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Job description
Job Summary
The Senior Associate, Finance & Investments will serve as the financial and execution backbone of UFP Ventures. The role supports the full investment lifecycle, including opportunity evaluation, financial modeling, due diligence, Investment Committee preparation, transaction execution, portfolio reporting, valuation, and performance analysis. The Senior Associate will also help establish scalable, AI-enabled processes that allow a lean investment team to operate effectively.
Job Summary
The Senior Associate, Finance & Investments will serve as the financial and execution backbone of UFP Ventures. The role supports the full investment lifecycle, including opportunity evaluation, financial modeling, due diligence, Investment Committee preparation, transaction execution, portfolio reporting, valuation, and performance analysis. The Senior Associate will also help establish scalable, AI-enabled processes that allow a lean investment team to operate effectively.
Location
Grand Rapids, Detroit, Philadelphia, or St. Louis preferred.
Principal Duties And Responsibilities
Financial due diligence to support the UFP investment process; find market comps, and support deal execution
Support Principals in deal flow process to include: sourcing/direct outreach to prospective investments, screening and evaluating, CRM management, and due diligence
Build financial models to assess valuation and forecast financial returns of investments
Develop and maintain AI-enabled workflows, templates, and documented processes that improve the speed, consistency, and quality of investment research, diligence, portfolio reporting, and team operations
Work directly with portfolio companies, as needed, to support their financial, accounting, hiring, manufacturing, and/or sales operations
Proactively identify emerging financial distress and performance risks across portfolio companies through financial reviews, standardized reporting, and ad hoc analysis
Perform portfolio financial valuation semi-annually
Coordinate all processes with the UFP financial department to include closing deals, collecting legal fee reimbursements, and reporting on an ongoing basis
Manage the investment committee workflow
Support M&A financial diligence, as needed
Qualifications
BA in Business, Finance, Bachelor of Science in Engineering, or related technical science
English language fluency is mandatory. Other languages are desirable
At least 3 years of experience in ventures, entrepreneurship, M&A, finance, and/or strategy
Demonstrated experience building complex financial models and analyzing investment opportunities
Technical, commercial, innovation, and/or sales experience in construction a plus
Effectively and regularly communicate business performance and status to senior management
The Company is an Equal Opportunity Employer.
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Worksite address
grand rapids, MI, 49528, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.