Investment Associate

• Drive investment projects with autonomy; take ownership once a project, investment, or advisory opportunity is assigned.
• Source, track, and manage deal flow across private equity, venture capital, and other private market opportunities.
• Conduct financial analysis, modeling, and due diligence to evaluate potential investments.
• Identify key insights and risks, communicate findings effectively, and escalate or engage with the right stakeholders as needed.
• Build market awareness and maintain strong industry connections to support sourcing, diligence, and investment perspectives.
• Collaborate with senior investors on Investment Committee materials and portfolio updates.
• Support portfolio companies with initiatives like financial modeling, recruiting, and business development.
• Manage investment data and pipeline activity in internal systems.

• Partner with advisors to provide insights and recommendations on private investment opportunities.
• Review pitch decks, term sheets, and financial models to support client-facing work (will not require direct client interaction initially).
• Contribute to educational initiatives that expand private market knowledge internally and for clients.
• Support prospecting and business development efforts with private investment expertise.

• 2–3 years of experience in investment banking, private equity, venture capital, investment consulting, or related investment roles.
• Foundational knowledge of the investment industry with strong business acumen.
• Highly curious and proactive; asks questions and knows what to look for in investment opportunities.
• Strong analytical and financial modeling skills.
• Ability to work hard, manage multiple priorities, and follow through on assignments independently.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint); willingness to learn new systems.
• Comfortable collaborating with senior leaders and internal teams; client-facing experience not required.
• Series 65 license, CAIA or CFA charter candidate a plus.
• Undergraduate degree required.
• This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.

• Pay: $100,000 - $130,00 per year

• Fully paid medical, dental, and vision coverage for employees
• 401(k) with 100% match up to 3% of annual compensation
• Equity ownership opportunities for every employee
• New Business Incentive Program
• Generous employee referral bonus
• Cell phone data reimbursement
• Financial planning services discount for employees and immediate family members

• Minimum 3 weeks PTO starting Day 1
• Winter Break, Summer Friday flex-days, and 10 paid holidays
• Unlimited Volunteer Time Off plus company grant matching
• Heavily subsidized transit

• 100% reimbursement for required training, certifications, licensing, and dues
• Personal career development plans
• Richer Life Business Partner (coaching for all employees)
• Mindful Emotional & Social Intelligence training
• Annual professional & personal wellbeing stipend

• Quarterly team-building events
• Regular social events
• Employee-led book clubs, committees, and affinity groups

• Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
• Adoption benefits
• Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.