CrawlJobs Logo

Senior Investment Associate

United States, New York · Job Posted January 07, 2026
Apply Position
Job Link Share

Job Description

Our client, a New York City-based family investment office, is seeking a Senior Investment Associate to join their growing team. This office invests across both private and public markets through direct investments, co-investments, and fund allocations with exposure to a broad spectrum of asset classes. The portfolio spans early-stage startups through post-IPO companies, all supported by a dynamic, high-performing, and entrepreneurial culture. The Senior Investment Associate, Underwriter, plays a pivotal role in maintaining the team’s high standards of underwriting, comprehensive financial diligence, and rigorous investment decision-making. This position ensures that all analyses and executions are high-quality, consistent, and robustly defensible across direct deals, co-investments, and fund opportunities.

Job Responsibility

  • Develop and manage detailed financial models for direct investments, co-investments, and fund opportunities
  • Evaluate unit economics, margin profiles, cash flow projections, capital efficiency, and burn/runway across various stages of company growth
  • Conduct downside, sensitivity, and scenario analyses
  • proactively identify and communicate aggressive or unsupported assumptions
  • Support financial due diligence by organizing data rooms, reviewing third-party reports, analyzing management materials, and tracking outstanding diligence items

Requirements

  • Demonstrated expertise in financial modeling, investment analysis, and risk assessment
  • Prior experience supporting transaction diligence in a buy-side or private equity environment

What we offer

  • medical, vision, dental, and life and disability insurance
  • company 401(k) plan

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Senior Investment Associate

8 matching positions

Senior Associate - Investment Management Oversight

Location
Location
Ireland , Dublin
Salary
Salary:
Not provided
waystone.com Logo
Waystone Governance Ltd.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years of experience in the fund management / ManCo / Investment / Asset management industry (or equivalent)
  • Experience analysing the investment performance of client portfolios for a Management Company (both UCITS and AIFMD) and/or experience of fund performance measurement and attribution is an advantage
  • Experienced within a variety of investment asset classes
  • Knowledge of CP86, UCITS & AIFS, European/Central Bank of Ireland fund regulations is desirable
  • Understanding of ESG in the context of investment will be favorably considered
  • A high level of proficiency with Microsoft applications including Excel, PowerPoint and Word is required
  • Experience with Bloomberg, Power BI, R, Python or similar would be beneficial
  • Clarity of analysis and of expression, both written and oral
  • A commitment to on-going professional and personal development
  • Excellent research skills and attention to detail
Job Responsibility
Job Responsibility
  • Reviewing fund-related reports provided by Investment Managers, Administrators and Depositaries
  • Tracking developments in markets to understand the implications for Waystone UCITS and AIFMD fund ranges incorporating equity, fixed income, balanced funds, hedge fund and private equity strategies
  • Analysing the investment performance of Waystone client portfolios for the Management Company (both UCITS and AIFMD)
  • Drafting documentation for monthly review by Waystone Investment Oversight Committee
  • Participating in regular calls with world-leading Investment Managers
  • Preparing investment commentary for Fund Boards
  • Monitoring and managing ESG/SFDR reporting by funds
  • Evaluating new fund proposals and highlighting the key factors to be considered when deciding whether these funds should be approved
  • Undertaking research across a variety of investment fund topics as requested by Senior Management
  • Fulltime
Read More
Arrow Right

Senior Investment Associate - International Hotel Portfolio

A rare opportunity to join the investment arm of a globally recognised hospitali...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
madisonberkeley.com Logo
Madison Berkeley
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4–7 years’ experience within a rigorous real estate investment environment (e.g., real estate private equity, real estate investment banking, principal investment or development platforms, real estate advisory with strong modelling exposure)
  • Exceptional financial modelling capability, particularly for development underwriting
  • Strong analytical and commercial judgement
  • Experience analysing complex real estate transactions
  • The confidence to operate within a small, principal-led team
Job Responsibility
Job Responsibility
  • Investment Underwriting & Financial Modelling: Building and maintaining complex ground-up development models
  • Structuring and modelling equity waterfalls and partnership structures
  • Analysing refinance and exit scenarios
  • Sensitivity analysis and downside testing across multiple development scenarios
  • Deal Evaluation & Investment Analysis: Assessing large-scale hospitality-led development opportunities in major gateway cities
  • Evaluating mixed-use schemes incorporating hotel, residential and complementary uses
  • Conducting market, demand and competitive analysis
  • Contributing to highest and best use strategies and development positioning
  • Investment Materials & Execution: Preparing investment committee materials and strategic analysis
  • Supporting capital partner presentations and investor materials
  • Fulltime
Read More
Arrow Right

