Investment Analyst/Asso

As an Investment Analyst/Associate, your main responsibilities will include:

Deal Execution

• Collaborate with the deal team to manage end-to-end investment processes.
• Assist Principals or Senior Principals in sourcing and evaluating new investment opportunities aligned with strategic goals.
• Lead operational aspects of deal execution, including scheduling meetings, managing communications, and liaising with partners.
• Prepare and present investment cases internally.
• Coordinate with cross-functional teams (Legal, Finance, etc.) to ensure timely execution.
• Build and analyze complex financial models.
• Support due diligence, underwriting, valuation, and negotiation processes.
• Contribute to the development of term sheets and deal documentation.

Asset Management

• Act as the primary asset manager for smaller assets and assist senior colleagues with more complex portfolios.
• Support strategic planning, budgeting, and performance measurement.
• Identify and escalate key business risks.
• Implement governance frameworks and operational support systems.
• Monitor and report on financial and operational performance.
• Conduct asset valuations and support monetization or exit strategies.
• Recommend performance improvement initiatives.
• Ensure compliance with investment strategies, covenants, and ESG requirements.
• Prepare internal and external reports, including Investment Committee papers and investor updates.
• Maintain accurate asset data and monitor portfolio composition.

Quality Assurance

• Review and validate outputs from Analysts and Associates to ensure accuracy and reliability.

Relationship Management

• Build industry connections by attending relevant events and conferences.

Process Improvement

• Recommend and implement enhancements to systems, policies, and procedures.
• Identify opportunities for continuous improvement aligned with best practices.

Other Duties

• Perform additional tasks as assigned.