Location Stamford
Job-type Permanent
Salary $Competitive
Reference 22732

Investment Associate / Manager Role

Mobilize Capital Partners is a dynamic new private investment firm committed to delivering exceptional returns to their impact-minded investors. The Associate / Manager position is a key role in building out the growing Investment team.

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This position will work closely with the Head of Co-Investments and the Chief Investment Officer to develop and execute MCP's investment strategy, which is primarily focused on minority investments in growth-stage companies advancing decarbonization and the energy transition. You will support the diligence, structuring, and execution of investments, as well as portfolio monitoring and reporting. This is an incredible opportunity to be a foundational member of the Investment team, and to step into an active, high-quality deal pipeline. This is a hybrid role based in Stamford, Connecticut. Please be able to commute at least three days per week to MCP's office location.

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About Mobilize Capital Partners

Mobilize Capital Partners was founded after recognizing that the sustainable investment movement has failed to connect with one of the largest and most influential pools of capital in the world - U.S. Families that fall below the level of Single-Family Office wealth but meet the Qualified Purchaser and Accredited Investor thresholds. This highly aligned, motivated pool of capital and people (> $3 trillion of assets held by >10 Million U.S. families), along with their critical partner, the independent RIA, will be a significant catalyst to mobilize billions of dollars to help transition the world to a sustainable and equitable economy. However, MCP recognizes that world-class investments alone are not enough to mobilize this group. In order to fully leverage this opportunity, MCP has constructed a distinctive model that seamlessly integrates advanced client engagement techniques and investor services, meticulously tailored to cater to the specific needs of the RIA community and its client families.



Role Responsibilities:

  • Support the Investment team in all areas of deal execution and investment lifecycle:

    • Initial Screening

    • Due Diligence

    • Financial Modeling and Analysis

    • Documentation

    • Portfolio Monitoring

  • Manage deal flow and pipeline

  • Prepare Investment Committee and portfolio reporting materials

  • Collaborate with the Client Engagement team to develop impact reporting framework and deliverables

  • Participate in meetings with fund managers and company management teams

  • Represent MCP externally at events and in interactions with advisors and intermediaries

  • Assist the Operations team with reporting and audit responsibilities for the firm's fund(s)

  • Engage in landscape analysis and research to source potential new investment opportunities

  • Work with the CIO and Head of Co-Investments to develop a long-term investment strategy

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Professional Experience/Background:

The ideal candidate is a self-starter and a hard worker who can work independently as well as collaboratively. The candidate should possess intense intellectual curiosity and analytical rigor, as well as the desire to work on behalf of a mission-based organization.



Competencies Include:

  • 2-4 (Associate) / 4-7 (Manager) years of relevant experience in investment banking, asset management, private equity, venture capital, project finance, or principal investing required

  • Demonstrated interest in impact investing, with a focus on sustainability and decarbonization preferred

  • Experience producing investment process material, with experience developing and applying impact reporting frameworks preferred

  • Advanced financial modeling, financial analysis, and accounting skills

  • Strong written and oral communication skills

  • Organizational skills and ability to manage multiple workstreams and deliverables;

  • Collaborative working style and demonstrated ability to build and maintain strong cross-functional relationships

  • Inquisitive nature, attention to detail, diligence, work ethic, a learning mindset, and a positive attitude

  • Bachelor's degree required, MBA or CFA is a plus

  • Strong desire to work in an entrepreneurial environment

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Compensation: Commensurate with experience. Will include a base salary, maintenance bonus, participation interest in the firm's overall profitability, and discretionary bonus.