About the Investor Associate (Underwriter) Role

Join a prestigious New York City-based family investment office through this exclusive Robert Half opportunity. As an Investor Associate (Underwriter), you'll play a critical role in a high-performing team that invests across private and public markets. This position offers exposure to direct investments, co-investments, and fund allocations spanning early-stage startups to post-IPO companies. With a dynamic, entrepreneurial culture, this family office maintains rigorous standards in underwriting and financial diligence, ensuring every investment decision is robust, defensible, and aligned with long-term value creation.

The role demands precision in financial modeling, keen analytical insight into company performance metrics, and the ability to thrive in a fast-paced environment. Ideal for finance professionals passionate about venture capital, private equity, and alternative investments, this position provides hands-on experience with a diverse portfolio across asset classes. Robert Half proudly presents this career-defining opportunity in the heart of Manhattan's financial district.

Key Responsibilities

Financial Modeling & Analysis

Develop sophisticated financial models for direct investments, co-investments, and fund commitments. You'll dive deep into unit economics, margin profiles, cash flow projections, capital efficiency, and burn rate analysis across seed, growth, and mature-stage companies. Conduct comprehensive downside scenarios, sensitivity testing, and stress analyses to identify and challenge unsupported assumptions, ensuring investment theses are rock-solid.

Due Diligence Leadership

Lead financial due diligence processes by organizing virtual data rooms, scrutinizing third-party reports (legal, technical, market), and dissecting management presentations. Track all diligence items meticulously, collaborating with external advisors to mitigate risks and uncover hidden opportunities. Your work directly influences multimillion-dollar investment decisions.

Investment Support & Execution

Support the investment committee with clear, data-driven presentations. Monitor existing portfolio performance, providing ongoing financial insights. Contribute to deal sourcing by screening opportunities in public and private markets, from venture-backed startups to established public equities.

Required Qualifications

To excel as an Investor Associate (Underwriter), candidates must possess:

• 3-5+ years in investment banking, private equity, venture capital, or family office underwriting
• Exceptional Excel proficiency with proven financial modeling expertise
• Deep understanding of startup metrics (LTV/CAC, burn/runway, etc.)
• Bachelor's degree in Finance, Economics, Business, or quantitative field (MBA or CFA preferred)
• Analytical mindset with experience in scenario planning and risk assessment
• Strong organizational skills for managing complex diligence processes
• Excellent written and verbal communication for stakeholder presentations
• Thrives in entrepreneurial, high-stakes environments

Robert Half seeks candidates with a track record of rigorous analysis in competitive investment landscapes.

Why Join Us?

This role offers unparalleled exposure to a broad investment spectrum in one of NYC's most dynamic family offices. Enjoy a competitive salary ($120K-$150K base + bonus), carried interest potential, comprehensive benefits, and professional growth in a collaborative culture. Work alongside top talent on transformative deals, from Series A ventures to public market allocations. Robert Half provides seamless recruitment support for this full-time position in New York City, New York, United States. Apply now to elevate your investment career!

Keywords: Investor Associate, Underwriter, Financial Modeling, Venture Capital Jobs NYC, Private Equity Careers, Family Office Underwriting, Robert Half Finance Jobs