About the job
LOCATION
New York, NY, USA (Hybrid work - required to be in office 3-4 days/week)
JOB DESCRIPTION
Ascend Interplay, a distinguished multi-family office, is in search of a proactive and detail-oriented Investment Associate to become an integral part of our dynamic team. The ideal candidate will demonstrate exceptional analytical skills, a self-starting attitude, and a collaborative spirit, with the ability to own and enhance financial models (including asset allocation, cash management, and three-statement models). You will be adept at transforming unstructured inputs (such as calls, transcripts, and AI/GPT summaries) into clear, actionable insights and effectively communicating these through concise briefs, memos, and presentations.
We seek a highly organized individual with a keen attention to detail, who can maintain audit-ready files, ensure clean pipelines, and provide a consistent flow of insights that facilitate rapid, high-quality decision-making.
WHAT YOU’LL DO
Take ownership of financial models, including asset allocation, cash management, scenario analysis, and ensure proper documentation/version control.
Engage with various asset classes: Private Equity, Venture Capital, Private Credit, Real Estate, Derivatives, and Structured Products.
Analyze and synthesize meeting notes and survey data to highlight implications, unresolved issues, and targeted recommendations for the investment team.
Conduct thorough industry and sector research, focusing on landscapes, market sizing, comparables, and emerging signals.
Oversee Airtable investment pipeline hygiene, including owner assignments, status updates, and weekly reporting.
Construct and enhance presentation decks.
Draft detailed investment memos.
Capture and organize due diligence notes.
Assist with quarterly reviews.
REQUIRED SKILLS
Minimum of 2 years of experience in credit or equity research/analysis.
Familiarity with Private Equity, Venture Capital, Private Credit, Real Estate, Derivatives, and Structured Products.
A strong desire to learn and the motivation to overcome challenges quickly.
Demonstrated proficiency in managing financial models (asset allocation, cash management, and three-statement/sensitivity analysis).
Excellent modeling capabilities, particularly in Excel.
Ability to leverage AI as a competitive advantage.

