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.
Top Skills
What We Do
Interplay is a startup ecosystem where ideas scale. With five business lines, we support founders and innovation at every stage.
Our venture capital arm invests in early stage software companies in North America.
Our accelerator supports the growth of early stage startups through both investment capital and hands-on operational support.
Our studio partners with CEOs to build companies from scratch.
Our platform provides core operating services to entrepreneurs: accounting, marketing, legal, professional development and outsourcing.
Our multi-family office provides members full-service portfolio and investment management in addition to advisory-services for estate planning, philanthropy, taxes, and more.
