Investment Associate

MIA, FL

Full Time

Experienced

Our client, a dynamic and internationall company with growing operations in the U.S., is seeking to add an Investment Associate to its Miami team. This role will focus on supporting the execution of investment strategies in illiquid asset classes, particularly Private Equity and Venture Capital, while building strong relationships with U.S. market players and global partners.

Key Responsibilities

Support the development and execution of investment strategies across Private Equity, Venture Capital, and other illiquid opportunities.
Conduct financial modeling, market research, and due diligence on funds, managers, and direct opportunities.
Assist in portfolio monitoring, reporting, and performance tracking to ensure alignment with family objectives.
Strengthen relationships with U.S. and international fund managers, contributing to the Family Office’s long-term strategic partnerships.
Collaborate with senior leadership on evaluating opportunities, negotiating terms, and supporting portfolio construction.

Ideal Profile

3–8 years of professional experience in investment roles with exposure to alternatives/illiquid assets (PE, VC, Real Assets).
Previous experience from a Family Office, Wealth Management, Private Banking, Fund of Funds, or top-tier Consulting/Big 4 advisory (M&A, due diligence, or transaction services).
Solid analytical skills with proven ability to perform due diligence and evaluate investment opportunities.
Strong knowledge of the U.S. financial markets and experience in cross-border transactions is highly desirable.
Entrepreneurial mindset and ability to thrive in a small, dynamic, and international environment.
Bachelor’s degree in Finance, Economics, Accounting, or related field (Master’s not required).
Fluency in English; Spanish is a plus.
Must hold valid U.S. work authorization.

This is an excellent opportunity for a professional looking to take ownership, work closely with decision-makers, and contribute to shaping a long-term investment strategy within a growing Family Office environment.

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Do you currently have valid U.S. work authorization (Green Card, U.S. citizenship, or existing work visa)?*

How many years of experience you have working with illiquid investments (Private Equity, Venture Capital, Real Assets)?*

Have you worked in a Family Office, Wealth Management, Fund of Funds, Private Banking, Investment Banking (M&A), or Big 4 Consulting (due diligence/transaction services)?
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