Demo

Investment Associate

Recur Software
York, NY Full Time
POSTED ON 4/4/2026 CLOSED ON 5/4/2026

What are the responsibilities and job description for the Investment Associate position at Recur Software?

Our Mission:

We’re building an enduring home for wonderful software companies. We acquire mission-critical vertical SaaS companies ($1-5M ARR) and unlock latent growth potential with AI & fintech. We’re a team of former investors from Accel, backed by some of the world’s leading technology investors including Reef Pass, Prosus Ventures, Accel and the founders of Mainsail and TCV. We’ve raised >$50M and are closing our fourth acquisition less than nine months after our seed round. More about us here.


Role Overview:

We’re looking for a driven Investment Associate to join our founding team and help us source and acquire exceptional software companies. This isn’t just about spreadsheets and outreach - it’s about becoming a trusted partner to founders, spotting diamonds in the rough, and shaping the growth of companies that power the world’s industries. You’ll help us build a world-class sourcing engine while learning the craft of M&A from an experienced team.


What You’ll Do

  • Run creative, multi-channel outreach (email, phone, LinkedIn) to connect with founders
  • Build genuine relationships - you know how to listen, ask the right questions, and leave people excited to hear from you again
  • Go deep in vertical SaaS markets: map ecosystems, identify winners, surface hidden gems
  • Analyze company performance and key SaaS metrics to qualify opportunities
  • Nurture founder conversations over months (and years), even when they’re not ready to sell
  • Keep our CRM sharp, clean, and insightful - turning data into action
  • Work as part of our M&A deal team to diligence live deals and build financial models


What We’re Looking For:

  • 1-4 years of experience in growth equity, private equity, banking, or consulting
  • Exceptional communication skills - you’re natural, confident, and know how to build rapport
  • A builder’s mindset: gritty, resourceful, and energized by hitting ambitious targets
  • High attention to detail and strong organizational chops
  • A fast learner who thrives in a scrappy, high-velocity environment


Why Join Us?

This is a unique opportunity to help build the future of software private equity. You’ll work directly with the founders, gain hands-on M&A experience, and learn what good looks like in software investing. If you want to combine investing, relationship-building, and entrepreneurship - this is the role.


Location: Based in New York or Chicago, or willing to relocate.


Compensation: Competitive salary and bonus, depending on experience.


Contact: info@recursoftware.com

Salary.com Estimation for Investment Associate in York, NY
$99,188 to $130,496
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets
This job has expired.
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Investment Associate jobs in the York, NY area that may be a better fit.

  • Barclays Investment Bank York, NY
  • Join us as an Investment Banking Associate, FIG at Barclays, where you will advise clients on a wide range of strategic transactions across Insurance, FinT... more
  • 4 Days Ago

  • Paulson Investment Company, LLC York, NY
  • Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on ... more
  • 2 Days Ago

AI Assistant is available now!

Feel free to start your new journey!