Investment Analyst, Ascend

LOCATION New York, NY, USA (Hybrid work - required to be in office 3-4 days/week) Role starting in February 2026 JOB DESCRIPTION Ascend Interplay is a multi-family office seeking an Investment Analyst to join our team. The ideal candidate is an analytical self-starter and collaborative problem-solver who can own and evolve financial models (asset allocation, cash management, and three-statement models), convert unstructured inputs (calls, transcripts, AI/GPT summaries) into crisp, actionable recommendations, and communicate clearly through tight briefs, memos, and decks. This person needs to be exceptionally organized and detail-oriented, maintaining audit-ready files, clean pipelines, and a steady cadence of insights that drive fast, high-quality decisions. WHAT YOU’LL DO • Own financial models. Asset allocation, cash management, scenarios/sensitivities, and documentation/version control. • Work within the following asset classes: Private Equity, Venture Capital, Private Credit, Real Estate, Derivatives and Structured Products. • Analyze meeting notes and survey data to surface implications, unresolved questions, and targeted recommendations for the investment team. • Lead industry and sector research within landscapes, market sizing, comps, and signals. • Manage Airtable investment pipeline stage hygiene, owner assignments, status, and weekly reporting. • Build and refine decks. • Draft investment memos. • Take and structure diligence notes. • Support with quarterly reviews. REQUIRED SKILLS • 2+ years of experience in credit or equity research/analysis. • Experience in Private Equity, Venture Capital, Private Credit, Real Estate, Derivatives and Structured Products. • Be hungry for knowledge and willing to "run through walls" to learn fast. • Proven ownership of financial models (asset allocation, cash, three-statement/sensitivity literacy). • Strong modeling skills, specifically in Excel. • Ability to use AI to your competitive advantage. • Excellent communication (briefs, memos, decks). • Rigorous organization/detail (audit-ready files, clean pipelines). • Can work independently. • Thrives in a small team. PREFERRED SKILLS • Experience as a credit or equity analyst. • Experience with Airtable. Apply tot his job Apply To this Job