We are looking for an Investment Associate to join a dynamic team and play a key role in sourcing, evaluating, and supporting investments in private companies and fund managers. This role offers exposure across the full investment lifecycle and the opportunity to work directly with senior investors, founders, and clients. The ideal candidate is intellectually curious, highly analytical, and passionate about building a long-term career in private markets.

Responsibilities:

• Source, track, and manage deal flow across private equity and venture capital opportunities.
• Coordinate and lead company and market diligence meetings.
• Conduct due diligence and financial analysis to evaluate potential investment opportunities.
• Perform and present market and competitive analysis to inform investment theses.
• Actively support portfolio companies through initiatives such as financial modeling, recruiting, and business development.
• Build and maintain a strong network of industry relationships to drive sourcing and insight.
• Manage investment data and pipeline activity within the CRM system.
• Create Investment Committee materials to facilitate informed decision-making.
• Support investor communications through materials such as portfolio updates, investment memos, pipeline reports, and quarterly updates.
• Collaborate with the Operations team on capital tracking, legal entity formation, investor statements, capital calls/distributions, and tax reporting.
• Review pitch decks, evaluate term sheets, and analyze financial models for client-related investment opportunities.

Experience:
• 2–4 years of experience in investment banking, private equity, venture capital, or management consulting.
• Strong financial modeling skills, analytical capabilities, and general business acumen.
• Comfortable engaging with clients and executives, translating complex analysis into actionable insights.
• Exceptional organization and attention to detail, with the ability to manage multiple priorities across teams.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint); willingness to learn additional tools and systems.
• This role is a full-time, in-office position within a flexible and collaborative work environment.
• Series 65 license or CFA Charter a plus
• Undergraduate degree required

Compensation:
• Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.


Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.