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Investment Associate, Portfolio Team

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Posted By Jason M.
VC Investor focused on supporting Black, Brown and Women management teams
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Role Description

Onsite location:
Chicago, IL, USA
International Visa Sponsorship: May Sponsor


Our corporate office is located in Chicago’s vibrate West Loop with portfolio companies operating throughout the United States.

We are a fast growing organization, seeking talented, creative and driven people who believe that when you give people the support they need, amazing things happen.


Reporting to a senior member of the Portfolio Team, the Investment Associate will assist Senior Portfolio team members with sourcing, structuring, negotiating, supporting and executing on CA’s investment strategies.

The role is intended for someone with previous financial and deal execution experience who is interested in joining the principal investing side of finance.

The associate role is designed to provide the candidate with a high frequency of deal execution and principal investment experience.

Through this role, the Associate will have the opportunity to learn how investment opportunities are evaluated, how deals are consummated and how investment firms manage their portfolio companies post-investment.


Initial Deal Evaluation on opportunities sourced through CA relationships, investment banking and venture capital fund community.

May include some travel to conferences / events Primary responsibility for running the CA Due Diligence process on investment opportunities; including Due Diligence tracking, obtaining and analyzing documents and crafting financial and other analytical models and capitalization tables

Preparation of CA investment presentation and execution materials including: financials models, capitalization tables, investment presentations, due diligence memos, investment committee materials, etc.

Assisting with structuring and negotiating investment transactions; the Associate will have the opportunity to be part of dynamic deal teams and participate in the negotiation process to ultimately consummate a deal Post-investment, assisting senior portfolio team members with management and oversight of portfolio companies, including reviewing and crafting business and financial strategies.

Opportunity to attend portfolio company meetings and on-site strategy sessions Responsible for building and maintaining CA Portfolio Team processes and procedures and other day-to-day operational files


When you give entrepreneurs the support they need, amazing things happen.

Cleveland Avenue, LLC Partners is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Opportunity to work directly with Senior Portfolio team members to drive thought leadership, investment strategy, portfolio construction and help formulate and present major strategy updates to CA leadership.


Transaction / Investment Experience Financial acumen (advanced financial modeling and analysis skills)

Financial and business strategy Exceptional Written and Verbal Communication skills Strategic thinker Systems / operational thinker

Results oriented Strong drive, determination and curiosity Exceptional work ethic


Bachelor's degree, preferred major in finance, accounting, economics or business 2+ years of experience in financial services with a focus on transaction (M&A) or relevant investment experience

Strong Interest in principal investment, preferably in the consumer space Excellent financial, analytical, project management, communication, interpersonal and teamwork skills

Knowledge or demonstrated interest in investment strategy

Collaborative work style with demonstrated ability to build strong and effective client / investor and cross-functional relationships

Goal oriented, strong drive and work ethic, desire to be a part of a fast-paced team that strives for success And A Little Something Extra Passion for food, beverage and restaurant space

Previous experience investing in / advising a start-up organization, a plus