This role is for a Private Equity – Investment – Associate responsible for supporting investment evaluation, analysis, and portfolio monitoring activities across the investment lifecycle. In this position, you will work closely with senior investment professionals to assess potential investment opportunities and support decision-making processes.
As a Private Equity – Investment – Associate, you will contribute to sourcing and evaluating potential investments through financial analysis, market research, and due diligence. You will assist in analyzing business models, industry dynamics, competitive positioning, and growth opportunities to support investment theses.
Key responsibilities include building and reviewing financial models, analyzing historical and projected financial performance, and preparing investment materials such as presentations, reports, and summaries. You will support valuation analysis, scenario modeling, and sensitivity analysis to assess risks and returns.
You will also assist in monitoring existing portfolio investments by tracking financial performance, key metrics, and operational developments. This role involves preparing periodic performance updates and supporting communication with internal stakeholders.
The Private Equity – Investment – Associate role requires strong analytical skills, attention to detail, and a structured approach to problem-solving. You will be expected to manage complex data, validate assumptions, and ensure analyses are accurate, well-documented, and aligned with investment objectives.
Clear communication and collaboration are essential, as you will work with investment team members, advisors, and other stakeholders. By providing high-quality analysis and support, the Private Equity – Investment – Associate plays a key role in evaluating opportunities, supporting portfolio performance, and contributing to successful investment outcomes.
Key Responsibilities- Support evaluation of potential investment opportunities
- Conduct financial analysis and valuation modeling
- Perform market, industry, and company research
- Assist with due diligence processes and data review
- Prepare investment memos, presentations, and reports
- Analyze financial statements and performance metrics
- Support portfolio monitoring and performance tracking
- Conduct scenario and sensitivity analysis
- Organize and document investment-related materials
- Collaborate with internal and external stakeholders
- Strong analytical and quantitative skills
- Solid understanding of finance, investments, and valuation concepts
- Ability to build and interpret financial models
- Proficiency with spreadsheets and financial analysis tools
- Strong attention to detail and data accuracy
- Ability to structure and communicate complex information
- Good written and verbal communication skills
- Ability to manage multiple tasks and priorities
- Interest in private equity, investments, and financial markets
- Educational background in Finance, Economics, Business, or a related field is preferred