Associate, Investments

Associate, Investments

The Associate, Investments to play a key role in the evaluation, execution, and ongoing management of initiatives across a diversified portfolio, including operating companies and other investments. This role is designed for a generalist who combines strong financial modeling and analytical capabilities with broad exposure to capital planning, tax planning and forecasting, and portfolio-level financial analysis.

Essential Job Duties and Responsibilities:

• Analyze, evaluate, and diligence potential investment opportunities, strategic initiatives, and capital allocation decisions
• Build, maintain, and enhance sophisticated financial models to support capital planning, tax planning and forecasting, liquidity management, and scenario analysis
• Support tax planning and forecasting initiatives by preparing financial projections, modeling alternative structures, and coordinating with internal and external tax advisors
• Develop short- and long-term financial forecasts, including cash flow projections and capital deployment planning for operating companies and family office entities
• Assist with transaction-related analysis and due diligence across investments, financings, acquisitions, divestitures, and other strategic initiatives
• Prepare annual budgets and multi-year plans; perform periodic budget-to-actual and forecast variance analyses
• Partner with accounting and external stakeholders to support accurate financial reporting, planning, and analysis across entities
• Monitor operating performance and key financial metrics across portfolio companies
• Support identification of value creation opportunities, including cost optimization, capital structure considerations, and strategic growth initiatives
• Assist in preparing materials for internal stakeholders, including investment memoranda, planning summaries, and management presentations
• Support coordination with external partners such as lenders, tax advisors, legal counsel, auditors, and other consultants
• Complete ad hoc financial analyses and special projects related to portfolio strategy, operating company support, and family office initiatives
• Collaborate with senior team members and other associates to ensure timely, accurate, and consistent execution of responsibilities
• Comply with all company policies and procedures.
• Maintain regular and punctual attendance.

Other Job Duties and Responsibilities:

Performs other related duties as assigned.

Supervisory Responsibilities :

• This position is an individual contributor.

Qualifications :

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and/or Experience :

• Bachelor's degree in Finance, Economics, or a related field
• 4-7 years of experience in corporate finance, investment banking, private equity, family office, or a related role
• Advanced financial modeling skills; high proficiency in Microsoft Excel
• Ability to manage multiple projects and deadlines in a fast-paced environment
• Excellent written and verbal communication skills
• Highly motivated, detail-oriented, and able to work independently and collaboratively
• Strong understanding of valuation fundamentals, capital markets, and transaction processes
• Experience with FP&A and portfolio-level reporting preferred
• Familiarity with tax planning concepts and working with tax advisors a plus, but not a requirement

Certificates, Licenses, Registrations :

• None Required

Work Complexity:

Problems and issues faced are difficult and complex, and may require understanding of broader set of issues. Problems typically involve consideration of multiple issues and understanding of the financial/mortgage industry. Problems are typically solved through drawing from prior experience and analysis of issues.

Work Environment :

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Physical Demands :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Equal Employment Opportunity:

The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act:

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.