SENIOR ASSOCIATE / ASSOCIATE OPENING
JOB DESCRIPTION – 2026
Angeles Investments is a US-based, multi-asset investment firm providing institutional investment, outsourced chief investment officer (OCIO), and private wealth solutions across public and private markets. Employee-owned since its founding in 2001, Angeles oversees approximately $50 billion in assets, including $7.7 billion in discretionary assets, $39.2 billion in advisory assets, and $3.1 billion in private wealth assets. The firm’s expertise includes investment research, asset allocation, investment policy development, portfolio construction, manager research and selection, and risk management. More information is available on our website at www.angelesinvestments.com.
Angeles seeks an Investment Associate / Senior Associate to work alongside senior investment professionals within Angeles Private Investment Company (APIC), the firm’s dedicated private markets platform. APIC invests across private equity, venture capital, private credit, and private real assets through fund investments, direct investments, and co-investments. The role focuses primarily on investment due diligence, including evaluating investment opportunities, performing financial analysis, and preparing investment recommendations, with additional responsibilities in portfolio monitoring.
POSITION DESCRIPTION
The role focuses primarily on investment due diligence and supports the investment process from sourcing and initial evaluation through execution and ongoing portfolio monitoring. Responsibilities include:
- Investment Sourcing and Evaluation: Source and evaluate prospective fund investments, direct investments, and co-investments across private equity, venture capital, private credit, and private real assets.
- Investment Due Diligence: Conduct due diligence on investment opportunities, including assessing investment strategies, management teams, business models, financial performance, and key risks. Support operational due diligence on investment managers.
- Financial Analysis and Modeling: Perform financial analysis and develop models to assess investment opportunities, valuations, and potential returns.
- Investment Committee: Prepare investment memoranda and recommendations, and present findings and analysis to senior investment professionals and the Investment Committee.
- Investment Execution: Support investment execution and coordinate with internal teams and external parties throughout the process.
- Portfolio Monitoring and Management: Monitor existing investments, conduct regular updates with investment managers, assess performance and continued suitability for APIC portfolios, and prepare portfolio updates.
- Special Projects: Support market studies, annual reviews, and other investment-related analyses, presentations, and recommendations as needed.
QUALIFICATIONS
- Bachelor’s degree in finance, economics, accounting, business, or a related field. A relevant master’s degree, MBA, or CFA or CAIA designation is beneficial but not required.
- At least three years of relevant experience in private markets investing, investment banking, investment consulting, asset management, or management consulting. Experience conducting investment due diligence, financial analysis, and financial modeling is strongly preferred. Title will reflect experience and qualifications.
- Excellent written, verbal, and presentation skills, with the ability to communicate investment analysis and recommendations clearly and credibly to internal and external stakeholders.
- Experience preparing Investment Committee materials and presenting investment recommendations or portfolio performance updates to senior professionals.
- Strong quantitative and analytical skills, sound investment judgment, and a thoughtful approach to problem-solving.
- Strong work ethic, attention to detail, organizational skills, and consistent follow-through.
- Ability to manage multiple priorities and deliver high-quality work under tight deadlines. Extended hours may be necessary during peak periods.
- Strong interpersonal skills and the ability to work effectively in a collaborative team environment.
- Intellectual curiosity, initiative, and a willingness to contribute to APIC’s growth and the broader success of the firm.
- The position is based in Santa Monica, CA.
COMPENSATION & BENEFITS
- Range is between $120-$180K based on experience; annual discretionary bonus included with potential for profit-sharing
- Medical and dental coverage
- 401(k) retirement savings plan with employer match
- Flexible work arrangements as well as parental leave and support
- Annual volunteer time-off
- CFA and educational expense reimbursement
PROCESS
Interested parties should send a resume and cover letter (both required) outlining how you meet the requirements stated herein and your experience in carrying out the responsibilities listed above to jobs@angelesadvisors.com.
Angeles Investment Advisors, LLC and its subsidiaries provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
At Angeles, we define sustainability as our efforts to collaborate across stakeholders to generate beneficial positive impact, based on our organizational values and those of our clients. Learn more about Angeles’ commitment here.