Investment Associate supporting Pathway’s direct equity investment team in pre-screening and analysis of investment opportunities. Involves collaboration with general partners, due diligence processes, and performance evaluation.
Responsibilities
Assist in initial pre-screening of new direct equity investment opportunities
Support the investment process by leading various analyses and due diligence processes for investment opportunities, including detailed financial modeling
Coordinate with general partners, third-party consultants, and select clients to support due diligence and manage project timelines
Prepare comprehensive investment memos and present recommendations to Pathway’s direct equity investment committee and select clients
Assist in the post-close monitoring process, including intake of monthly/quarterly reporting packages, tracking operating performance and debt compliance, assessing performance and outlook, and reporting
Oversee investment analysts to ensure quality of work and due diligence timeliness
Assess and present performance/attribution analysis on an individual investment and total portfolio basis to investors
Requirements
1-3 years of private equity, investment banking, valuation, or consulting experience
Undergraduate degree in Economics, Finance, Accounting, or Business Administration preferred
Extensive knowledge of the private equity asset class, including equity and debt capital markets
Significant experience in investment underwriting, modeling, and valuation analysis preferred
Strong writing, presentation, and research skills
Ability to work efficiently, manage to deadlines, and coordinate effectively with teams
Expertise in MS Excel, PowerPoint, and Word is required
Proficiency with CapitalIQ is a plus
Benefits
Flexible work format and collaborative yet autonomous culture.
Health insurance coverage is provided with a minimal payroll contribution.
Observation of ~10 bank holidays per year and generous vacation accrual and one discretionary bonus per year.
Senior Finance Integration Specialist managing finance integration for new veterinary clinics in Europe, supporting IVC Evidensia's international growth strategy. Collaborating with teams across borders and enhancing financial operations.
D&O/FI Complex Claims Adjuster focused on investigating complex claims in Financial Lines. Role involves interaction with clients and internal teams to manage the claims process.
Assistant Vice President, Finance for March of Dimes overseeing financial operations and strategic leadership in financial analysis to support organizational objectives. Leading the finance team and ensuring operational efficiency.
Senior Analyst in FP&A contributing to financial insight and strategic planning decisions at Focus Group, a rapidly scaling technology services company.
Investment Accountant III handling Financial Reporting and Accounting for Private Equity assets. Collaborating with teams, preparing disclosures and managing cash activities.
Senior Financial Analyst at Burlington focusing on accurate analysis and reporting of inventory. Collaborating with cross - functional teams on shortage control and recommending improvements.
Senior Strategic Planning Consultant leading strategic initiatives at VELUX. Driving operational excellence in Buildings of the Future & Group Sustainability teams.
Junior Finance Analyst managing financial ledgers, budget tracking, and operational data reporting. Required 1 - 2 years finance experience; located in Shanghai.
Senior Manager of GTM Finance Operations & Planning at Xero. Responsible for consolidating systems and analysis to drive Go - to - Market performance and empower small businesses.
Senior Manager of GTM Finance Operations & Planning responsible for consolidating and standardizing financial processes for Xero. Leading efforts in financial modeling and insights for better decision making.