Investment Associate, Asset Management
Interplay, New York, NY, United States
Investment Analyst
Ascend Interplay is a multi-family office seeking an Investment Analyst to operate at the intersection of financial modeling, investment research, and decision support. This is a high-ownership role for someone who can build and own models, synthesize complex and unstructured inputs into clear investment insights, and help drive real-time decision-making across the portfolio. You'll work directly with senior investors, contributing to asset allocation, portfolio management, and private/public market investing, while leveraging AI tools (LLMs/GPT) to accelerate insight generation and workflow efficiency. Location: New York, NY, USA (Hybrid work - required to be in office 3-4 days/week) What You'll Do
Build and maintain asset allocation, cash flow, and financial models. Run scenario and sensitivity analyses to inform portfolio decisions. Support valuation, forecasting, and capital allocation strategy. Convert unstructured inputs (calls, transcripts, AI outputs, market data) into clear, actionable recommendations. Extract signal from noise across markets, sectors, and investment opportunities. Draft investment memos, briefs, and decision-ready materials. Conduct industry, sector, and macro research (market sizing, comps, trends). Track private markets, credit, and public equities landscapes. Surface emerging opportunities and risks across the portfolio. Manage investment pipeline (Airtable/CRM) including stage tracking, ownership, and reporting. Maintain audit-ready files, clean data rooms, and organized workflows. Support diligence, portfolio monitoring, and quarterly reviews. Use AI (LLMs, GPT) to enhance research, synthesis, and workflow automation. Build repeatable systems for data synthesis, insight generation, and reporting. Required Skills
24 years of experience in investment analysis, equity research, credit, IB, consulting, or related fields. Strong financial modeling skills (Excel; three-statement, cash flow, scenario analysis). Experience with investment research, valuation, and market analysis. Ability to synthesize complex information into clear, structured insights. Exceptional organization and attention to detail (audit-ready work, clean pipelines). High ownership mindset; thrives in a small, fast-paced team. Preferred Skills
Experience in multi-family office, hedge fund, private credit, or private markets. Familiarity with Airtable or CRM-based pipeline management. Experience leveraging AI tools for research, analysis, or workflow automation.
Ascend Interplay is a multi-family office seeking an Investment Analyst to operate at the intersection of financial modeling, investment research, and decision support. This is a high-ownership role for someone who can build and own models, synthesize complex and unstructured inputs into clear investment insights, and help drive real-time decision-making across the portfolio. You'll work directly with senior investors, contributing to asset allocation, portfolio management, and private/public market investing, while leveraging AI tools (LLMs/GPT) to accelerate insight generation and workflow efficiency. Location: New York, NY, USA (Hybrid work - required to be in office 3-4 days/week) What You'll Do
Build and maintain asset allocation, cash flow, and financial models. Run scenario and sensitivity analyses to inform portfolio decisions. Support valuation, forecasting, and capital allocation strategy. Convert unstructured inputs (calls, transcripts, AI outputs, market data) into clear, actionable recommendations. Extract signal from noise across markets, sectors, and investment opportunities. Draft investment memos, briefs, and decision-ready materials. Conduct industry, sector, and macro research (market sizing, comps, trends). Track private markets, credit, and public equities landscapes. Surface emerging opportunities and risks across the portfolio. Manage investment pipeline (Airtable/CRM) including stage tracking, ownership, and reporting. Maintain audit-ready files, clean data rooms, and organized workflows. Support diligence, portfolio monitoring, and quarterly reviews. Use AI (LLMs, GPT) to enhance research, synthesis, and workflow automation. Build repeatable systems for data synthesis, insight generation, and reporting. Required Skills
24 years of experience in investment analysis, equity research, credit, IB, consulting, or related fields. Strong financial modeling skills (Excel; three-statement, cash flow, scenario analysis). Experience with investment research, valuation, and market analysis. Ability to synthesize complex information into clear, structured insights. Exceptional organization and attention to detail (audit-ready work, clean pipelines). High ownership mindset; thrives in a small, fast-paced team. Preferred Skills
Experience in multi-family office, hedge fund, private credit, or private markets. Familiarity with Airtable or CRM-based pipeline management. Experience leveraging AI tools for research, analysis, or workflow automation.