Investment Team Senior Associate, North America

Overview

The organization is seeking an Investment Team Senior Associate to join the North America team. This role focuses on deal evaluation and execution, providing support to individual searchers pursuing acquisition of established small to medium-sized enterprises (SMEs), typically facing succession challenges.

Responsibilities

• Work with and advise searchers on evaluating, structuring, and executing M&A transactions.
• Develop and own financial models for potential transactions.
• Provide clear, timely communication to senior Investment Team members regarding project progress and upcoming deadlines and/or deliverables.
• Collaborate with senior Investment Team members on review and development of legal documentation for potential transactions.
• Oversee and review deal memoranda prepared by searchers prior to investor presentations.
• Oversee searcher-led commercial due diligence and third-party due diligence work streams.
• Present analyses and studies internally and to investors in support of searchers.
• Support development of best practices for the Investments Team and searchers.
• Represent the organization in interactions with investors, sellers, and advisors throughout the deal process.
• Monitor and maintain reports for North American portfolio companies.
• Support value-creation activities for North American portfolio companies.
• Serve on the board of select portfolio companies as the organization’s representative, supporting governance and value-creation initiatives alongside Program Participants.

Requirements (Must-have)

• 5–7 years of relevant work experience, ideally in investment banking, Big 4 M&A advisory, or directly in an investment fund.
• Bachelor’s degree with a strong academic record in a directly relevant field.
• Strong sense of personal responsibility, with the ability to take ownership and operate effectively in ambiguous situations.
• Well-developed understanding of accounting, finance, and M&A transactions.
• Strong spoken and written communication skills, along with appropriate interpersonal skills to engage with investors, searchers, and potential sellers.
• Based in North America and comfortable working in a 100% remote and international environment.

Preferred Qualifications (Nice-to-have)

• Experience managing third-party vendors.
• Prior success working in an international, remote-first environment.
• Experience working with small and medium, family-owned enterprises.

Compensation & Benefits

• Company benefits
• Personal benefits
• Employee training/development

Location

• North America
• 100% remote and international environment

Additional Information

• In-person events
• Flexible and remote work schedule