Investment Team Senior Associate, North America

Overview

This role supports an operator-led search fund model focused on helping mid-career professionals identify, acquire, grow, and exit established small to medium-sized enterprises (SMEs) that often face succession challenges.

The Investment Team Senior Associate will join the North American team and be responsible for deal evaluation and execution support for individual searchers pursuing SME acquisitions.

Responsibilities

• Work with and advise searchers on evaluating, structuring, and executing M&A transactions.
• Develop and own financial models related to potential transactions.
• Provide clear updates to senior Investment Team members on project progress, upcoming deadlines, and/or deliverables.
• Collaborate with senior Investment Team members to review and develop 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 reporting 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 accountability; ability to take ownership and work effectively with 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
• Flexible and remote work schedule

Location

• Based in North America
• 100% remote and international environment
• In-person events (as applicable)