Senior Investment Associate

Overview

1. Investment Research and Market Analysis

• Support the evaluation of new investment opportunities, joint ventures, and platform acquisitions through structured market, sector, and competitive analysis.
• Prepare clear and concise screening materials, research notes, and analytical summaries to support internal review and escalation to senior stakeholders.

2. Financial Modelling and Valuation

• Build, review, and maintain comprehensive financial models for investment opportunities, including DCF, IRR, MOIC, and scenario-based analyses.
• Assess investment returns, sensitivities, downside cases, and key value drivers across multiple capital structures.
• Maintain and update financial models throughout the transaction lifecycle to reflect diligence findings and negotiated terms.

3. Transaction Execution and Investment Support

• Support transaction execution activities across the full deal lifecycle, from initial screening through due diligence, structuring, and completion.
• Prepare detailed investment memoranda, valuation summaries, and supporting analysis for Investment Committee and senior management review.

4. Investment Materials and Presentation

• Lead and support the preparation of high-quality investment materials, including investment memoranda, valuation summaries, and Investment Committee presentations.
• Translate complex financial and commercial analysis into clear, concise, and well-structured presentation materials.
• Support senior team members in presenting investment opportunities and responding to stakeholder queries.

5. Structuring, Term Sheets and Negotiation Support

• Support the structuring of investment transactions, including review of term sheets, SPAs, SHAs, JVAs, and financing documentation.
• Support negotiations with counterparties and advisors by providing analytical, financial, and commercial input as required.

6. Data Management and Reporting

• Maintain accurate and up-to-date records of real estate assets and transactions.
• Ensure data integrity and accuracy in all reports and presentations as directed.

Qualification

• A bachelor’s degree in business administration, real estate, finance, or a related field is required.
• Professional qualifications such as ACA, RICS, CFA, or equivalent.

Experience

• At least 5+ years of experience in a related field.
• 1-year minimum post professional qualification.