Investment Senior Associate

2 weeks ago

California, United States Meraki Talent Full time

Get AI-powered advice on this job and more exclusive features. Meraki Talent are working with a growth-oriented private equity firm based in California. The firm invests in founder‑led technology and tech‑enabled services businesses within the U.S. middle market. With flexible capital and a collaborative, founder‑aligned approach, they support management teams in accelerating growth and building category‑leading platforms. The firm is looking for an individual to join its 2026 Senior Associate class within the investment team. They seek someone to play a central role in sourcing, diligence & transaction execution, and portfolio support in a lean, high‑impact environment. Senior Associates lead workstreams, manage junior team members, coordinate with the senior investment team, and engage directly with founders, management teams, and advisors. Key Responsibilities Lead the diligence and execution process: manage timelines, coordinate external advisors, build and review detailed financial models and valuations, and drive high‑quality deliverables. Develop and own sourcing pipelines and thematic investment opportunities: partner with senior team members to craft proprietary sub‑sector theses, identify and engage founders and executives, and maintain momentum in the deal funnel. Prepare and present investment committee materials: synthesize complex analyses into clear, data‑driven memoranda and presentations, support senior decision‑making, and participate in the internal approval process. Structure transactions and support closing and post‑close integration efforts: collaborate on deal terms, support negotiations, and work with portfolio company management teams on value‑creation initiatives, organic growth projects, and add‑on M&A. Monitor portfolio company performance: work with management teams to track key metrics, lead strategic and operational initiatives, analyze growth levers and risk exposures, and support execution of business plans. Qualifications 3‑5+ years of relevant professional experience at top firms within investment banking or private equity, including at least one year of relevant investment experience. Demonstrated project management capabilities with the ability to manage multiple workstreams, coordinate stakeholders, and meet tight deadlines. Exceptional financial modeling, analytical, and critical thinking skills; comfortable handling complex data and developing actionable insights. Excellent written and verbal communication skills with the ability to engage credibly with founders, executives, and senior investment professionals. Collaborative mindset with humility, integrity, and a strong work ethic. Undergraduate degree and/or MBA from a leading academic institution. Seniority level Not Applicable Employment type Full‑time Job function Finance Industries Venture Capital and Private Equity Principals and Investment Management Referrals increase your chances of interviewing at Meraki Talent by 2x. Get notified about new Investment Associate jobs in California, United States. #J-18808-Ljbffr

  • Investment Banking Senior Analyst and Associate

    1 week ago

    California, United States Drake Star Full time

    OverviewInvestment Banking Senior Analyst and Associate – Drake Star is seeking to hire Investment Banking Senior Analysts and Associates for our Los Angeles office. Drake Star is an award-winning global tech investment bank that has completed over 500 transactions since 2003. The Drake Star team of experienced professionals and senior advisors across...

  • Senior Investment Associate, Portfolio

    2 weeks ago

    California, United States Caltech Full time

    A prestigious educational institution in California is seeking a Senior Investment Associate to support investment strategies and manage relationships with external organizations. The ideal candidate will have extensive experience in data analysis and investment research. Responsibilities include conducting due diligence, developing analytical materials, and...

  • Senior Associate, Investment

    2 weeks ago

    California, United States Publicisgroupe Full time

    Company descriptionSpark Foundry is a global media agency that exists to bring HEAT – Higher Engagement, Affinity, and Transactions – to brands. By combining flawless media fundamentals with aggressive innovation, Spark inspires consumers to pay more attention, to care more about our clients’ brands, and to buy more products and services from...

  • Investment Client Services Specialist

    7 days ago

    California, United States Northwestern Mutual Investment Services, LLC Full time

    This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment operational support including, but not limited to, Advisory services support, trading services, Asset Movement support, as well as multiple other facets of operational...

  • Private Equity

    3 weeks ago

    California, United States Clairvest Full time

    This team is integral to the broader team at Clairvest. You will be part of a team of seasoned investment professionals that participate in various areas of the investment process including origination, due diligence, structuring, execution and portfolio management across different industries. Private Equity - Senior Associate - 2025-2026 The Senior...

  • Senior Fund Controller

    2 weeks ago

    California, United States Arche Full time

    A leading global financial services firm seeks a Senior Fund Controller to manage the accounting team and oversee fund investments, ensuring compliance and accuracy in financial reporting. The ideal candidate will possess strong leadership and analytical skills, with a degree in accounting or finance, and experience in fund-level accounting. This role...

  • Abu Dhabi

    1 week ago

    California, United States Brock & Decker Full time

    Abu Dhabi - Investment Director — Investments in AI Startups (Remote) Direct message the job poster from Brock & Decker Employer Venture Capital Fund - Abu Dhabi-based Location Remote role Function Direct Investments (Early to Growth) — Artificial Intelligence The Firm The Firm is a global private equity and venture investor with a mandate to catalyze...

  • Senior Associate, Corporate Compliance and Transformation Services

    1 week ago

    California, United States AECOM Full time

    **Business Title:** Senior Associate, Corporate Compliance and Transformation Services**Requisition Number:** 119991 - 9**Function:** Tax Services**Area of Interest:****State:** CA**City:** Sacramento**Description:**At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture...

  • Senior PE Associate — Sourcing

    2 weeks ago

    California, United States Meraki Talent Full time

    A growth-oriented private equity firm in California seeks an Investment Associate to join its team. This full-time role involves leading diligence, sourcing investment opportunities, and monitoring portfolio performance. Ideal candidates have 3-5 years of experience in investment banking or private equity and possess strong financial modeling and...

  • Senior Associate Management Consulting

    3 weeks ago

    California, United States Trace3 Full time

    OverviewTrace3’s Management Consulting (MC) team guides teams and organizations through strategic and highly visible business initiatives to optimize performance and enhance business outcomes. The Senior Associate role involves partnering with clients to support strategic planning and roadmaps, driving execution of complex, cross-functional initiatives and...