Associate- Investment Team [2026 Summer Start]
Associate- Investment Team [2026 Summer Start]
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Salary Not Disclosed
1 Vacancy
Job Description
Hiring in multiple locations: Austin TX; New Orleans LA; New York NY; St. Louis MO
As a member of the investment team an associates primary role is to participate as an integral part of deal teams in the sourcing underwriting and execution of investments into new or existing portfolio companies. These investments include venture capital private equity and debt investments all of which support the fund mandates of generating returns while creating community impact and supporting businesses in underserved parts of the United States. With the other members of the applicable deal team the associate performs due diligence prepares financial models and investment presentations negotiates terms and assists with execution and documentation during closing. Equally importantly associates help to monitor and support our existing portfolio of investments. Other duties include:
- Evaluate potential equity and/or debt investments in operating companies in various industries which provide a measurable impact alongside financial return.
- Meet with management and conduct on-site due diligence as part of the investment process. This entails travel across the United States a few days per month.
- Work on deal teams during the due diligence process underwriting and closing of various types of transactions including subordinated debt senior debt venture capital and growth equity.
- Prepare financial models and help craft and pitch investment presentations for internal committee approval.
- Conduct portfolio-company monitoring and value-added activities (i.e. quarterly reviews board calls follow-on investments).
- Represent Advantage Capital on portfolio company boards in Director and Observer roles.
- Learn the program structures of New Market Tax Credits Solar Rural Jobs & Investments Act and other state and federal economic development programs.
- Work with legislative and compliance team to capture investment impact and job data.
Requirements
- MBA or equivalent advanced degree with 2 years of experience (or estimated graduation day spring/summer 2026)
- Or minimum 4 years of prior work experience
- Proficiency in Microsoft Office (Excel Outlook PowerPoint Word)
- Demonstrated ability to analyze complex business problems and develop strategic solutions.
- Excellent written and verbal communication skills.
- Strong organizational and project management abilities.
Preferred Skills
- Analytical and critical thinking skills: Ability to analyze data identify trends and draw meaningful insights to support decision-making.
- Financial acumen: Understanding of financial statements budgeting forecasting and financial modeling.
- Market research and competitive analysis: Familiarity with market research techniques industry analysis and competitive intelligence to identify opportunities and inform strategic decisions.
- Strategic planning: Experience in developing and executing strategic plans to achieve business objectives.
- Problem-solving skills: Ability to identify and address business challenges creatively and effectively.
- Teamwork and collaboration: Strong interpersonal skills to work effectively in cross-functional teams and collaborate with colleagues at various levels of the organization.
- Leadership potential: Demonstrated leadership skills or the ability to take initiative and drive projects forward.
- Strong presentation skills: Ability to deliver clear and compelling presentations to both internal and external stakeholders.
- Adaptability and flexibility: Willingness to adapt to changing priorities work on multiple projects simultaneously and thrive in a fast-paced environment.
About Advantage Capital
Founded in 1992 Advantage Capital has endeavored to generate competitive investment returns while fulfilling our mission of bringing businesses and jobs to markets that historically lack access to investment capital. We have levered $3.3 billion in capital raised in connection with federal new markets tax credits and companion state tax credit incentive programs to invest approximately $4.2 billion in more than 900 small businesses in 39 states and the District of total Advantage investments have supported 67900 jobs. We expanded our syndication platform in 2015 to the affordable housing space and in 2016 launched our renewable energy business line experiencing rapid growth.
***POSITION START DATE IS SUMMER 2026***
Perks at Advantage Capital
- Competitive medical dental and vision insurance
- Life insurance disability and long-term care
- HRA and HSA with annual company deposit
- 401(k) with company match
- Employee stock program
- Training & development opportunities
- Paid personal & vacation time
- Paid parental leave
- Gym membership
- Employee assistance program
- Firm-wide retreats
- Service awards
- Company swag
- Holiday parties
- Community service opportunities
Required Experience:
IC
Employment Type
Temp
