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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 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Senior Investment Associate

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteH1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

17 days ago

Salary

Not specified

No structured requirement data.

Job Description

This role provides a high-impact opportunity to lead investment analysis, due diligence, and transaction execution across diverse acquisition targets. 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

Job 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

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