Senior Investment Associate

Granite Partners is seeking a Senior Investment Associate to enable the company’s mission to grow companies to create value for all stakeholders. Unlike buy-to-sell private equity, Granite Partners owns and grows companies across decades, generating uninterrupted returns, community impact, and job stability. This role supports investments in new platform and add-on partnerships, participates in governance of the Granite Companies, drives value creation opportunities, and collaborates with the team as a leader in analytics and research.

The Senior Investment Associate role reports to the Managing Director, Investments and collaborates with the CEO, the COO, and the Investment Director. The position has a path to becoming Investment Manager.

This is a high impact role on a collaborative team at an innovative company committed to wellbeing and 100-year sustainability.

The Position

The Senior Investment Associate will be responsible for the following key objectives and tasks.

Platform and Add-On Investor

Identify and cultivate new platform and add-on investment opportunities. Research, analyze, and assess each opportunity with a disciplined and analytical approach grounded in prudence and with a long-term ownership lens. Model, illustrate, and clearly communicate economic and stakeholder legacy considerations for entrepreneurs. Bring proven experience managing the full lifecycle of transactions by leading all aspects of diligence, documentation, and transaction process from origination through closing. Maintain and update the investment pipeline, create project work plans, manage documents and data rooms, coordinate meetings, spread financials, and prepare deliverables. Confidently navigate deal processes and relationships while balancing financial, legal, and strategic considerations.

Analyst and Value Creator

Project-manage and support post-deal integration, monitoring progress and creating and executing a value creation playbook. Support and collaborate with Granite Company leaders through Affinities to share best practices and resources. Generate insights through data. Develop key insights using tools such as Claude, ChatGPT, Excel, Domo, NetSuite SuiteAnalytics, and Anaplan. Extract, transform, and analyze data toward chart creation, metric visualization, KPI reporting, dashboarding, forecasting, and valuation. Systematize and strengthen firm and Granite Company processes and value creation metrics.

Researcher

Deploy resourcefulness, intellectual curiosity, and strategic thinking to uncover and synthesize insightful research to innovate, solve business challenges, inform market and competitive intelligence, grow stakeholder value, and enhance wellbeing. Scope and manage research with generative AI. Screen and lead primary research calls with industry and subject-matter experts. Field, delegate, and manage research requests.

Articulate effective, efficient, and compelling stories, Granite metrics, and new investments through written narrative and data visualization in various stakeholder channels. Create visually stimulating PowerPoint presentations to communicate strategic initiatives, summarize value creation opportunities, capture growth, and mitigate risk. Contribute content to the annual report, meeting materials, and other events and documents as needed.

Bring your individual passions and expertise to our Strategic Activities and Affinities. Serve as a utility player horizontally (across all strategic activities) and vertically (from admin to analyst to associate to VP) – your duties will run the gamut. Support Investment Director and COO tasks across Finance, Governance, Recruiting, Strategy, Community, and Member Activities. Mentor and guide interns and future team members on professional development and technical skills. Serve as a Board Administrator for one of the Granite Companies and attend operating company board meetings. Advance the Granite mission, vision, values, and objective.

Qualifications & Qualities

Education & Experience

• 5-7+ years of experience in investing, consulting, investment banking, corporate development and/or related fields.
• Bachelor’s degree with outstanding academic record. MBA and certifications (CFA, CFP, CPA, CMA, CAIA) valued.

Skills

• Strong financial, analytical, and modeling capabilities. Self-starter, proactive, problem-solver and critical thinker who is detail-oriented and results-driven. Strong interpersonal and communication skills. Experienced project manager. Excel and PPT guru. Passion for using AI, cloud-based software applications, and IT systems.
• Experience in structuring, diligencing, documenting, and financing investment transactions, ensuring both rigor and creativity in execution, in partnership with advisors and counterparties.

Qualities

• Have cultural and purpose-driven alignment with the Granite mission of growing stakeholder value, the Granite vision of enabling world-class wellbeing, and the Granite objective of 100-year sustainability.
• Be enthusiastic for five holistic dimensions of wellbeing: purpose, social, community, physical, and financial.
• Thrive on a small, agile, and entrepreneurial team working across a wide range of responsibilities and multiple assignments simultaneously.
• Be a servant leader who rolls up sleeves to help wherever needed and anticipates teammates' needs. Zeal for broad learning and continuous improvement. Gritty and resilient. Humble.

Locations

Residency in or near the greater Twin Cities or St. Cloud, Minnesota, region. Our St. Cloud headquarters, Granite Innovations, is our stakeholder base.

We offer a competitive base salary in the $150,000 to $180,000 range, based on experience and qualifications, along with an annual bonus and the opportunity to participate in a unique and powerful long-term incentive program after two years of service.

Beyond pay, our market-leading benefits are designed to support your wellbeing.

• medical, dental, vision, and life insurance
• short- and long-term disability coverage
• health savings account with company match
• retirement plan with employer contributions through Vanguard
• access to the Granite Assistance Fund for support when it’s needed most
• generous paid time off
• volunteer time off
• paid holidays