Investment Associate, Private Equity

Investment Associate, Private Equity LOCATION New York, NY, USA (Hybrid work - required to be in office 3-4 days/week) JOB DESCRIPTION Ascend Interplay is a multi-family office seeking an Investment Analyst to operate at the intersection of financial modeling, investment research, and decision support. This is a high-ownership role for someone who can build and own models, synthesize complex and unstructured inputs into clear investment insights, and help drive real-time decision-making across the portfolio. You’ll work directly with senior investors, contributing to asset allocation, portfolio management, and private/public market investing, while leveraging AI tools (LLMs/GPT) to accelerate insight generation and workflow efficiency. WHAT YOU’LL DO - Build and maintain asset allocation, cash flow, and financial models. - Run scenario and sensitivity analyses to inform portfolio decisions. - Support valuation, forecasting, and capital allocation strategy. - Convert unstructured inputs (calls, transcripts, AI outputs, market data) into clear, actionable recommendations. - Extract signal from noise across markets, sectors, and investment opportunities. - Draft investment memos, briefs, and decision-ready materials. - Conduct industry, sector, and macro research (market sizing, comps, trends). - Track private markets, credit, and public equities landscapes. - Surface emerging opportunities and risks across the portfolio. - Manage investment pipeline (Airtable/CRM) including stage tracking, ownership, and reporting. - Maintain audit-ready files, clean data rooms, and organized workflows. - Support diligence, portfolio monitoring, and quarterly reviews. - Use AI (LLMs, GPT) to enhance research, synthesis, and workflow automation. - Build repeatable systems for data synthesis, insight generation, and reporting. REQUIRED SKILLS - 2–4 years of experience in investment analysis, equity research, credit, IB, consulting, or related fields. - Strong financial modeling skills (Excel; three-statement, cash flow, scenario analysis). - Experience with investment research, valuation, and market analysis. - Ability to synthesize complex information into clear, structured insights. - Exceptional organization and attention to detail (audit-ready work, clean pipelines). - High ownership mindset; thrives in a small, fast-paced team. PREFERRED SKILLS - Experience in multi-family office, hedge fund, private credit, or private markets. - Familiarity with Airtable or CRM-based pipeline management. - Experience leveraging AI tools for research, analysis, or workflow automation.