Sr. Associate Investment Operations
Reston, VA
- Hybrid schedule
- Competitive Compensation Plan
- Comprehensive Benefits Program
Our client is a leading investment services organization with offices in Reston, VA, providing financial solutions, investment research, and advisory support to a portfolio of private and institutional investors. The firm is committed to delivering best-in-class due diligence and operational excellence to ensure sound investment decisions and long-term client success.
The Senior Associate will play a key role in supporting the investment due diligence on potential investments into small and emerging businesses. This individual will assist in gathering, analyzing, and reviewing information, preparing due diligence reports for evaluation by the investment committee. The ideal candidate has strong analytical skills, attention to detail, and an interest in financial markets and investment operations.
Key Responsibilities
- Conduct detailed due diligence on potential capital investments (e.g., private equity, investment banking, M&A advisory, transaction advisory, structured finance, private credit, family offices, etc.)
- Assist in evaluating investment strategies, underwriting and credit risk modeling
- Collect, organize, and analyze financial statements, offering documents, and compliance materials.
- Prepare and maintain comprehensive due diligence reports and supporting documentation.
- Monitor existing investments for ongoing performance and operational updates.
- Support the review and approval process for new investment offerings and updates to existing ones.
- Maintain databases and due diligence tracking systems to ensure accuracy and completeness.
Qualifications
- Bachelors degree in Finance, Accounting, Economics, Business, or related field required.
- 4-6 years of relevant experience in investment due diligence, asset management, research, or financial analysis preferred.
- Familiarity with alternative investments, fund structures, and financial reporting is a plus.
- Strong analytical, quantitative, and problem-solving skills.
- Excellent written and verbal communication abilities.
- High attention to detail and accuracy.
- Ability to manage multiple projects and meet deadlines in a fast-paced environment.
- Professional demeanor and strong sense of accountability.
