This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Investment Associate in United States.
This role provides a high-impact opportunity to lead investment analysis, due diligence, and transaction execution across diverse acquisition targets. The Senior Investment Associate will build sophisticated financial models, prepare valuation analyses, and deliver data-driven recommendations to support strategic roll-ups and portfolio management initiatives. This position involves collaborating closely with origination teams to source and evaluate acquisition opportunities while also supporting deal structuring, negotiation, and post-acquisition integration. The role demands a highly analytical, detail-oriented professional who thrives in a fast-paced, entrepreneurial environment and can independently drive complex deal workstreams. This position is ideal for candidates seeking exposure to strategic M&A activity, cross-functional collaboration, and high-growth investment operations.
Accountabilities:
Lead due diligence on potential acquisition targets, preparing clear, actionable investment recommendations for senior leadership
Build and maintain advanced Excel-based financial models to evaluate revenue synergies, cost optimizations, and integration scenarios
Perform valuation analyses including DCF, comparable transactions, precedent M&A, and scenario modeling to inform acquisition decisions and monitor portfolio performance
Collaborate with the origination team to identify, evaluate, and execute on strategic acquisition opportunities
Support deal structuring, negotiation, and post-acquisition integration planning across multiple concurrent transactions
Partner with cross-functional teams including operations, technology, and marketing to support transaction execution, underwriting, and portfolio management initiatives
Requirements:
Bachelor’s degree in finance, economics, business, or related field; advanced degree is a plus
6+ years of experience in investment banking, M&A, or private equity, with direct involvement in executing transactions from sourcing through closing
Proven track record in buy-side M&A, ideally with experience in roll-up strategies, multi-site acquisitions, or consolidation plays
Strong proficiency in financial statement analysis, Excel-based modeling, and enterprise valuation methodologies
Highly analytical and detail-oriented with the ability to independently manage deal workstreams in a fast-paced environment
Excellent written and verbal communication skills to present complex analyses to technical and non-technical stakeholders
Thrives in entrepreneurial, high-growth environments and adapts effectively to evolving priorities
Benefits:
Competitive salary and performance-based incentives
Comprehensive healthcare coverage including medical, dental, and vision
401(k) retirement plan with company match
Paid time off and federal holidays
Opportunities for professional growth, mentorship, and career advancement
Collaborative and entrepreneurial work environment with exposure to high-impact strategic transactions
Why Apply Through Jobgether?
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
#LI-CL1
