Investment Associate

Investment Associate

The Investment Associate will support investment programs, portfolio management, investor relations, fundraising, and special projects. This is an excellent opportunity for an early-career finance professional interested in startups, venture capital, entrepreneurship, and working with growing businesses.

Responsibilities:

• Source and screen prospective investment opportunities.
• Conduct market research, financial analysis, due diligence, and competitive analysis.
• Develop financial models, investment memos, presentations, and other investment materials.
• Support investment committee activities and financing transactions.
• Monitor portfolio company performance, milestones, and reporting requirements.
• Assist portfolio companies with identifying needs, resources, and potential solutions.
• Support investor communications, reporting, and relationship management.
• Assist with fundraising efforts and development of new financing programs.
• Support fund operations, compliance, documentation, and reporting.
• Coordinate with internal teams, entrepreneurs, investors, professional advisors, and external partners.
• Participate in outreach, networking, and events supporting the organization's investment and entrepreneurship initiatives.
• Support special projects and other strategic initiatives as needed.

Qualifications:

• Bachelor's degree in Finance, Economics, Business, Mathematics, or a related quantitative field.
• 12 years of relevant experience through internships, academic projects, or professional roles in finance, consulting, investment, data analysis, or a related field.
• Interest or experience in startups, venture capital, private equity, entrepreneurship, or early-stage companies.
• Strong financial analysis, quantitative, and problem-solving skills.
• Strong Excel skills and comfort with financial and analytical tools.
• Excellent written and verbal communication skills.
• Strong organizational and project management skills with the ability to manage multiple priorities.
• Ability to work independently and collaboratively with a variety of stakeholders.
• Experience with CRM, fund management, or financial software is a plus.
• Strong interest in supporting entrepreneurs and growing businesses.
• Willingness to participate in occasional evening events and travel as needed.

Compensation: $70,000 - $100,000 base salary

Location: Hybrid in Buffalo, NY

CODE: IND123