Mid Level Investment Jobs
Mid level investment jobs go to professionals ready to own analyses end to end, lead deal flow work with limited oversight, and shape recommendations that move capital. Openings run 17% remote or hybrid across Investment & Asset Management, Banking & Financial Services, and Fintech, with employers like JPMorganChase, Jefferies, and Jobot hiring at this level now.
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Job Title: Vice President - Investments
Sector: Private Equity & Private Credit Investment Platform
Coverage: Sustainable Infrastructure & Energy
Location: New York City
Summary
Talisman have been retained by a leading investment platform focused on private equity and private credit investments in middle-market sustainable infrastructure businesses. The team brings deep experience across project development, structured finance, and operations to support first-class management teams through periods of growth and transformation. The platform manages hundreds of millions of dollars across several funds and strategies, boasting a successful investment track record across a broad range of renewable energy and sustainable infrastructure technologies to date. Areas of focus have included include solar power, battery storage, hydroelectric generation, energy efficiency, electrified transport, and sustainable fuels.
Job Summary:
The fund is seeking a Vice President to join the investment team in New York City. The role offers exposure to all facets of the investment process, including sourcing, structuring, due diligence, financial analysis, and legal documentation. The Vice President will play a senior role within the investment team, leading the execution of new investments from screening through closing and supporting portfolio companies through value creation and exit. The position includes meaningful origination responsibility, direct interaction with management teams and the investment committee, and oversight of junior investment professionals. This is an opportunity to join a growing investment platform with significant momentum in the energy transition and sustainable infrastructure sectors.
Key Responsibilities:
- Lead due diligence workstreams across commercial, financial, technical, legal, and tax topics, including management of external advisors
- Structure and negotiate transactions, including term sheets and definitive documentation
- Build, review, and pressure-test complex financial models and underwriting analyses
- Prepare investment memoranda and present opportunities to senior leadership and the investment committee
- Serve as a key relationship lead for portfolio companies, including performance monitoring and strategic engagement with management teams
- Support value creation initiatives, capital markets activities, and operational improvement programs
- Lead acquisition, merger, and exit processes at both the asset and corporate levels
- Support fundraising and investor relations activities, including preparation of materials and participation in LP diligence sessions
- Mentor and manage junior investment professionals
- Maintain valuation models and support quarterly portfolio reporting
- Coordinate with external counsel, lenders, fund administrators, and other counterparties
Qualifications
- Bachelor’s degree from a top-tier accredited university
- 5-7 years of experience in private equity, investment banking, infrastructure investing, renewable energy development, and/or project finance
- Strong experience within real assets, infrastructure, power, or renewable energy
- Demonstrated transaction experience across origination, structuring, diligence, negotiation, execution, and portfolio management
- Experience managing junior team members and external advisors
- Advanced Excel and financial modeling capabilities
- Strong understanding of legal and commercial documentation
- Excellent analytical, communication, and presentation skills
- Intellectual curiosity, entrepreneurial mindset, and passion for the energy transition
- Ability to operate effectively in a fast-paced, growth-oriented environment
Compensation:
- Highly competitive salary + bonus package
- Meaningful carry pool participation
- Comprehensive health, dental, and vision insurance
- 401(k) plan with company match
- Opportunities for career advancement within a best in class investment platform
How to apply:
Apply below, or speak to the partner leading this search tom.perkin@talismanap.com
Job Title: Vice President - Investments
Sector: Private Equity & Private Credit Investment Platform
Coverage: Sustainable Infrastructure & Energy
Location: New York City
Summary
Talisman have been retained by a leading investment platform focused on private equity and private credit investments in middle-market sustainable infrastructure businesses. The team brings deep experience across project development, structured finance, and operations to support first-class management teams through periods of growth and transformation. The platform manages hundreds of millions of dollars across several funds and strategies, boasting a successful investment track record across a broad range of renewable energy and sustainable infrastructure technologies to date. Areas of focus have included include solar power, battery storage, hydroelectric generation, energy efficiency, electrified transport, and sustainable fuels.
