Associate - Fund of Funds
CarterPierce, INC.
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Washington DC-Baltimore Area
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Associate
Posted April 3, 2026
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Responsibilities
Commitments
Responsibilities
- Play an active role in investment transactions (both manager due diligence and company diligence) from start to finish, including screening opportunities, conducting due diligence, and preparing investment memos
- Manage deal pipeline CRM and assist in prioritizing managers for investment consideration
- Build and maintain financial models for transactions across: (i) GP seeding /staking investments, (ii) Co-sponsored / co-investment direct transactions, (iii) Primary fund underwriting and (iv) Secondaries
- Draft investment committee memos to synthesize findings from investment due diligence
- Participate in manager meetings and due diligence sessions
- Coordinate operational due diligence workflow and facilitate closing process
- Supervise and mentor junior investors/interns as the team expands
- Support the investment team with value-creation initiatives to our underlying portfolio GPs and companies
- Support the development of pitch materials and marketing collateral (including preparing presentations and financial analysis) for our client’s fundraising initiatives.
- Draft responses for investor questionnaires and create analysis to respond to investor questions
- Assist with firm strategic initiatives / special projects (business development, bespoke research projects, white papers, etc.) on an as-needed basis KEY QUALIFICATIONS
Commitments
Willingness to travel as needed for diligence meetings, conferences, etc.
Not Met Priorities
What still needs stronger evidence
Requirements
- Assist with firm strategic initiatives / special projects (business development, bespoke research projects, white papers, etc.) on an as-needed basis KEY QUALIFICATIONS
- ~2-6 years of experience in financial services (private equity, investment banking, consulting, M&A, corporate strategy etc.), with a strong interest in a career in Private Equity, with demonstrated progression toward independent execution and judgment
- Strong Excel proficiency with experience in financial analysis and financial modelling
- Strong written and oral communication skills
- Ability to conduct industry research, articulate opinions and write clear and concise memoranda on investment opportunities OTHER PERSONAL CHARACTERISTICS
- Entrepreneurial mindset – excited to take initiative as a self-starter and be proactive
- Team-player with strong personal values, work ethic and demonstrated maturity
- Creative and nimble thinker, capable of developing new ways of thinking about a problem
- Willingness to travel as needed for diligence meetings, conferences, etc.
Preferred Skills
- ~2-6 years of experience in financial services (private equity, investment banking, consulting, M&A, corporate strategy etc.), with a strong interest in a career in Private Equity, with demonstrated progression toward independent execution and judgment
Education
- (Not required) – Bachelor’s degree with outstanding academic credentials
Job Title: Experienced Investor - Fund of Funds Our client is an independent alternative investment firm providing GP seeding and growth capital solutions to emerging private market managers — the “Next Generation GPs” — across buyout, special situations, growth equity, and select other private market strategies. KEY RESPONSIBILITIES
Play an active role in investment transactions (both manager due diligence and company diligence) from start to finish, including screening opportunities, conducting due diligence, and preparing investment memos
Manage deal pipeline CRM and assist in prioritizing managers for investment consideration
Build and maintain financial models for transactions across: (i) GP seeding /staking investments, (ii) Co-sponsored / co-investment direct transactions, (iii) Primary fund underwriting and (iv) Secondaries
Draft investment committee memos to synthesize findings from investment due diligence
Participate in manager meetings and due diligence sessions
Coordinate operational due diligence workflow and facilitate closing process
Supervise and mentor junior investors/interns as the team expands
Support the investment team with value-creation initiatives to our underlying portfolio GPs and companies
Support the development of pitch materials and marketing collateral (including preparing presentations and financial analysis) for our client’s fundraising initiatives. Draft responses for investor questionnaires and create analysis to respond to investor questions
Assist with firm strategic initiatives / special projects (business development, bespoke research projects, white papers, etc.) on an as-needed basis KEY QUALIFICATIONS
~2-6 years of experience in financial services (private equity, investment banking, consulting, M&A, corporate strategy etc.), with a strong interest in a career in Private Equity, with demonstrated progression toward independent execution and judgment
Bachelor’s degree with outstanding academic credentials
Strong Excel proficiency with experience in financial analysis and financial modelling
Strong written and oral communication skills
Ability to conduct industry research, articulate opinions and write clear and concise memoranda on investment opportunities OTHER PERSONAL CHARACTERISTICS
Entrepreneurial mindset – excited to take initiative as a self-starter and be proactive
Team-player with strong personal values, work ethic and demonstrated maturity
Creative and nimble thinker, capable of developing new ways of thinking about a problem
Willingness to travel as needed for diligence meetings, conferences, etc.
Play an active role in investment transactions (both manager due diligence and company diligence) from start to finish, including screening opportunities, conducting due diligence, and preparing investment memos
Manage deal pipeline CRM and assist in prioritizing managers for investment consideration
Build and maintain financial models for transactions across: (i) GP seeding /staking investments, (ii) Co-sponsored / co-investment direct transactions, (iii) Primary fund underwriting and (iv) Secondaries
Draft investment committee memos to synthesize findings from investment due diligence
Participate in manager meetings and due diligence sessions
Coordinate operational due diligence workflow and facilitate closing process
Supervise and mentor junior investors/interns as the team expands
Support the investment team with value-creation initiatives to our underlying portfolio GPs and companies
Support the development of pitch materials and marketing collateral (including preparing presentations and financial analysis) for our client’s fundraising initiatives. Draft responses for investor questionnaires and create analysis to respond to investor questions
Assist with firm strategic initiatives / special projects (business development, bespoke research projects, white papers, etc.) on an as-needed basis KEY QUALIFICATIONS
~2-6 years of experience in financial services (private equity, investment banking, consulting, M&A, corporate strategy etc.), with a strong interest in a career in Private Equity, with demonstrated progression toward independent execution and judgment
Bachelor’s degree with outstanding academic credentials
Strong Excel proficiency with experience in financial analysis and financial modelling
Strong written and oral communication skills
Ability to conduct industry research, articulate opinions and write clear and concise memoranda on investment opportunities OTHER PERSONAL CHARACTERISTICS
Entrepreneurial mindset – excited to take initiative as a self-starter and be proactive
Team-player with strong personal values, work ethic and demonstrated maturity
Creative and nimble thinker, capable of developing new ways of thinking about a problem
Willingness to travel as needed for diligence meetings, conferences, etc.