Investment Associate

Company Description

My client is a revolutionizes real estate with projects that blend visionary design, environmental stewardship, and social responsibility.

Job Description

Reports To: The associate will work directly as an investment team member and have direct contact with Managing Director, Executive Director, Vice President, and Senior Associate(s).

Job Objective: To support the Real Assets team with financial analysis skills, market research expertise, and strategic insights to support investment decisions and drive portfolio growth.

Key Responsibilities and Accountabilities
▪ To provide accurate, data-based information on business models, profitability, operating costs.
▪ Perform investment-level and portfolio-level financial modelling and valuation analyses for existing and new investments.
▪ Research and analyze financial information to provide management with well-informed
recommendations, present findings, and monitor profitability with the models.
▪ Primary responsibility to manage pitch decks, internal and external material for acquisitions,
investments, and business development, marketing material, and stakeholder relations
▪ Proposals, deal structuring, HNI and institutional fundraising activities including but not limited to industry presentations, investor meeting and pitch, stakeholder relations and management
▪ Preparing periodic investor communications and reporting.
▪ Coordinate and manage ownership documentation including MOUs, equity, debt, and JV agreements to ensure compliance and covenants and terms.
▪ Execute asset management of existing investments by preparing and maintaining ongoing asset management models/reports including asset performance vs. budget, hold-sell analyses.
▪ Assist in the due diligence process for potential investments, including market research, financial assessments, and risk analysis.

Qualifications

Education

• First degree - 2:1
• Bachelor’s degree in quantitative fields such as finance, accounting, mathematics, economics, etc. from a top university
• Master’s degree will be an added advantage

Experience
▪ Experience in Investment Banking, Private Equity Investment or Fund Management field, direct exposure to Private Equity Real Estate would be a nice plus.

Knowledge, Skills and Attitudinal Requirements

▪ Critical-thinking, teamwork in a culturally diverse workplace, self-starter, and motivated character traits highly valued.
▪ Banking and finance, business management, or accounting background preferred, internships and work experience valued.
▪ Ability to lead team over challenging tasks, to deliver high-quality results.
▪ Cross-cultural orientation, language capability in French will be an added advantage

Candidates MUST Have
▪ Advanced Excel skills, you must be able to create models from scratch.
▪ Strong drive to succeed and work long hours in a team oriented, rewarding environment.
▪ Commitment to high standards of excellence and integrity.
▪ Strong attention to detail and ability to meet tight deadlines with ease.
▪ Passion for infrastructure and real estate and desire to grow with an exceptional team
▪ Self-motivated, energetic, and positive individual with strong oral and written communication skills

Licence Certification
ACA, CFA