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Job Description
Investment Associate at Maximus Partners, LLC Investment Associate at Maximus Partners, LLC in Wayne, Pennsylvania Posted in 2 days ago.
Type:
full-time
Job Description:
Associate, Investments I'm working with a diversified investment group seeking an Associate, Investments to join a small, high?impact team. This role offers hands?on work, broad exposure across operating companies and other investments, and the chance to contribute directly to deal evaluation, modeling, planning, and portfolio performance. Responsibilities Evaluate investment opportunities and capital allocation decisions Build financial models for planning, forecasting, liquidity, and scenarios Support tax planning with projections and structure modeling Assist with diligence for acquisitions, divestitures, and financings Prepare budgets, forecasts, and variance analyses Monitor performance and key metrics across portfolio companies Requirements 2-5 years in corporate finance, investment banking, private equity, or family office Strong financial modeling and valuation skills Bachelor's in Finance, Economics, or related field