2027 MBA Summer Associate - Capital & Ventures

The role

You will evaluate new investment opportunities, support strategic transactions, and help drive value creation across the portfolio. This involves conducting market research, analyzing financial data, and supporting due diligence efforts.

What you will do

• Conducting industry, market, and competitive research to identify investment opportunities and emerging trends.
• Building and maintaining market intelligence, deal pipeline trackers, and investment research.
• Assisting in the development of business cases, investment memoranda, and executive presentations.
• Analyzing financial and operational data to identify growth opportunities and investment risks.
• Supporting due diligence efforts by coordinating research, organizing documentation, and synthesizing findings.
• Identifying inefficiencies in deal sourcing, diligence, and reporting processes.
• Collaborating with cross-functional teams to evaluate strategic initiatives.

Required qualifications

• Currently enrolled in a full-time MBA program (graduating between Winter 2027 and Spring 2028)
• Enjoys evaluating businesses, markets, and investment opportunities using both quantitative and qualitative analysis
• Is intellectually curious and comfortable solving ambiguous business problems with structured thinking
• Can synthesize complex information into clear, executive-ready presentations and recommendations
• Thrives in collaborative environments
• GPA of 3.5 or above
• Based in or willing to relocate to Dallas for the summer

Nice to have

• Approximately 2-4 years of full time experience in management consulting, corporate development, private equity, venture capital, strategic finance, or a related field
• Experience conducting market research, competitive analysis, or commercial due diligence
• Strong analytical skills, including financial modeling and business case development
• Advanced proficiency in Excel and PowerPoint
• Experience leveraging AI tools to streamline manual processes
• Familiarity with valuation methodologies, financial statement analysis, and M&A transaction processes

Benefits

• Healthcare benefits
• 401(k) plan with an employer match
• Short-term and long-term disability coverage
• Life insurance
• Paid time off
• Parental leave
• Various paid holidays

About the company

Momentum is a collection of independent companies, including PMG, Koddi, and Further. They serve as a global business transformation partner for over 125 of the Fortune 500 brands.