Description

Description

Our client, a New York City-based family investment office, is seeking a Senior Investment Associate to join their growing team. This office invests across both private and public markets through direct investments, co-investments, and fund allocations with exposure to a broad spectrum of asset classes. The portfolio spans early-stage startups through post-IPO companies, all supported by a dynamic, high-performing, and entrepreneurial culture.

The Senior Investment Associate, Underwriter, plays a pivotal role in maintaining the team's high standards of underwriting, comprehensive financial diligence, and rigorous investment decision-making. This position ensures that all analyses and executions are high-quality, consistent, and robustly defensible across direct deals, co-investments, and fund opportunities.

Key Responsibilities:

• Develop and manage detailed financial models for direct investments, co-investments, and fund opportunities

• Evaluate unit economics, margin profiles, cash flow projections, capital efficiency, and burn/runway across various stages of company growth

• Conduct downside, sensitivity, and scenario analyses; proactively identify and communicate aggressive or unsupported assumptions

• Support financial due diligence by organizing data rooms, reviewing third-party reports, analyzing management materials, and tracking outstanding diligence items

Requirements

Qualifications:

Demonstrated expertise in financial modeling, investment analysis, and risk assessment

Prior experience supporting transaction diligence in a buy-side or private equity environment

For immediate consideration please email Alex.Muzaurieta@roberthalf.

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