Job Title : Investment Associate – Multi-Family Office Investment Fund
Location: Miami, FL or San Juan, PR (or able to commute two weeks a month to Puerto Rico)
Reports To: Managing Partner
Employment Type: Full-Time
About Us:
Our client is a multi-family office investment fund specializing in late-stage equity and debt investments across the lower and middle market. Their diversified investment portfolio spans various sectors, providing strategic capital to established companies seeking growth, recapitalization, or other strategic initiatives. They are committed to delivering consistent and attractive risk-adjusted returns for their clients through a disciplined investment approach.
Position Summary:
The Investment Associate will work directly with the Managing Partner to support all aspects of the investment process, from deal sourcing and evaluation to execution and portfolio management. This individual will play a critical role in research, financial analysis, transaction structuring, and ongoing monitoring of investments. The role offers an excellent opportunity to gain exposure to late-stage equity and debt investments across various sectors while working closely with senior leadership.
Key Responsibilities:
Qualifications & Requirements:
Benefits:
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