Investment Team Senior Associate, North America

Overview

The organization is seeking a Investment Team Senior Associate to join the North America team and support deal evaluation and execution for SME acquisitions. This role provides support to individual searchers actively identifying, acquiring, growing, and exiting 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.
• Communicate effectively with senior Investment Team members on project progress and upcoming deadlines and/or deliverables.
• Collaborate with senior Investment Team members in 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 the development of best practices for the Investments Team and searchers.
• Represent the organization 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.
• Sit on the board of select portfolio companies as the organization’s representative, supporting governance and value-creation initiatives alongside Program Participants.

Requirements

• 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, ability to take ownership, and ability to deal 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

• 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.
• In-person events.
• Employee training/development.

Location

North America (100% remote and international environment).