Investment Associate

Company Profile

August Group is a multi-family office, with a focus on exemplary services tailored to ultra-high-net-worth families and top-tier professional athletes. These services include sophisticated portfolio management, integrated wealth planning, and tax & accounting coordination. Our comprehensive suite of services allows us to differentiate ourselves with our distinguished clientele and become essential in helping them achieve their aspirations.

Position Summary

The Investment Associate will be an integral member of a lean investment team responsible for supporting the full lifecycle of private markets investing (including investing in funds, as well as directs and co-investment opportunities). This role combines manager due diligence, portfolio monitoring, research, and investment analysis across asset classes including private equity, private credit, growth equity, CLOs, venture capital, and real assets.

The Associate will also play a meaningful role in the development and ongoing management of a new multi-asset evergreen fund of funds vehicle. This includes work related to manager selection, portfolio construction, liquidity management, pacing analysis, and performance tracking. The vehicle will primarily focus on income-oriented private strategies.

The ideal candidate brings strong analytical capabilities, sound investment judgment, experience evaluating private market opportunities, and the ability to communicate insights clearly and professionally. This is an opportunity to gain broad exposure across alternative asset classes while contributing directly to the firm's growth and institutional development.

Key Responsibilities

Private Markets Due Diligence

• Support end-to-end diligence of private market funds, including review of data rooms, performance analytics, reference calls, market mapping, and preparation of diligence summaries

• Lead screener calls with new relationships, as well as IDD and ODD calls for projects in advanced diligence stages

• Evaluate fund investment strategies, benchmark their track record against PMEs / competitors, and analyze their portfolio construction approach, risk management processes, and investment terms

• Support in the selection of publicly available proxies to private market exposures with lower risk / higher liquidity as Tier-2 liquidity options for the evergreen fund

• Assist in preparing investment memos, summaries, and presentation materials for internal committees and stakeholders

Portfolio Monitoring and Reporting

• Monitor existing private markets investments, including review of quarterly reports, capital account statements, financial statements, and operational updates

• Track fund performance, NAV changes, and key KPIs across the portfolio

• Prepare portfolio level summaries, conduct risk analyses, review exposures, and draft performance presentations for leadership and clients

• Create and maintain spreadsheets while working with internal diligence & portfolio management databases to forecast liquidity needs, monitor portfolio distributions, and track performance attribution for the evergreen fund of fund

Supporting Direct Investments

• Assist with underwriting and analysis of direct and co-investment opportunities, including modeling, valuation, and investment memo support

• Evaluate company fundamentals and unit economics, including growth and retention, margin and cash flow drivers, and competitive positioning

• Review and summarize key transaction terms and documentation, including term sheets, subscription agreements, shareholder agreements, and investor rights

• Support execution and post-close monitoring of investments, including diligence coordination, KPI tracking, valuation updates, follow-on analysis, and preparation for exit or secondary opportunities

Research and Market Insights

• Conduct thematic and sector research across private equity, venture capital, private credit, real assets, and structured credit markets

• Stay current on trends in alternative investments, fundraising activity, valuation environments, macroeconomic conditions, and competitive dynamics

Internal Collaboration and Process Support

• Work closely with the CIO and broader August Group team to maintain strong investment processes and disciplined documentation

• Support relationship management with external managers, administrators, and service providers

• Contribute to workflow improvements, standardization of templates, and efficiency enhancements across the investment function

Qualifications

Experience and Education

• Three to five years of experience in private markets investing, investment management, investment consulting, private equity, private credit, or related fields

• Bachelor's degree in Finance, Economics, Accounting, Business, or another analytically rigorous discipline

• CFA designation or progress toward the designation considered an asset.

Technical and Analytical Skills

• Strong understanding of private equity, private credit, venture capital, real assets, and alternative investment structures.

• Proficiency with investment research and diligence tools including PitchBook, Preqin, and AlphaSense

• Advanced Microsoft Excel skills. High level of comfort with financial modeling, performance analytics, and cash flow analysis.

• Strong written and verbal communication skills with the ability to present findings clearly and concisely

Attributes for Success

• Strong intuition and judgment related to private markets, fund evaluation, and portfolio considerations

• Highly organized with strong attention to detail and the ability to manage multiple priorities

• Intellectual curiosity, proactive mindset, and the ability to work independently in a lean team environment

• Entrepreneurial mindset, with the motivation to use AI and other tools to enhance and expedite learning

• Professional maturity and the ability to work effectively with senior stakeholders and external managers

What You Can Expect

Meaningful Work – Contribute directly to the success of the August Group by making an impact on process improvements, investment initiatives and autonomy to implement solutions.

Professional Growth – Engage with external learning avenues, support in obtaining certifications, and opportunities to expand your skill set in a dynamic financial services environment.

People-First Culture – We pride ourselves on being a team that values trust, transparency, and mutual respect. We celebrate collaboration, encourage open communication, and foster a workplace where employees feel empowered.

Competitive Compensation – We offer compensation and benefits aligned with industry standards and additional perks that support overall well-being.

Work–Life balance – We understand the importance of balance. We offer our employees a hybrid office schedule. Our workplace promotes flexibility and long-term sustainability in your career.

Equal Opportunity Employer

We will provide accommodation for candidates with disabilities at any stage of the hiring process upon request. If you require accommodation, we will work with you to meet your needs in a way that ensures equal opportunity. If you require accommodation, please notify Human Resources,

Our team is growing, and we are excited to welcome professionals who are curious, driven, and eager to make an impact.