Investment Associate, Direct Equity - Irvine - Hybrid jobs in United States
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Pathway Capital Management · 2 days ago

Investment Associate, Direct Equity - Irvine - Hybrid

Pathway Capital Management is seeking an Associate to join its growing Direct Equity Investment Team. The role involves assisting in investment opportunities, leading analyses, coordinating due diligence, and preparing investment memos.

FinanceFinancial Services
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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

Qualification

Private equity experienceFinancial modelingInvestment underwritingCapital markets knowledgeMS Excel proficiencyResearch skillsTeam coordinationPresentation skills

Required

1-3 years of private equity, investment banking, valuation, or consulting experience
Extensive knowledge of the private equity asset class, including equity and debt capital markets
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

Preferred

Undergraduate degree in Economics, Finance, Accounting, or Business Administration preferred
Significant experience in investment underwriting, modeling, and valuation analysis preferred
Proficiency with CapitalIQ is a plus

Benefits

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.
Excellent 401(k) employer match.

Company

Pathway Capital Management

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Pathway is a provider of private market portfolio solutions for institutional investors worldwide.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2025-11-12Acquired

Leadership Team

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Stefanie Hochman
Sr. Vice President and Chief Compliance Officer
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Gianina Martinez
Partnership Accountant
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Company data provided by crunchbase