Houston, Texas, United States · On-site
Description Job Title: Investment Associate Department: ZT Corporate Reports To: Chief Financial Officer FLSA: Exempt Job Summary The Investment Associate will partner closely with the Chief Financial Officer and senior …
Skills: Financial Modeling, Valuation, Due Diligence, Investment Analysis, Capital Markets
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The Investment Associate sources, evaluates, and executes investments across a corporate portfolio while managing financial models and diligence workstreams. Additionally, the role supports capital markets activities and drives value creation through portfolio performance monitoring and strategic initiatives.
Requires a bachelor's degree in finance, accounting, economics, or a related field and 5 years of experience in investment banking, private equity, or a family office. Candidates must possess advanced proficiency in Excel and PowerPoint along with strong financial modeling and valuation skills.
Description
Department: ZT Corporate
Reports To: Chief Financial Officer
FLSA: Exempt
Job Summary
The Investment Associate will partner closely with the Chief Financial Officer and senior leadership to source, evaluate, execute, and manage investments across the corporate portfolio. The role is responsible for building and owning financial models and valuation analyses, leading diligence workstreams and preparing clear investment materials for the Investment Committee.
In addition to transaction execution, the Investment Associate supports financing and capital markets activities, including lender communications, underwriting packages, and ongoing reporting. Post-investment, the role helps drive value creation by monitoring portfolio performance, supporting operational and strategic initiatives with management teams, tracking KPIs, and coordinating integration efforts for new acquisitions.
This position is best suited for a highly analytical, execution- oriented professional who thrives in a fast-paced, entrepreneurial environment and can manage multiple workstreams with high discretion and accountability.
Essential Duties and Responsibilities
Financing & Capital Markets
Core Competencies
KPIs
Marginal Duties
Requirements
Qualification - To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education and/or Experience, Skills
Physical Demands
Work Environment
The work environment characteristics described herein are representative of those an employee encounters while performing the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Wealth management and private equity investment. Together, through dynamic partnerships, the opportunities are infinite.
Established in 1997, ZT Corporate is a private equity firm with an investment portfolio in healthcare services and automotive dealerships. ZT Corporate’s investment team collaborates with its operators to support the day-to-day operations of the firm’s portfolio investments. This close collaboration drives value creation by developing stronger operator-investor relationships, cross-functional expertise and a deeper understanding of the target industries. Since its founding, ZT Corporate has successfully completed more than 60+ investments, including platform companies and follow-on opportunities with multiple liquidity events created in last 3 years. ZT Corporate’s healthcare business portfolio operates as 'Altus Community Health System’, a Texas-based community healthcare system of hospitals, surgical centers, emergency rooms and other acute-care services. ZT Motors was founded in 2015 and has become one of the fastest-growing verticals within ZT Corporate's portfolio. ZT Motors operates automotive dealerships in Florida and Georgia for BMW, Chevrolet, Mazda, Mercedes-Benz, and Toyota.
Offices: 1535 West Loop South, Suite 410, Houston, TX 77027, US · 11233 Shadow Creek Parkway, Suite 313, Pearland, TX 77584, US · 1535 West Loop South, Suite 450, Houston, TX 77027, US · 641 Lexington Avenue, 18th Floor, New York, NY 10022, US
Wealth management and private equity investment. Together, through dynamic partnerships, the opportunities are infinite.
Established in 1997, ZT Corporate is a private equity firm with an investment portfolio in healthcare services and automotive dealerships. ZT Corporate’s investment team collaborates with its operators to support the day-to-day operations of the firm’s portfolio investments. This close collaboration drives value creation by developing stronger operator-investor relationships, cross-functional expertise and a deeper understanding of the target industries. Since its founding, ZT Corporate has successfully completed more than 60+ investments, including platform companies and follow-on opportunities with multiple liquidity events created in last 3 years. ZT Corporate’s healthcare business portfolio operates as 'Altus Community Health System’, a Texas-based community healthcare system of hospitals, surgical centers, emergency rooms and other acute-care services. ZT Motors was founded in 2015 and has become one of the fastest-growing verticals within ZT Corporate's portfolio. ZT Motors operates automotive dealerships in Florida and Georgia for BMW, Chevrolet, Mazda, Mercedes-Benz, and Toyota.
Offices: 1535 West Loop South, Suite 410, Houston, TX 77027, US · 11233 Shadow Creek Parkway, Suite 313, Pearland, TX 77584, US · 1535 West Loop South, Suite 450, Houston, TX 77027, US · 641 Lexington Avenue, 18th Floor, New York, NY 10022, US