Investment Banking Senior Associate

The Investment Banking Senior Associate is an intermediate level position respon...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Finance or closely related areas of Business Administration Master's degree in Business Administration
  • Experience in evaluating corporate transactions and structures
  • Experience creating financial analyses
  • Demonstrated problem solving and organizational skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Experience assisting with client development
  • Ability to work with teams and track business development (collect research, analyze industry trends)
  • Must be assessed as fit and proper under FCA and PRA Certification Regime (honesty, integrity, reputation, financial soundness, competence, capability)
Job Responsibility
Job Responsibility
  • Assist in the execution of Citi’s Investment Banking business activities
  • Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities
  • Contribute to building Citi’s franchise
  • Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate
  • Fulltime
Read More
Arrow Right

Investment Banking Energy Senior Associate

The Investment Banking Senior Associate is an intermediate level position respon...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Finance or closely related areas of Business Administration
  • Master's degree in Business Administration
  • Experience in evaluating corporate transactions and structures
  • Experience creating financial analyses
  • Demonstrated problem solving and organisational skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Experience assisting with client development
  • Ability to work with teams and track business development (collect research, analyse industry trends)
Job Responsibility
Job Responsibility
  • Work with senior Bankers and professionals and participate in client transactions projects or assignments as a member of the Investment Banking team
  • Responsible for organising and analysing sophisticated financial data used in client proposals and strategic plans
  • Prepare, along with an analyst, written recommendations, valuation materials and statistical exhibits for pitches and live deals
  • Conduct economic/financial research. Evaluate company's financial performance compared to overall industry and market trends
  • Build complex financial models for valuation purposes
  • Assist in the execution of Citi's Investment Banking business activities
  • Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities
  • Contribute to building Citi's franchise
  • Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate
  • Fulltime
Read More
Arrow Right

M&A Associate / Senior Associate

R.Power is a leading independent renewable energy producer in Poland and other E...
Location
Location
Poland , Warsaw
Salary
Salary:
Not provided
rpower.energy Logo
R.Power S.A.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum 3 years of experience in M&A gained in investment banking, financial advisory, an M&A boutique, investment fund, renewable energy developer, or IPP
  • Experience in the renewable energy or infrastructure sector will be an advantage
  • Solid understanding of financial modelling and proficiency in Excel
  • Fluency in English and Polish
Job Responsibility
Job Responsibility
  • Support M&A processes throughout the entire transaction lifecycle (sell-side, JVs, buy-side) with the goal of becoming able to independently lead full transaction processes
  • Prepare term sheets, teasers, and information memoranda
  • Lead financial modelling activities during transaction processes
  • Prepare ongoing financial analyses and materials required for transaction execution
  • Support the management of external advisors, including legal, technical, and financial advisory firms
  • Coordinate due diligence processes in collaboration with cross-functional teams
  • Provide support to senior team members during negotiations of transaction documents
What we offer
What we offer
  • Work in a leading company in the renewable energy sector in Poland and Europe – together, we contribute to environmental protection
  • “R.Power Abroad” – the opportunity for temporary relocation and work from another R.Power office in Europe
  • “R.Power University” – a training program for employees at all organizational levels
  • An attractive employee benefits package, including Luxmed medical care and a Multisport card
  • Hybrid work (4 days in the office + 1 day remote)
  • Integration and sports budgets – we care not only for the environment but also for relationships and health
  • A modern office near the Politechnika metro station, with a well-equipped kitchen
  • Work in a place that values a positive atmosphere, growth, and good relationships
Read More
Arrow Right

