Company Description
Our firm is a leading private equity investment group with a strong track record of identifying, acquiring, and growing businesses across diverse sectors and geographies. We specialize in long-term value creation through strategic partnerships, operational improvement, and disciplined capital management. With a global presence and a collaborative culture, we pride ourselves on analytical rigor, entrepreneurial thinking, and delivering sustainable results for our investors and portfolio companies. We are now seeking an Investment Associate to join our dynamic team and play a key role in the sourcing, evaluation, and execution of private equity investments.
Role Description
The Private Equity Investment Associate will support all aspects of the investment process, from deal origination to portfolio management. This role requires strong financial modeling skills, investment judgment, and the ability to work collaboratively with senior professionals and portfolio company management teams. The Associate will be actively involved in evaluating new investment opportunities, conducting due diligence, structuring transactions, and driving value creation initiatives within portfolio companies.
Key responsibilities include:
- Conducting in-depth financial analysis, including building and maintaining detailed financial models (DCF, LBO, operating models).
- Performing company, industry, and market research to evaluate potential investment opportunities.
- Supporting due diligence efforts, including analysis of financial statements, business operations, competitive positioning, and legal/regulatory factors.
- Assisting in the preparation of investment memoranda and presentations for internal committees and external stakeholders.
- Collaborating with senior team members to structure and negotiate deal terms.
- Monitoring portfolio company performance, analyzing KPIs, and supporting operational improvement initiatives.
- Participating in board meetings, management discussions, and strategic planning for portfolio companies.
- Staying informed on macroeconomic trends, sector dynamics, and transaction activity within private equity markets.
- Building and maintaining relationships with advisors, intermediaries, and industry contacts to support deal sourcing.
- Contributing to fundraising efforts, investor reporting, and other firm-level initiatives as needed.
This role is ideal for candidates who are analytical, motivated, and seeking to advance their career in private equity within a high-performance, entrepreneurial environment.
Qualifications
- Bachelors degree in Finance, Economics, Business, or a related field. An MBA, CFA, or CA qualification is a strong advantage.
- 16 years of experience in private equity, investment banking, management consulting, or corporate development.
- Advanced financial modeling and valuation skills, with expertise in LBO and DCF modeling.
- Strong understanding of accounting, financial statements, and corporate finance principles.
- Solid experience in conducting due diligence and evaluating investment opportunities.
- Excellent research and analytical skills, with the ability to synthesize complex information into clear recommendations.
- Outstanding communication skills, both written and verbal, with experience preparing and delivering presentations.
- Ability to manage multiple projects simultaneously in a fast-paced environment.
- High level of attention to detail, integrity, and commitment to excellence.
- Strong interpersonal skills, with the ability to build relationships with colleagues, management teams, and external partners.
- Entrepreneurial mindset, adaptability, and a genuine interest in private equity investing.
- This position offers a unique opportunity to gain hands-on experience in deal execution and portfolio management while working alongside seasoned investment professionals. The Associate role provides a strong foundation for career progression in private equity, offering exposure to complex transactions, operational initiatives, and long-term value creation strategies.
