Investment Associate
Skills
About This Role
Associate, Investments & Portfolio Management
A leading investment platform is looking to hire an Associate to join its dynamic investment team, supporting both portfolio management and new investment activities across a diversified asset base.
This opportunity is ideal for candidates coming from investment banking, private equity, transaction advisory, or strategy consulting backgrounds who are looking to step into a broad investment role with high visibility and hands-on exposure across transactions, portfolio optimisation, and strategic initiatives.
Key Responsibilities:
- Support evaluation and execution of investment opportunities across multiple sectors
- Build and maintain detailed financial models, valuation analyses, and investment materials
- Conduct industry, market, and company research to support investment decisions
- Assist with commercial and financial due diligence processes alongside external advisors
- Work closely with portfolio companies on operational and performance improvement initiatives
- Support investment committee materials, strategic reviews, and management presentations
- Engage with senior stakeholders including executives, advisors, and external partners
Candidate Profile:
- 3–6 years’ experience within investment banking, private equity, transaction services, corporate finance, or strategy consulting
- Strong financial modelling and valuation capabilities
- Excellent analytical and presentation skills with strong attention to detail
- Experience working on M&A transactions, strategic projects, or performance improvement initiatives
- Comfortable handling large datasets and translating insights into commercial recommendations
- CFA and/or MBA is advantageous
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