Investment Team Senior Associate, North America

Overview

The organization is seeking an Investment Team Senior Associate to join the North American team. This role is responsible for deal evaluation and execution and supports individual searchers actively seeking SMEs to acquire.

Responsibilities

• Work with and advise searchers on evaluating, structuring, and executing M&A transactions.
• Develop and take ownership of financial models related to 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.
• Support development of “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; ability to take ownership and work through ambiguity.
• Well-developed understanding of accounting, finance, and M&A transactions.
• Strong spoken and written communication skills, 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.

Requirements (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.
• In-person events.
• Employee training/development.
• Flexible and remote work schedule.