Associate / Senior Associate Asset Manager - Operational Capital Markets

Global REIT with a rapidly expanding portfolio of Operational Living assets acro...
Location
Location
United Kingdom
Salary
Salary:
Not provided
madisonberkeley.com Logo
Madison Berkeley
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Degree in Finance, Economics or related analytical field
  • 3+ years’ experience in real estate investment, asset management, lending, investment banking or similar
  • Advanced Excel capability
  • UK driving licence
Job Responsibility
Job Responsibility
  • Build and execute business plans across both lease-up and stabilised assets to drive NOI growth
  • Conduct site visits to assess operations, leasing, sales, marketing performance and partner effectiveness
  • Monitor local market conditions to shape pricing strategies and occupancy
  • Review monthly operator reporting, run variance analysis and create forward-looking strategies
  • Identify opportunities for operational value creation or cost optimisation
  • Develop detailed financial models, valuations and pro-forma analysis for asset-level initiatives
  • Interpret financial performance through underlying operational drivers (pricing, leasing, staffing, marketing and more)
  • Partner with internal project teams on the delivery of value-add capex programmes
  • Prepare and present business plans, budgets and strategic updates to senior leadership
  • Work closely with Investments, Finance, Operations, Data/Analytics and Capital Projects teams to align portfolio strategy
What we offer
What we offer
  • Competitive base salary + bonus
  • Generous leave and benefits
  • Share purchase/long-term incentive opportunities
  • Pension and profit-sharing scheme
  • Professional development support
  • Comprehensive health and wellbeing benefits
  • Fulltime
Read More
Arrow Right

Senior Trust Associate - Senior Fiduciary Coordinator

Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator i...
Location
Location
United States , Wilmington
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
June 14, 2026
Flip Icon
Requirements
Requirements
  • 2+ years of administrative or sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Job Responsibility
Job Responsibility
  • Support a team of fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law
  • Develop and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust
  • Execute on client requests, including money movement, investment implementation and ongoing account management
  • Develop and maintain an in-depth knowledge in the use of Wells Fargo Trust systems
  • Articulate Wells Fargo Trust's processes to internal partners
  • Develop and maintain an in-depth understanding of policies and procedures including, but not limited to, payments, account openings and closings, and asset transfers
  • Demonstrate a high level of organizational skills, including time and priority management
  • Deliver high-quality work-product within stated deadlines
  • Identify fiduciary risk and suggest possible solutions
  • Seek involvement with infrastructure-related projects to improve Wells Fargo Trust's business operations, client service, and risk management
  • Fulltime
!
Read More
Arrow Right

Brand Associate / Senior Brand Associate - Internal Medicine

The Brand Associate / Senior Brand Associate is responsible for marketing suppor...
Location
Location
Hong Kong , Quarry Bay
Salary
Salary:
Not provided
pfizer.de Logo
Pfizer
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • University graduate
  • At least 2 years’ experience in marketing
  • Good understanding of healthcare/pharmaceutical industry is highly preferred
  • Excellent communication & presentation skills
  • Good command of Chinese and English
  • Good learning agility
  • Willing to embrace challenges
Job Responsibility
Job Responsibility
  • Assist Category Lead and Brand Lead in implementing brand strategies
  • Follow up promotional calendar and territory POAs and perform analysis of the scope, impact and efficiency of promotional investment
  • Maintain territory dashboards and run Value Added Programs impact analysis
  • Support the development of promotion materials and sales literature
  • Deliver project coordination according to pre-defined action plan for regular events
  • Manage institutional database
  • Support budget controls both at country-wide and territory level
  • Coordinate logistics and contents of BU meetings, field force POAs, team buildings and training-related activities including managing the virtual training calendar
  • Coordinate Speaker Tours, interacting with Speakers and KOLs for logistics
  • Set-up and distribute promotional cycles
  • Fulltime
Read More
Arrow Right