Job Description
LOCATION
New York, NY, USA (Hybrid work - required to be in office 3-4 days/week)
JOB DESCRIPTION
Ascend Interplay is a multi-family office seeking an Investment Associate to join our team. The ideal candidate is an analytical self-starter and collaborative problem-solver who can own and evolve financial models (asset allocation, cash management, and three-statement models), convert unstructured inputs (calls, transcripts, AI/GPT summaries) into crisp, actionable recommendations, and communicate clearly through tight briefs, memos, and decks.
This person needs to be exceptionally organized and detail-oriented, maintaining audit-ready files, clean pipelines, and a steady cadence of insights that drive fast, high-quality decisions.
- WHAT YOU’LL DO
- Own financial models. Asset allocation, cash management, scenarios/sensitivities, and documentation/version control.
- Work within the following asset classes: Private Equity, Venture Capital, Private Credit, Real Estate, Derivatives and Structured Products.
- Analyze meeting notes and survey data to surface implications, unresolved questions, and targeted recommendations for the investment team.
- Lead industry and sector research within landscapes, market sizing, comps, and signals.
- Manage Airtable investment pipeline stage hygiene, owner assignments, status, and weekly reporting.
- Build and refine decks.
- Draft investment memos.
- Take and structure diligence notes.
- Support with quarterly reviews.
- REQUIRED SKILLS
- 2+ years of experience in credit or equity research/analysis.
- Experience in Private Equity, Venture Capital, Private Credit, Real Estate, Derivatives and Structured Products.
- Be hungry for knowledge and willing to "run through walls" to learn fast.
- Proven ownership of financial models (asset allocation, cash, three-statement/sensitivity literacy).
- Strong modeling skills, specifically in Excel.
- Ability to use AI to your competitive advantage.
- Excellent communication (briefs, memos, decks).
- Rigorous organization/detail (audit-ready files, clean pipelines).
- Can work independently.
- Thrives in a small team.
- PREFERRED SKILLS
- Experience as a credit or equity analyst.
- Experience with Airtable.
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