The Investment Associate / Investment Manager / Investment Director evaluates investment opportunities, conducts due diligence, and monitors portfolio performance. The role analyses financial information, develops investment recommendations, and works with advisers and management teams to support transactions and portfolio growth.
Investment Associate positions focus on research, modelling, and transaction support. Investment Manager positions lead assessments and manage portfolio responsibilities. Investment Director positions shape investment strategy, oversee major transactions, and guide teams and investment committee discussions.
Qualifications
- Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.
- Experience in investment analysis, corporate finance, transaction advisory, or portfolio management.
- Strong financial modelling, valuation, and analytical skills.
- Ability to assess business models, financial statements, and market conditions.
- Experience conducting due diligence and preparing investment papers.
- Understanding of transaction structures, investment risks, and portfolio monitoring.
- Proficiency in Excel and relevant research or investment systems.
- Strong communication, negotiation, and stakeholder‑management skills.
- For manager positions, experience leading investment assessments and portfolio activities.
- For director positions, substantial experience in investment strategy, transaction leadership, and team oversight; relevant professional qualifications are an advantage.
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