Investment Associate

About the role

Investment Associate | New York/San Francisco/Toronto - Full-Time / Part-Time | Onsite

The Mission

Own the investment execution process end to end - from first look through close - on majority buyout transactions in enterprise software.

What You'll Do

• Lead financial and operational due diligence on acquisition targets, owning the workstream from kickoff to IC.
• Build comprehensive financial models covering unit economics, SaaS KPIs, valuation, and operating leverage.
• Run quality of earnings analyses and own the net working capital bridge and indebtedness definitions.
• Write and present Investment Committee memos with clear diligence findings and a defensible point of view.
• Assess and synthesize deal terms and majority buyout structures, identifying risks in negotiated positions.
• Collaborate with legal, finance, and operations teams to drive clean deal execution and post-close integration planning.
• Develop retention analyses and customer cohort work to evaluate pipeline health of acquisition targets.

Must-haves

• 3 to 5 years of experience in private equity, growth equity, or investment banking with direct deal execution exposure.
• Has run a full diligence process and contributed directly to a closed transaction.
• Deep understanding of enterprise software and SaaS business models - can assess a business independently.
• Strong financial modelling skills across LBO, DCF, and SaaS-specific KPI frameworks.
• Can write a clear, concise IC memo that stands on its own without being walked through.

Nice-to-haves

• Experience with majority buyout structuring and complex transaction terms.
• Prior exposure to post-acquisition integration planning.
• Software-focused PE or growth equity background.

Who you are

• You have run a data room without being told what to look for.
• You have pushed back on a deal and explained why with numbers.
• You write things once and they are right.
• You pull problems toward yourself instead of waiting for someone to assign them.
• You have changed your view on a business because the data said something different and you said so out loud.

What We Offer

• Competitive base with bonus and meaningful carry participation.
• Direct ownership of deal execution with exposure to the full lifecycle from sourcing through close and post-acquisition integration.