Investment Team Senior Associate, North America

Overview

The organization is seeking an Investment Team Senior Associate to join the North America team. This role is responsible for deal evaluation and execution support, working alongside individual searchers who are actively seeking SMEs to acquire. The position includes analyzing and assisting in the execution of SME acquisitions in North America.

Responsibilities

• Work with and advise searchers on evaluating, structuring, and executing M&A transactions.
• Develop and own financial models related to potential transactions.
• Communicate effectively with senior Investment Team members on project progress and upcoming deadlines and/or deliverables.
• Collaborate with senior Investment Team members on the review and development of legal documentation for potential transactions.
• Oversee and review deal memoranda prepared by searchers prior to investor presentations.
• Provide oversight of 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 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 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 sense of personal responsibility; able 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

• Based in North America
• 100% remote and international environment

Additional Benefits

• In-person events
• Flexible and remote work schedule
• Dynamic and international corporate atmosphere