Investment Associate- M&A and Portfolio Management

A leading investment arm is looking for a driven Investment Associate to join its team. This is a hands-on, high-impact role that sits at the intersection of private capital and public value creation.

As part of a lean and experienced investment team, you'll work on both optimizing existing portfolio companies and evaluating new investment opportunities across various sectors.

What You'll Do

You'll support the full investment lifecycle from deal analysis to portfolio value creation:

New Investments:

• Conduct company and industry research
• Build detailed financial models and valuations
• Support due diligence efforts alongside third-party advisors
• Help evaluate investments against strategic and economic goals

Portfolio Management:

• Analyze company performance and improvement initiatives
• Monitor implementation and impact of value creation plans
• Work with portfolio company management and external consultants

Internal Collaboration & Reporting:

• Contribute to investment committee materials
• Coordinate reporting across subsidiaries
• Support ad hoc analysis and requests as needed

Must-Haves

• 36 years of experience in M&A, investments, or consulting
• Bachelor's degree in Finance, Economics, or a related field
• Strong financial modeling and valuation skills
• Excellent research, problem-solving, and communication abilities
• CFA or MBA is a plus