Investment Associate

3 days ago


Reston, Virginia, United States Partners Capital Full time
Investment Associate - Co-Investment

We are seeking a highly skilled Investment Associate to join our Private Equity Co-Investment Team in our New York office. The successful candidate will be responsible for supporting senior investment professionals in the growth of our private equity co-investment activities, focusing on buyout transactions and select venture capital and growth equity investments.

The ideal candidate will have a deep understanding of investing and markets, with 1-3 years of work experience in investment banking or direct investing. Strong quantitative analysis and problem-solving skills, excellent verbal and written communications skills, and a flexible entrepreneurial attitude are essential.

The Investment Associate will be responsible for:

  • Supporting rigorous and comprehensive due diligence of direct co-investment opportunities
  • Developing an independent view of the merits of the investment, including analysis of management, markets, customers, suppliers, financial statements, operations, transaction comparables, structure, and other criteria that determine investment success
  • Executing upon the diligence work plan, including review and assessment of comprehensive materials on the opportunity, and further diligence may include sensitivity analysis of investment underwriting, qualitative assessments of the manager, investment process, and research quality, and external referencing and triangulation
  • Preparing materials for investment committee consideration, including transaction information, company/opportunity financial analyses, due diligence findings, investment recommendation, and preparing summary materials for client-facing teams/fundraising
  • Supporting ongoing diligence and monitoring of the co-investment portfolio, including formal quarterly and annual reviews

Additional responsibilities include ensuring all information security processes, policies, and procedures are adhered to and any issues or concerns are raised with the Cyber Security team, and ensuring full compliance with all local data protection regulations and privacy controls.

Partners Capital is committed to being a great place to work, offering competitive compensation, exceptional benefits, and a flexible "results-focused" working model. The Firm also supports global philanthropy via a charity program and volunteer day.

New York requires Partners Capital to include a reasonable estimate of the base salary range for this role. A reasonable estimate of the base salary range for this role in New York is $100,000 - $170,000.



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