monitor_heart
  
Dashboard

Associate Job

Spam Check If this is a scam... Mark as SPAM
Marked Thank you for helping!... Undo
Employer: Sweetwater Investment Management LLC
SpiderID: 14111446
Location: Encinitas, California
Posted: 12/10/2025
Wage: 92227
Priority Review Date: 1/9/2026
Job Code / NOC / SOC: 13-2051
Category: Finance/Investment
Job Description:
• Lead and support the investment underwriting and due diligence process by developing comprehensive financial models, drafting investment memoranda, and coordinating with internal teams and third-party consultants to evaluate financial and operational risks.
• Conduct in-depth market and asset-level research to assess industry trends, competitive positioning, and investment viability across sectors and geographies.
• Monitor and manage various portfolio matters, including budgeting, financial performance evaluation, and implementation of portfolio management processes aimed at continuous improvement.
• Provide strategic oversight for projects being considered for potential investment, ensuring all prerequisites are met and investment criteria are rigorously analyzed and documented.
• Assist investor relations efforts by preparing quarterly and annual performance updates, fund-level reporting, and presentation materials for internal and external stakeholders.
• Support capital raising activities by preparing offering materials, responding to due diligence inquiries, and participating in meetings with potential investors and institutional partners.
• Contribute to the firm’s investment strategy by conducting thematic research into emerging markets and technologies, and synthesizing findings into actionable recommendations to enhance long-term value creation.
Job Requirements:
• Master’s degree in Finance, Asset Management, or a closely related field.
• Conducted due diligence, built financial models (LBO, DCF), and prepared investment memoranda.
• Exposure to Microsoft Excel, PowerPoint, Capital IQ, PitchBook, and Bloomberg.
• Effective analytical, research, and written communication skills.
Job Criteria:
Start Date:
Position Type:
Experience: 0
Education: Masters
Travel: None
Vacation:
Contact Information:
Contact Name: Ethan Thompson Type: Employer
Company: Sweetwater Investment Management LLC