<p>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.</p><p><br></p><p>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.</p><p><br></p><p>Key Responsibilities:</p><p>·      Develop and manage detailed financial models for direct investments, co-investments, and fund opportunities</p><p>·      Evaluate unit economics, margin profiles, cash flow projections, capital efficiency, and burn/runway across various stages of company growth</p><p>·      Conduct downside, sensitivity, and scenario analyses; proactively identify and communicate aggressive or unsupported assumptions</p><p>·      Support financial due diligence by organizing data rooms, reviewing third-party reports, analyzing management materials, and tracking outstanding diligence items</p><p><br></p><p><br></p>

<p>Qualifications:</p><p>Demonstrated expertise in financial modeling, investment analysis, and risk assessment</p><p>Prior experience supporting transaction diligence in a buy-side or private equity environment</p><p><br></p><p>For immediate consideration please email Alex.Muzaurieta@roberthalf.</p>

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