Investment Associate


Financial Services


Philadelphia, Pennsylvania

Employment Type



Investment Associate need for a top investment firm.

Compensation : $140000 - $150000
Job ID : 19731

Job Function:

  • Building transaction based financial models and managing monthly post-close operational models for assigned portfolio companies (covenant projections, liquidity analysis, sensitivity analysis, borrowing base projections, etc.)  
  • Actively participating in the due diligence process for new investments, working in tandem with the investment team to author investment committee memorandums with accompanying financial analysis  
  • Helping to develop investment theses on investment opportunities and perform industry/market research  
  • Actively monitoring investments including communications with management and other equity owners  
  • Writing monthly and quarterly portfolio investment reviews and memorandum  
  • Organizing, synthesizing, and drawing conclusions from disorganized sets of data  

Job Requirement:

  • Two years experience in one of the following: Investment banking (preferably with leveraged finance and/or M&A experience), Private credit and private equity investing (mezzanine, buyout, special situations), Transaction and strategy consulting  
  • Bachelor's degree, preferably in finance or related field  






Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.