Associate

Investment Associate

New York, NY

About the Opportunity

A leading long-term investment platform is seeking an Investment Associate to join its growing team in New York. The firm focuses on acquiring and building software and technology-enabled businesses through a patient ownership model that emphasizes operational improvement, strategic growth, and lasting value creation.

Unlike traditional private equity funds, the organization invests with a long-term horizon and substantial permanent capital resources, allowing investment professionals to focus on company building rather than managing toward predetermined exit timelines.

This is an opportunity to join a lean and collaborative investment team with direct access to senior decision-makers and meaningful involvement across the full investment lifecycle.

Key Responsibilities



Investment & M&A Execution

• Evaluate acquisition opportunities across software and technology sectors
• Build detailed financial models, valuations, operating forecasts, and investment return analyses
• Participate in all stages of transaction execution from initial diligence through closing
• Prepare investment memoranda, presentations, and recommendations for senior leadership
• Conduct market research, industry analysis, and competitive assessments
• Coordinate with management teams, lenders, consultants, and third-party advisors

Due Diligence & Investment Analysis

• Perform financial, operational, and commercial diligence on prospective investments
• Analyze recurring revenue business models, customer retention, growth drivers, profitability, and operating performance
• Assess transaction risks and identify opportunities for value creation
• Develop investment theses and support acquisition recommendations
• Evaluate company performance through key software and SaaS operating metrics

Portfolio Value Creation

• Support portfolio company initiatives following acquisition
• Assist with strategic planning, operational improvements, and growth projects
• Monitor company performance against investment objectives
• Evaluate add-on acquisitions and strategic expansion opportunities
• Work alongside management teams to drive long-term growth and value creation

Qualifications



Required

• 2-4 years of experience in Investment Banking, Private Equity, Growth Equity, Corporate Development, or a related investing role
• Strong M&A transaction experience
• Advanced financial modeling and valuation skills
• Exceptional analytical and problem-solving abilities
• Excellent written and verbal communication skills
• Strong work ethic and ability to thrive in an entrepreneurial environment
• Bachelor's degree with a strong academic record

Preferred

• Experience evaluating software, SaaS, or technology businesses
• Prior buy-side investing experience
• Exposure to control-oriented transactions
• Familiarity with recurring revenue business models and software operating metrics
• Interest in long-term investing and company building

What Makes This Opportunity Unique

• Permanent capital investment structure
• Long-term ownership approach rather than traditional investment holding periods
• Significant exposure to software and technology investments
• Direct interaction with senior leadership
• Lean team with substantial responsibility and visibility
• Involvement across investing, M&A execution, and portfolio value creation
• Opportunity to help build enduring businesses rather than preparing companies for exit