Private Equity – Investment – Associate

Private Equity Investment Associate

Role Responsibilities

Investment Sourcing & Evaluation

• Identify potential investment opportunities in target sectors and markets.
• Conduct detailed market research, financial analysis, and company assessments.
• Develop financial models, valuations, and investment memos to support decision-making.
• Assist in evaluating risk and return profiles of prospective investments.

Due Diligence & Transaction Support

• Conduct operational, financial, and legal due diligence on potential acquisitions.
• Collaborate with external advisors, auditors, and legal counsel during deal execution.
• Assist in structuring investment terms, pricing, and agreements.
• Support negotiations and closing processes under senior management guidance.

Portfolio Monitoring & Reporting

• Track and analyze the performance of portfolio companies.
• Prepare reports, dashboards, and presentations for internal stakeholders.
• Identify value creation opportunities and operational improvements within portfolio companies.
• Support exit strategy planning and execution when appropriate.

Collaboration & Strategy Support

• Work closely with senior associates, principals, and partners on investment decisions.
• Participate in investment committee discussions and provide analytical support.
• Stay updated on market trends, regulatory developments, and industry dynamics.

Qualifications

• Bachelor’s or Master’s degree in

  Finance, Economics, Accounting, or Business

  .
• 2–4 years of experience in

  private equity, investment banking, management consulting, or asset management

  .
• Strong financial modeling, valuation, and analytical skills.
• Familiarity with

  due diligence processes, deal structuring, and investment reporting

  .
• Excellent written and verbal communication skills.
• CFA designation or progress toward it is a plus.
• Ability to work independently and in a fast-paced team environment.

Key Attributes

• Analytical & Detail-Oriented:

  Capable of handling complex financial data accurately.

• Commercial Awareness:

  Understands market dynamics and investment trends.

• Collaborative:

  Works effectively within investment teams and with external advisors.

• Proactive:

  Identifies opportunities and potential risks ahead of time.

• Results-Focused:

  Strives to deliver high-quality outputs on time.

• Adaptable:

  Able to manage multiple tasks and priorities under tight deadlines.