Senior Associate/AVP - Investments

Job Purpose

The Senior Associate/AVP works closely with senior investment professionals and plays a key role in deal execution and decision-making.

Individual Contributor

• Build and maintain financial models (DCF, comparable companies, precedent transactions, LBO where applicable).
• Analyze financial statements, business models, and industry dynamics.
• Conduct commercial, financial, and operational due diligence.
• Prepare investment memoranda and presentation materials for investment committees.

• Support transaction execution from initial screening through closing.
• Coordinate with external advisors (bankers, consultants, legal counsel, auditors).
• Assist in negotiating transaction terms and documentation.

• Research industries, markets, and competitive landscapes.
• Track market trends, valuation benchmarks, and comparable transactions.
• Identify and evaluate potential investment opportunities.

• Monitor portfolio company performance against investment theses.
• Assist with portfolio company reporting and board materials.
• Support value-creation initiatives and strategic projects.

• Work closely with Partners, Principals, and Analysts.
• Contribute to investment strategy discussions and team meetings.
• Help improve internal processes, tools, and research databases.

• Bachelor’s degree in finance or a related discipline such as Accounting, Economics, or Business.
• Relevant professional certifications (e.g. CFA, CAIA) would be an advantage.

• Min. 4 years of relevant experience in asset management, private banking, or a related investment advisory environment.
• Strong understanding of financial modelling and valuation techniques.

• Investment expertise – should have an excellent grasp of the differences between investment-related products and how they can support client goals.
• Client service – should be able to understand a client’s goals and make financial decisions that support both long- and short-term investment objectives.
• Familiarity with financial regulations – should possess a high level of knowledge regarding financial laws and procedures to protect client investments and ensure that they are making proper decisions.

• Networking – Experience with building relationships and networking to stay informed of industry trends.
• Able to influence effectively at different levels within the organization.
• Demonstrate strong verbal and written communication skills.
• High standard of work, accurate record keeping and attention to detail, able to organize and prioritize workload.
• Able to multi-task.
• Good analytical and problem-solving skills able to drive forward positive solutions.
• A team player and able to work independently using initiative.