Job description
Join Apex Growth Partners, a premier investment firm focused on mid market and growth stage opportunities. We are seeking an Investment Associate to support deal sourcing, financial modeling, due diligence, and portfolio monitoring in a fast-paced, collaborative environment.
In this role you will partner with senior investment professionals to build compelling investment theses, run rigorous financial models, and prepare investment committee materials.
We value curiosity, analytical rigor, and the ability to translate complex data into clear recommendations for internal and external stakeholders.
Responsibility
- Contribute to sourcing and evaluating potential investments across sectors within the portfolio strategy.
- Build and maintain detailed financial models including DCF, LBO, and sensitivity analyses.
- Conduct industry and company research, gather data, and prepare investment memos and presentations.
- Perform due diligence coordination with external advisors and internal teams.
- Support portfolio monitoring, budgeting, and risk assessment post-investment.
- Assist with investment committee materials and deal closing processes.
Qualification
- Bachelor's degree in finance, economics, or a quantitative field; MBA or CFA preferred.
- 2–4 years of relevant experience in investment banking, private equity, or asset management.
- Strong financial modeling skills and proficiency in Excel; experience with Python or SQL is a plus.
- Solid understanding of valuation techniques and capital markets.
- Excellent written and verbal communication; ability to present complex data clearly.
- Detail-oriented, highly organized, and able to manage multiple priorities in a fast-paced environment.