Investment Team Senior Associate, North America

Overview

This role supports an operator-led search program focused on helping mid-career professionals identify, acquire, grow, and exit established small to medium-sized enterprises (SMEs) that may face succession challenges. The position sits within the North American team and involves deal evaluation and execution, partnering with searchers working to identify acquisition targets.

Responsibilities

• Advise searchers on evaluating, structuring, and executing M&A transactions.
• Develop and own financial models related to potential transactions.
• Provide timely updates to senior Investment Team members on project progress and upcoming deadlines and/or deliverables.
• Collaborate with senior Investment Team members to review and develop legal documentation for potential transactions.
• 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 the development of Investment Team and searcher best practices.
• Represent the program to 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 boards of select portfolio companies as the program’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 personal responsibility and ability to take ownership while working through ambiguity.
• Well-developed understanding of accounting, finance, and M&A transactions.
• Strong spoken and written communication skills and 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).