Investment Associate, Ascend Family Office jobs in United States
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Interplay · 6 hours ago

Investment Associate, Ascend Family Office

Interplay is a multi-family office seeking an Investment Associate to join our team. The ideal candidate will own and evolve financial models and communicate actionable recommendations based on data analysis.

FinanceFinancial ServicesVenture Capital

Responsibilities

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

Qualification

Financial modelingPrivate EquityVenture CapitalExcel modelingAirtableCredit analysisEquity analysisCommunicationDetail-orientedIndependent workTeam collaboration

Required

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

Experience as a credit or equity analyst
Experience with Airtable

Company

Interplay

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Interplay is a startup ecosystem that supports founders via venture capital, an accelerator, business services, and a multi-family office.

Funding

Current Stage
Early Stage

Leadership Team

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Kevin W. Tung
Senior Partner
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Mark Peter Davis
Managing Partner
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Company data provided by crunchbase