Investment & Strategy Associate
Core
Conduct deep fundamental research and strategic due diligence on software and technology companies to support multi-million investment decisions.
Role type
Investment & Strategy Associate
Builds
Strategic intelligence reports, financial analysis, and screening materials for investors and corporates.
Domain
Technology investment / B2B Software due diligence
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
Fundamental research, strategic due diligence, financial analysis, quantitative modeling, qualitative insights generation, expert interview management, financial modeling, strategic screening, presentation design, data analysis
Preferred skills
French, German, or Italian language ability
Technologies
Excel
Responsibilities
Conduct deep fundamental research on software & technology companies, Perform strategic due diligence and financial analysis, Leverage quantitative modeling and qualitative insights through expert interviews, Collaborate with peers and ex-Tier 1 management consultants, Deliver high-quality research findings to support investment decisions, Lead interviews in English with professional experts, Monitor identified companies daily, Prepare financial research and analysis materials, Support process improvement and new company screening
Seniority
Associate, early-career professional