Investor

About Keyframe

Keyframe is an NYC-based investment firm that focuses on three core credit-oriented playbooks in both public and private markets that target private equity returns: (i) launching asset-backed platforms (i.e. TeraWatt Infrastructure), (ii) restructurings with an upside thesis (i.e. Denbury), and (iii) capital solutions (i.e. Arcadia). Keyframe uses structured capital solutions to unlock upside equity value in complex & distressed special situations. We have a flexible mandate that includes complex and unconventional investments with an equity tilt.

We tend to focus on industries with corporate and capital structure depth, where we can be a value-add partner to management teams – including energy, auto, industrials, and the broader built environment. As these industries experience secular technology changes (and now, significant CapEx and load growth), there are unique opportunities alike to both reposition existing businesses and assets and grow new ones. Keyframe works on both sides of this coin.

More background on the firm:

• The fund has an 8-year history and manages ~$1.5B AUM across Keyframe I, Keyframe II, and co-invests. We will begin investing Keyframe III in early 2026.
• We have a flat organizational structure and a highly regarded senior team of investors with deep experience in special situations and structured equity. The investment analyst will operate independently within a team of generalists and will report directly to the CIO
• The team has an entrepreneurial culture with the opportunity to grow within the organization.
• The role involves taking an in-depth view of investment opportunities and digging into all aspects of a transaction – the team runs a concentrated portfolio of large well researched positions

Job Qualifications

• 2-5 years of working experience. At least 2 years of buy-side investment experience in credit, special situations, infrastructure, private equity, or hedge funds. Previous investment banking experience, especially in restructuring or special situations, is a plus.
• Deeply understand 3 statement financial modeling and accounting.
• Extremely detail oriented and meticulously accurate. Would never submit analysis with an unchecked or misunderstood number; would never send an email without re-reading every word.
• Can effectively communicate analysis & comfortable being asked complex questions about your analysis. Think deeply before responding. Very forthcoming about the limitations of what you know, what you think, and what you don’t know.
• Know how to use a wide variety of AI tools to complete analysis quicky.
• Truth seeking & fearless in your conviction – willing to challenge others regardless of relative seniority or experience.
• Willing to admit when you’re wrong.
• Take your work seriously and have tremendous pride in your work. But otherwise, don’t take yourself too seriously.
• Tremendous drive. You want to win & want to become a Partner here.
• Love living in New York
• Love coming to the office
• Industry experience in energy, infrastructure, industrials, manufacturing, or transportation is a plus

Salary of $150k-200k bonus. Competitive benefits package.

Apply at https://airtable.com/appS4izgfK93D6mRH/shrrOmCvRuasu0kUM