Associate- Investment Team [2026 Summer Start] at Advantage Capital

St. Louis, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Dec, 25

Salary

0.0

Posted On

26 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Critical Thinking, Financial Acumen, Market Research, Competitive Analysis, Strategic Planning, Problem-Solving Skills, Teamwork, Collaboration, Leadership Potential, Presentation Skills, Adaptability, Flexibility, Project Management, Communication Skills, Organizational Skills

Industry

Financial Services

Description

Description Hiring in multiple locations: Austin, TX; New Orleans, LA; New York, NY; St. Louis, MO As a member of the investment team, an associate’s 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 Columbia. In total, Advantage investments have supported 67,900 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

Responsibilities

As an associate on the investment team, you will participate in sourcing, underwriting, and executing investments into portfolio companies. You will also monitor and support existing investments while conducting due diligence and preparing financial models.