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Senior Associate

2/19/2026

The role involves evaluating potential equity and debt investments in operating companies that offer measurable impact alongside financial returns, including conducting on-site due diligence involving monthly travel across the US. Responsibilities also include preparing financial models, crafting investment presentations, monitoring portfolio companies, and potentially serving on portfolio company boards.

Salary

155000 - 160000 USD

Working Hours

40 hours/week

Company Size

51-200 employees

Language

English

Visa Sponsorship

About The Company

Advantage Capital is an impact investment firm with an emphasis on driving capital to underserved areas – often in partnership with the public sector. We invest with intention in job-generating small businesses – along with affordable housing developments and renewable energy solutions – to grow economies and communities. The thematic thread and intended outcome are positive impact in overlooked areas. And we ensure that positive impact is accompanied by positive returns. As an industry-leading impact investment firm with more than 30 years of experience, we are purposeful in driving true growth for individuals, communities, and society. We never seek the path of least resistance. We blaze new trails to provide an advantage for entrepreneurs, policymakers, and the investment community. It is our responsibility to take on the hardest challenges with grit and tenacity to provide catalytic capital that empowers growth for those who need it and are ready to seize it. Advantage Capital: Growth Ready. To review our Investment Adviser Disclosures, please visit www.advantagecap.com/terms-of-service.

About the Role

Description

Name of Employer: Advantage Capital Management Corporation

Position Title: Senior Associate

Position Location: 156W 56th St, Ste 1204, New York, NY 10019

Salary: $155,000.00 - $160,000.00 per year

Hours: Monday – Friday, 8:00 am to 5:00 pm

Summary of Duties:

Evaluate potential equity and/or debt investments in operating companies in various industries, which provide a measurable impact alongside financial return. Meet with management and conduct on-site due diligence as part of the investment process. This entails travel across the United States a few days per month. Work alongside junior and senior colleagues on deal teams during the due diligence process, underwriting, and closing of various types of transactions including subordinated debt, senior debt, venture capital, and growth equity. Prepare financial models and helping craft and pitch investment presentations for internal committee approval. Conduct portfolio-company monitoring and value-added activities (i.e. quarterly reviews, board calls, follow-on investments). Represent Advantage Capital on portfolio company boards in Director and Observer roles. Learn the program structures of New Market Tax Credits, Solar, Rural Jobs & Investments Act and other state and federal economic development programs. Work with legislative and compliance team to capture investment impact and job data.

Education requirements: Master’s degree in Business Administration, Finance, Management Science or closely related field

Experience requirements:2 years of experience in finance, investment banking, private equity or closely related field.

Special Skills or Other Requirements:

Must have experience with each of the following:

1. Prepare financial models and investment memorandums and pitch to investment committees for approval.

2. Utilize Microsoft Office suite (Excel, Outlook, PowerPoint, and Word).

3. Experience in performing financial statement analysis.

4. Investment due diligence in operating companies in various industries, which provide a measurable impact alongside financial return.

Travel requirements: Up to 30% U.S. domestic travel.

Key Skills

Financial ModelingInvestment PresentationsDue DiligenceUnderwritingDeal TeamsPortfolio MonitoringFinancial Statement AnalysisMicrosoft Office SuiteExcelOutlookPowerPointWordBoard RepresentationImpact InvestingDebt InvestmentsEquity Investments