Trainer and Technical Writer
•ExperianHybrid· 8h
💰 Finance⏰ Full-time📈 Mid Level📍 Heredia, Costa Rica
8h ago
Interplay·2 months ago
LOCATION
New York, NY, USA (Hybrid work - required to be in office 3-4 days/week)
JOB DESCRIPTION
Ascend Interplay is a multi-family office seeking an Investment Associate to join our team. The ideal candidate is an analytical self-starter and collaborative problem-solver who can own and evolve financial models (asset allocation, cash management, and three-statement models), convert unstructured inputs (calls, transcripts, AI/GPT summaries) into crisp, actionable recommendations, and communicate clearly through tight briefs, memos, and decks.
This person needs to be exceptionally organized and detail-oriented, maintaining audit-ready files, clean pipelines, and a steady cadence of insights that drive fast, high-quality decisions.
WHAT YOU’LL DO
Own financial models. Asset allocation, cash management, scenarios/sensitivities, and documentation/version control.
Work within the following asset classes: Private Equity, Venture Capital, Private Credit, Real Estate, Derivatives and Structured Products.
Analyze meeting notes and survey data to surface implications, unresolved questions, and targeted recommendations for the investment team.
Lead industry and sector research within landscapes, market sizing, comps, and signals.
Manage Airtable investment pipeline stage hygiene, owner assignments, status, and weekly reporting.
Build and refine decks.
Draft investment memos.
Take and structure diligence notes.
Support with quarterly reviews.
REQUIRED SKILLS
2+ years of experience in credit or equity research/analysis.
Experience in Private Equity, Venture Capital, Private Credit, Real Estate, Derivatives and Structured Products.
Be hungry for knowledge and willing to "run through walls" to learn fast.
Proven ownership of financial models (asset allocation, cash, three-statement/sensitivity literacy).
Strong modeling skills, specifically in Excel.
Ability to use AI to your competitive advantage.
Excellent communication (briefs, memos, decks).
Rigorous organization/detail (audit-ready files, clean pipelines).
Can work independently.
Thrives in a small team.
PREFERRED SKILLS
Experience as a credit or equity analyst.
Experience with Airtable.