Associate, Investment Associate – Growth Strategy

The Investment Associate role at UCEA – Family Office Group in New York offers a unique opportunity to engage in the full lifecycle of private market investments. You’ll be responsible for originating and analyzing investment opportunities, coordinating due diligence, and managing transactions. This position is ideal for someone who enjoys building relationships and has a strong background in finance. Join a growing team and play a key role in shaping UCEA’s investment strategy.

What You’ll Do

• Find and evaluate private market investment opportunities.
• Conduct thorough financial and strategic analysis of potential investments.
• Coordinate due diligence across various workstreams.
• Prepare materials for Investment Committee meetings.
• Engage with founders and CEOs to discuss valuation and strategy.
• Manage transactions from initial discussions to closing.
• Build and maintain relationships with family offices and private investors.

What You Need

• Experience in private equity, venture capital, or investment banking.
• Strong financial and investment analysis skills.
• Excellent communication and relationship-building abilities.
• Ability to manage multiple transactions simultaneously.
• Genuine interest in private markets and long-term investor relationships.
• Existing relationships within the New York family-office community are a plus.

What You’ll Love

• Be part of a growing team in a dynamic investment environment.
• Work on diverse transactions and see the full lifecycle of investments.
• Engage with high-net-worth investors and influential partners.
• Contribute to building UCEA’s presence in the private capital market.

About the Firm

• UCEA is a family office group focused on private market investments.
• They operate at the intersection of direct investment and co-investment networks.
• The firm is expanding its presence in the US market.
• They value investment judgment and relationship-building.