Senior Strategy Associate

Job Title: Senior Strategy Associate at growing Private Equity Fund

Job Type: Full-time

Location: Remote

Job Summary:

Join our team as a Senior Strategy Associate and play a pivotal role in accelerating the growth of our fast-paced private equity fund. In this high-impact, hands-on position, you will balance strategic planning with operational execution, directly influencing how we source, evaluate, and scale new investments.

Key Responsibilities:

• Lead the creation and refinement of investor presentations and quarterly reporting decks using advanced PowerPoint skills.
• Develop and maintain robust financial models in Excel to assess new acquisitions and support ongoing portfolio management.
• Conduct comprehensive market research and competitive analysis to inform deal sourcing and investment strategy.
• Partner with our COO and leadership to optimize fund-level operational processes and implement best-in-class workflow systems.
• Drive end-to-end project ownership, from initial analysis and ideation to execution and follow-up on strategic initiatives.
• Communicate critical insights and recommendations to internal and external stakeholders with clarity and precision, both in writing and verbally.
• Ensure seamless coordination across functions, leveraging tools like Slack to maintain high-velocity execution and transparency.

Required Skills and Qualifications:

• Bachelor’s degree in finance, economics, business, or a related field.
• 3+ years of experience at an MBB consulting firm, top-tier investment bank, or equivalent strategic/analytical environment.
• Exceptional proficiency in Microsoft PowerPoint and Excel for presentations and financial modeling.
• Proven ability to manage multiple, complex projects simultaneously in a fast-moving setting.
• Outstanding written and verbal communication skills, with a demonstrated ability to distill complex concepts into actionable insights.
• Strong analytical and quantitative reasoning skills, with meticulous attention to detail.
• Demonstrated ownership mentality and a drive to proactively solve problems and streamline operations.

Preferred Qualifications:

• Light software engineering skills: you + ChatGPT can figure out how to hook up and run different AI Agents to help support the business growth
• Experience in private equity, investment management, or transaction services.
• Track record of impressing sophisticated LPs and supporting multi-million-dollar transactions.
• Familiarity with fund-level operations, process optimization, and digital collaboration tools.