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Job Title: Investment Associate
Job Summary: As an investment associate, you will play a crucial role in supporting senior investment professionals in analyzing, executing, and monitoring investment opportunities across various asset classes. Your responsibilities will include conducting financial analysis, performing due diligence, preparing investment memos and presentations, and assisting in the development and implementation of investment strategies.
Responsibilities:
- Conduct financial analysis, including company valuation, financial modeling, and scenario analysis.
- Perform due diligence on potential investment opportunities, including market research, industry analysis, and competitive benchmarking.
- Assist in the preparation of investment memos, pitch books, and presentations for internal and external stakeholders.
- Support senior investment professionals in deal execution, including negotiation, structuring, and documentation.
- Monitor and evaluate existing investments, track performance metrics, and prepare performance reports for management and investors.
- Stay abreast of market trends, economic developments, and regulatory changes that may impact investment decisions.
- Collaborate with cross-functional teams, including legal, compliance, and operations, to ensure smooth execution of investment transactions.
- Build and maintain relationships with external stakeholders, including clients, investment banks, and industry experts.
- Contribute to the development and refinement of investment strategies, investment processes, and risk management frameworks.
- Assist in ad-hoc projects and initiatives as required by senior management.
Qualifications:
- Bachelor's degree in finance, economics, business administration, or a related field. Master's degree or CFA (Chartered Financial Analyst) designation is a plus.
- 2-5 years of relevant experience in investment banking, private equity, hedge funds, or asset management.
- Strong quantitative and analytical skills, with proficiency in financial modeling and valuation techniques.
- Excellent written and verbal communication skills, with the ability to articulate complex ideas clearly and concisely.
- Detail-oriented with the ability to prioritize tasks and manage multiple projects simultaneously.
- Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, FactSet).
- Strong work ethic, team player, and ability to thrive in a fast-paced, dynamic environment.
- Knowledge of relevant regulatory requirements and industry best practices.
- Demonstrated passion for financial markets and investment management.
Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Vaco LLC and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco") respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco's HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:
- the individual's skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.