Investment Associate

About the Role

A prominent long-term investment platform in New York is looking for an Investment Associate to join its expanding team. The firm specializes in acquiring and developing software and technology-enabled companies with a patient ownership strategy focused on operational enhancements, strategic growth, and sustainable value creation. Unlike conventional private equity firms, this organization invests with a long-term perspective funded by substantial permanent capital, enabling investment professionals to prioritize company development over predetermined exit schedules.

This role offers a chance to work in a small, collaborative team with close interaction with senior leaders and meaningful engagement throughout the entire investment process.

Key Responsibilities

• Assess acquisition opportunities in the software and technology sectors.
• Create comprehensive financial models, valuations, forecasts, and analyses of investment returns.
• Engage in all phases of deal execution from initial due diligence through closing.
• Develop investment memoranda, presentations, and recommendations for senior leadership.
• Conduct market research, industry and competitive analyses.
• Liaise with management, lenders, consultants, and external advisors.
• Perform financial, operational, and commercial due diligence on potential investments.
• Analyze recurring revenue models, customer retention, growth levers, profitability, and operational performance.
• Identify risks and opportunities for value enhancement in transactions.
• Formulate investment theses and support acquisition proposals.
• Evaluate company performance using relevant software and SaaS metrics.
• Support initiatives within portfolio companies post-acquisition.
• Assist in strategic planning, operational improvements, and growth-related projects.
• Track portfolio company performance relative to investment objectives.
• Assess potential add-on acquisitions and strategic expansion prospects.
• Collaborate with management teams to foster long-term growth and value creation.

Qualifications

• 2 to 4 years of experience in Investment Banking, Private Equity, Growth Equity, Corporate Development, or a related investment role.
• Demonstrated strong experience in M&A transactions.
• Advanced capabilities in financial modeling and valuation.
• Excellent analytical and problem-solving skills.
• Effective written and verbal communication proficiencies.
• Strong dedication and ability to excel in an entrepreneurial setting.
• Bachelor's degree with an excellent academic record.
• Preferred experience includes assessment of software, SaaS, or technology companies, prior buy-side investing background, familiarity with control-oriented deals, understanding of recurring revenue models and software performance metrics, and an interest in long-term investing and business building.

What Sets This Position Apart

• Investment structure based on permanent capital.
• Long-term ownership philosophy rather than typical investment holding durations.
• Extensive engagement with software and technology sector investments.
• Direct collaboration with senior leadership.
• Working within a lean team offering significant responsibility and visibility.
• Involvement across investment, M&A execution, and portfolio value enhancement.
• Opportunity to contribute to building enduring companies instead of preparing them for exits.