Investment Associate

• Proactively originate, screen, and evaluate new investment opportunities aligned with the firm’s strategy

• Build and maintain strong relationships with intermediaries, founders, executives, and industry stakeholders to enhance proprietary deal flow

• Lead preliminary deal evaluation activities, including commercial due diligence, financial modelling, valuation, and returns analysis  

• Conduct in-depth industry research, competitive analysis, and thematic market studies to identify commercially and financially attractive sectors and trends

• Develop clear, well-supported investment theses and present recommendations to the Investment Committee

• Manage the formal due diligence process across commercial, financial, tax, legal, and ESG workstreams, and coordinate with third-party advisors, consultants, and company management teams

• Lead the preparation of investment memos and board materials for potential investments

• Support transaction structuring, negotiation of key commercial terms, and execution of definitive agreements

• Support the development of the 100-day value creation plan and ensure a smooth handover to the Value Creation team post-closing

• Prepare and present quarterly investor reports, LP updates, fundraising materials, and other internal reports and analytical materials

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• Bachelor’s degree in Finance, Business, Economics, or a related field; an MBA or relevant graduate degree is a plus

• At least 4 years of relevant experience in private equity, investment banking, management consulting, corporate development, or strategic finance roles. Strong preference for candidates from investment banking and transaction services (Big 4 accounting firms)

• Strong project management skills with the ability to independently lead workstreams and manage them to completion under tight timelines

• Solid financial modeling, valuation, and analytical skills, with excellent attention to detail

• Commercial and business acumen, with the ability to work effectively with stakeholders across various levels of an organization

• A structured problem-solving mindset, with the ability to identify key issues and develop practical, actionable solutions

• Strong research skills using both desktop sources and field data, with the ability to think outside the box to source necessary information

• Proficiency in Microsoft Office and S&P Capital IQ (or similar platforms)

• Excellent written and verbal communication skills

• Professional, dependable, and accountable; demonstrates strong ownership and delivers accurate results in a fast-paced environment

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