LOCATION

New York, NY, USA (Hybrid work - required to be in office 3-4 days/week)

JOB DESCRIPTION

Ascend Interplay is a multi-family office seeking an Investment Analyst to join our team. The ideal candidate is an analytical self-starter and collaborative problem-solver who can own and evolve financial models (asset allocation, cash management, and three-statement models), convert unstructured inputs (calls, transcripts, AI/GPT summaries) into crisp, actionable recommendations, and communicate clearly through tight briefs, memos, and decks.

This person needs to be exceptionally organized and detail-oriented, maintaining audit-ready files, clean pipelines, and a steady cadence of insights that drive fast, high-quality decisions.

WHAT YOU’LL DO

• Own financial models. Asset allocation, cash management, scenarios/sensitivities, and documentation/version control.

• Analyze meeting notes and survey data to surface implications, unresolved questions, and targeted recommendations for the investment team.

• Lead industry and sector research within landscapes, market sizing, comps, and signals.

• Manage Airtable investment pipeline stage hygiene, owner assignments, status, and weekly reporting.

• Build and refine decks.

• Draft investment memos.

• Take and structure diligence notes.

• Support with quarterly reviews.

REQUIRED SKILLS

• 2+ years of experience in credit or equity research/analysis.

• Be hungry for knowledge and willing to "run through walls" to learn fast.

• Proven ownership of financial models (asset allocation, cash, three-statement/sensitivity literacy).

• Strong modeling skills, specifically in Excel.

• Ability to use AI to your competitive advantage.

• Excellent communication (briefs, memos, decks).

• Rigorous organization/detail (audit-ready files, clean pipelines).

• Can work independently.

• Thrives in a small team.

PREFERRED SKILLS

• Experience as a credit or equity analyst.

• Experience with Airtable.