Jobs
Jobs
Investment Associate
Posted 3 days agoOur client, a specialist alternative asset management firm, are looking for an Investment Associate to join them, supporting all areas of their M&A activity.
Key Responsibilities:
Support the Group M&A team by undertaking a diverse range of analytical and operational tasks, including:
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Conducting financial statement analysis and maintaining financial models to support decision-making.
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Leading due diligence efforts, assessing acquisition materials, and compiling internal diligence reports alongside the Investment Director.
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Identifying and escalating key due diligence findings to differentiate material and non-material risks.
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Assisting in the preparation of in-depth Investment Committee reports, including business performance evaluations and industry trend analysis.
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Performing comprehensive market research and financial data analysis to inform strategic recommendations.
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Drafting internal approval documents and terms of reference to facilitate deal execution.
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Preparing correspondence, presentations, and tracking internal communications to ensure smooth workflow.
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Supporting team coordination and resource planning to enhance efficiency.
Skills & Experience:
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2-4 years of experience in investment analysis, M&A, transaction advisory, or due diligence within sectors such as natural capital, energy transition, or infrastructure.
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Background in Investment Management, Private Equity, or Asset Management preferred.
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Strong understanding of financial, legal, operational, and commercial due diligence processes.
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Bachelor’s or Master’s degree in Finance, Economics, or a related field.
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Progressing toward a professional financial certification, such as CFA, is highly desirable.
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Knowledge and enthusiasm for real asset management, sustainability, and impact investing.
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Strong quantitative and financial modeling skills, with proficiency in Microsoft Excel.
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Effective communication skills, both written and verbal, with the ability to synthesise complex information into clear insights.
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Capability to produce high-quality presentations and research reports within tight deadlines.
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Ability to work independently while also collaborating effectively within a team.
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Strong organiSational skills with high attention to detail, particularly under time-sensitive conditions.
Personal Attributes:
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Highly motivated individual with a keen interest in M&A, Investment Banking, or Asset Management.
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Strong analytical mindset with the ability to synthesise data into actionable insights.
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Diligent, reliable, and capable of managing multiple priorities efficiently.
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Exceptional attention to detail and an ability to work effectively under pressure.
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Proactive problem-solver who takes initiative and approaches tasks with a can-do attitude.
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Eager to learn and continuously improve, embracing challenges with resilience.
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Team-oriented mindset with a transparent approach to collaboration and feedback.
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Adaptable, flexible, and able to navigate competing priorities in a dynamic environment.
Marcus Richards