Position Type: In-Person
Company Location: Houston, TX & Calgary, Canada
Project Description
Flathead Forge is seeking an Investment Associate to support its venture-builder approach to investing in hardtech across industrial water, critical minerals, and industrial gases.
This is a high-trust, analytical role working closely with Managing Directors and portfolio teams on diligence, underwriting, market research, and value creation. The Associate will build bottom-up financial models, conduct rigorous market and competitive analysis, and produce decision-grade investment materials, while also helping shape go-to-market strategies and supporting portfolio KPI frameworks and operating initiatives.
The role requires combining financial discipline with practical operational thinking, leveraging AI tools and automation to accelerate research, monitoring, and internal systems without sacrificing rigor. Strong performance is defined by faster, sharper diligence cycles, clean and assumption-driven models, credible IC-ready memos, measurable portfolio impact, and the creation of reusable templates and workflows that compound team productivity.
Experience in industrial B2B, energy, water, mining, chemicals, hardware, consulting, banking, corp dev, FP&A, or venture environments viewed as a plus.
Preferred Skills/Experience:
- Strong financial modeling skills
- Structured writing skills
- Comfortable operating in ambuity
- Disciplined analytical judgment
- Responsible use of AI in workflows