Investment Associate Overview • The Investment Associate will support the client in all aspects of the investment process, from origination to portfolio management. • Collaborate with a dynamic team in a growing organization focused on impactful investments and societal change. • Engage in deal origination, due diligence, and execution to identify and evaluate investment opportunities. • Contribute to the firm's growth by establishing relationships with industry professionals and intermediaries. • Leverage analytical skills to monitor portfolio assets and ensure optimal performance. • Work in a hybrid environment with strong benefits and professional development opportunities. • Join a firm committed to combining investment discipline with positive societal impact. • Contribute to a team that values innovation and challenges the status quo in investment strategies. Investment Associate Key Responsibilities & Duties • Assist in developing and executing origination strategies to maximize deal flow and enhance market visibility. • Establish and maintain relationships with restructuring firms, investment banks, and other intermediaries. • Conduct initial investment reviews and screenings of prospective opportunities for the firm. • Prepare financial evaluations and preliminary due diligence reports for investment projects. • Monitor portfolio assets, review monthly operating results, and maintain project performance metrics. • Collaborate with management teams to leverage resources and optimize organizational potential. • Support deal structuring and post-investment portfolio management activities. • Contribute to the firm's commitment to impactful investments and societal change. Investment Associate Job Requirements • Bachelor's degree in accounting required; CPA certification preferred. • 4-7 years of combined experience in public accounting assurance and transaction services. • Minimum of 2 years of transaction services experience required. • Willingness to travel and work with confidential information. • Strong analytical, organizational, interpersonal, and communication skills. • Familiarity with private equity and venture capital principles. • Ability to contribute effectively in a hybrid work environment. • Commitment to professional growth and impactful investment strategies.