Private Investments Summer Associate - Summer 2026 at Blue Haven Initiative

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Jun, 26

Salary

0.0

Posted On

07 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Modeling, Due Diligence, Market Research, Investment Analysis, Pipeline Management, Financial Statements, Impact Investing, Deal Sourcing, Memo Writing, Competitive Landscaping, Portfolio Monitoring, Process Improvement, Communication, Time Management, Attention To Detail

Industry

Investment Management

Description

Organization Overview Founded in 2012 by Liesel and Ian Simmons, Blue Haven Initiative (BHI) is a single-family office managing a diversified investment portfolio. As one of the first family offices created with impact investing as its mission and focus, BHI seeks market rates of financial return on its investments as well as maximum social and environmental impact. With this approach, BHI considers the nuanced implications of its investment choices while pursuing financial returns appropriate to each asset class or venture. A core focus of BHI is its in-house Private Investments team, which partners with bold entrepreneurs and emerging fund managers who are tackling some of today’s most pressing challenges. The Private Investments team deploys long-term capital into high-growth, tech-enabled businesses and leading fund managers. Our strategy centers on three core pillars: climate, financial services, and mental health. We back solutions that decarbonize industries and build resilience, technologies that expand financial access and stability, and models that improve mental health outcomes and affordability. These focus areas reflect our conviction that addressing interconnected global challenges can generate both strong returns and lasting impact. BHI is a fast-moving, dynamic workplace requiring high enthusiasm for financial and operational due diligence as well as the impact intended with each investment. BHI is a remote organization, with the Managing Director based in New York City. Position Summary The summer internship is a unique, high-visibility opportunity to work at the heart of BHI's investment activities. As a member of the Private Investments team reporting directly to the Managing Director, the Summer Associate will be embedded in end-to-end investment processes, from early-stage sourcing and market mapping through due diligence, pipeline management, and live deal support. The Summer Associate will also contribute to systems optimization and process improvements that directly shape how the team operates. This is a dynamic role with real responsibility: the Summer Associate will interact directly with senior leadership, Investment Committee members, and founders, gaining exposure that is rare at the internship level and meaningful from day one. The internship is expected to be approximately 2 months, running from June to August. The position is full-time and remote, with flexibility on work location. The Summer Associate will have the option to work in-person with the Managing Director in New York City a few times per week for those based in or near the area. A detailed description of the position is included below. Duties and Responsibilities Conduct market research and build market maps across the US financial services and mental health investment landscapes, identifying trends, emerging business models, and high-potential early-stage companies Review inbound investment proposals and prioritize high-quality opportunities aligned with BHI's thesis Analyze market opportunities and investment themes to source proprietary deal flow Meet with founders and management teams to assess potential investments Assist in developing and refining investment selection criteria and internal evaluation frameworks Provide daily support throughout the investment process, including memo writing, financial analysis, and competitive landscaping Support portfolio monitoring activities including tracking financial performance, conducting company research, and evaluating impact metrics Qualifications Skills and Abilities Ability to manage multiple tasks and responsibilities simultaneously Proficient in building, reading, and interpreting financial models, statements, and projections Strong research aptitude: ability to independently identify, qualify, and prioritize prospective companies from scratch Drive to take ownership of processes and take tasks to completion with minimal oversight Excellent verbal and written communication skills, including synthesizing complex information into clear, concise narratives Demonstrated interest in the intersection of private markets and social impact Ability to work in a fast-paced, dynamic environment independently Commitment to managing deadlines and delivering timely work product Close attention to detail and accuracy in all materials Education and Experience Work experience in private equity/venture capital, investment banking, or management consulting Experience in or demonstrated interest in financial services, mental health, or healthcare investing MBA preferred; or equivalent academic achievement in finance, economics, or accounting Knowledge of and familiarity with investment analysis, accounting, and/or corporate finance Demonstrated interest in or commitment to the impact investment industry via work experience or volunteer positions Benefits and Compensation BHI will provide compensation that is commensurate with related work experience. To Apply To apply, we ask that you fill out our application managed by Greenhouse. Blue Haven Initiative is committed to an open and inclusive recruiting process, and we welcome submissions from candidates of all backgrounds. The application deadline is Friday, April 10th at 11:59pm ET. We will be in touch with qualified candidates on a rolling basis. Please keep this timeline in mind when submitting your application.

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Responsibilities

The Summer Associate will conduct market research, analyze investment proposals across financial services and mental health, and support the end-to-end investment process from sourcing through due diligence. Responsibilities also include assisting with portfolio monitoring and contributing to systems optimization and process improvements for the team.