Finance & Banking Associate, Corporate Finance

Z2 Investment Management, LP, a private investment fund based in Stamford, CT is seeking an Associate for its growing team. Associates are given a broad mandate and significant responsibility to execute transactions through all phases of the investment process. The Associate will work directly with Vice Presidents and Partners on small deal teams to screen, structure, lead primary due diligence, prepare transaction models and investment committee memorandums, attend management meetings, review legal documentation, and present to the Investment Committee.

Z2 has an extremely flexible investment mandate providing exposure to a broad set of origination opportunities including cash‑flow based direct lending, non‑sponsored and sponsored transactions, and preferred equity investments. Top performers that excel will work on various strategic projects and other opportunities for the Fund.

• Assist in due diligence for all transactions (ranging from first lien loans to for‑control buyouts)
• Primarily work on investment opportunities
• Screen and structure new transactions
• Attend management meetings and certain industry events
• Prepare investment memorandums and present to the firm’s Investment Committee
• Exposure to legal agreements (credit and asset purchase agreements), waivers and amendments

• Minimum of 1 year of relevant experience (management consulting, investment banking, private credit, private equity, structured credit, etc.)
• Alternatively, undergraduate candidates with relevant summer internship experience, excellent GPA and test scores from a top‑tier institution will be considered

Entry level

Full‑time

Stamford, CT