Job Summary:
The fund is seeking a Vice President to join the investment team in New York City. The role offers exposure to all facets of the investment process, including sourcing, structuring, due diligence, financial analysis, and legal documentation. The Vice President will play a senior role within the investment team, leading the execution of new investments from screening through closing and supporting portfolio companies through value creation and exit. The position includes meaningful origination responsibility, direct interaction with management teams and the investment committee, and oversight of junior investment professionals. This is an opportunity to join a growing investment platform with significant momentum in the energy transition and sustainable infrastructure sectors.
Key Responsibilities:
- Lead due diligence workstreams across commercial, financial, technical, legal, and tax topics, including management of external advisors
- Structure and negotiate transactions, including term sheets and definitive documentation
- Build, review, and pressure-test complex financial models and underwriting analyses
- Prepare investment memoranda and present opportunities to senior leadership and the investment committee
- Serve as a key relationship lead for portfolio companies, including performance monitoring and strategic engagement with management teams
- Support value creation initiatives, capital markets activities, and operational improvement programs
- Lead acquisition, merger, and exit processes at both the asset and corporate levels
- Support fundraising and investor relations activities, including preparation of materials and participation in LP diligence sessions
- Mentor and manage junior investment professionals
- Maintain valuation models and support quarterly portfolio reporting
- Coordinate with external counsel, lenders, fund administrators, and other counterparties
Qualifications
- Bachelor’s degree from a top-tier accredited university
- 5-7 years of experience in private equity, investment banking, infrastructure investing, renewable energy development, and/or project finance
- Strong experience within real assets, infrastructure, power, or renewable energy
- Demonstrated transaction experience across origination, structuring, diligence, negotiation, execution, and portfolio management
- Experience managing junior team members and external advisors
- Advanced Excel and financial modeling capabilities
- Strong understanding of legal and commercial documentation
- Excellent analytical, communication, and presentation skills
- Intellectual curiosity, entrepreneurial mindset, and passion for the energy transition
- Ability to operate effectively in a fast-paced, growth-oriented environment
Compensation:
- Highly competitive salary + bonus package
- Meaningful carry pool participation
- Comprehensive health, dental, and vision insurance
- 401(k) plan with company match
- Opportunities for career advancement within a best in class investment platform
How to apply:
Apply below, or speak to the partner leading this search tom.perkin@talismanap.com
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Find Mid Level Investment JobsMid Level Investment Job Market
Who's Hiring
- JPMorganChase20
- Jefferies7
- Jobot3
- Truist3
Top Industries Hiring
- Investment & Asset Management56
- Banking & Financial Services37
- Fintech17
- Insurance9
- Consulting & Professional Services6
Mid Level Investment Jobs: Frequently Asked Questions
How do I get a mid level investment job?
Position your experience around ownership, not just execution. Highlight deals, portfolios, or analyses you drove from start to finish, quantify outcomes where possible, and show that you operated with limited supervision. Tailor your resume to the asset class or sector the role covers, and be specific about the tools, models, and decision frameworks you have used independently.
Which companies hire mid level investments?
Companies hiring mid level investments right now include JPMorganChase, Jefferies, and Jobot, based on current listings on Migrate Mate as of August 2026. Hiring at this level comes from a mix of asset managers, private equity and venture firms, investment banks, and corporate finance teams at larger institutions actively building out their deal and portfolio teams.
Are there remote mid level investment jobs?
Yes, though availability varies by role type and firm. About 17% of mid level investment openings are remote or hybrid as of August 2026, with hybrid arrangements most common at banks and established asset managers, while fully remote positions tend to appear more often in fintech and smaller fund platforms.
How do I move up to a mid level investment role?
The path from entry level to mid level in investment centers on building depth and demonstrating ownership over time. That means progressing from supporting analyses to running them independently, developing command of valuation or portfolio methods in your specialty, and taking on measurable responsibility for outcomes. Professionals who document impact, not just activity, make the strongest case for advancement.
Which industries hire the most mid level investments?
Mid Level investment roles concentrate in Investment & Asset Management, Banking & Financial Services, and Fintech, based on current listings on Migrate Mate as of August 2026. These sectors drive the most hiring at this level because they require professionals who can evaluate complex assets, manage active deal pipelines, or oversee portfolio positions with meaningful capital at stake.