Unknown Company

Senior Investment Associate

california, mo • Posted 6 days ago
Onsite Full Time Finance

A newly launched investment platform is building a next‑generation model that acquires tech, tech‑enabled, and services businesses and drives AI‑powered transformation to fuel growth.

About the Role

The firm is seeking a Senior Investment Associate to join its investment team. This individual will be involved across sourcing, diligence, underwriting, and execution of acquisitions, with a focus on tech, B2B SaaS, and tech‑enabled services. This is a hands‑on role working directly with the leadership team on high‑impact transactions.

Responsibilities

  • Source and evaluate investment opportunities
  • Lead financial analysis, modeling, and diligence
  • Support M&A execution
  • Partner cross‑functionally with tech/product/transformation teams
  • Prepare investment materials and support decision processes

Qualifications

  • 2-5+ years IB + PE experience
  • Strong exposure to tech, SaaS, or tech‑enabled services
  • Solid M&A experience
  • Strong analytical + communication skills

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