Investment Team Senior Associate, North America

Overview

This role is part of the North America team and supports an operator-led search fund model focused on identifying, acquiring, growing, and exiting established small to medium-sized enterprises (SMEs) that often face succession challenges.

The organization is seeking an Investment Team Senior Associate responsible for deal evaluation and execution, including supporting individual searchers actively pursuing SME acquisitions in North America.

Responsibilities

• Work with and advise searchers on evaluating, structuring, and executing M&A transactions.
• Develop and own financial models for potential transactions.
• Communicate deal progress and upcoming deadlines/deliverables to senior Investment Team members.
• Collaborate with senior Investment Team members on reviewing and developing 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.
• Assist in developing “best practices” for the Investments Team and searchers.
• Represent the organization 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 personal responsibility, with the ability to take ownership and work 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 and 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, international environment; based in North America).