Associate Investment Advisor
Core
Support the full investment lifecycle including origination, evaluation, execution, portfolio management, and exit processes for small and mid-market businesses.
Role type
Associate Private Equity Investment Advisor
Builds
Private equity investments and value creation initiatives for portfolio companies
Domain
Private Equity / Small and Mid-Market
Required skills
M&A, leveraged buyouts, valuation methodologies, financial modelling, accounting, analytical capabilities, commercial judgement
Preferred skills
data-driven and AI-enabled analytical tools
Technologies
financial modelling tools, AI-enabled analytical tools
Responsibilities
Conduct industry research and market analysis to identify investment opportunities; Build and maintain detailed financial models and valuation analyses; Lead key due diligence workstreams and coordinate with external advisors; Prepare investment committee materials and present findings to senior stakeholders; Work closely with portfolio company management teams to support strategic initiatives; Monitor portfolio company performance and assist in portfolio reporting activities
Seniority
Associate, hands-on IC