its DM team is a new initiative focusing on Growth Equity investments in Developed Markets.

Roles and Responsibilities

• Deal evaluation, diligence, and investment underwriting support
  • Screen incoming deal flow and present recommendations during weekly meetings
  • Lead financial modeling and business analysis
  • Manage due diligence processes
  • Support senior team members in the investment process
• Portfolio and impact management support
  • Participate in portfolio management and monitoring, including discussions with investee companies and boards
  • Coordinate impact measurement and reporting
• Investment Committee support
  • Assist in preparing IC memos and presentations
  • Present sections of IC memos confidently over time

Qualifications

• MBA with 5-7 years of experience in private equity (VC, Growth, Control), M&A advisory, investment banking, strategy consulting, or related fields
• Strong financial analysis, modeling, and recommendation writing skills
• High responsibility, accountability, and ability to meet tight deadlines
• Entrepreneurial mindset with a long-term vision, eager to build from the ground up
• Team player with strong interpersonal skills and ability to work independently
• Ability to quickly digest information, identify key issues, and apply strategic thinking

Measure of Success

Within 75 Days:

• Align with WWB and WAM values and behaviors
• Build positive relationships and identify organizational synergies
• Familiarize with policies and procedures
• Begin supporting deal evaluation and diligence

We are committed to being a force for good, accelerating women’s financial inclusion. As markets evolve with technology and social changes, we are transforming our approach to solutions.

For over 40 years, Women’s World Banking has partnered with financial institutions to demonstrate the benefits of investing in women, providing research and data-driven insights to develop relevant financial products and educational programs. Our mission is to serve marginalized women by engaging consumers directly.

Women’s World Banking and WWB Asset Management are equal opportunity employers, welcoming applicants regardless of race, color, citizenship, religion, gender, sexual orientation, age, disability, veteran status, or any other protected category.