Job Description:
The Associate is responsible for supporting and managing investment, financing, and corporate advisory transactions, working closely with senior management, clients, and external stakeholders from initial assessment through execution and ongoing monitoring.
Key Responsibilities:
- Evaluate new investment, financing, and corporate advisory opportunities.
- Develop and review detailed financial models, valuations, transaction analyses, and forecasts.
- Lead or coordinate financial and commercial due diligence.
- Prepare investment papers, credit proposals, transaction memoranda, presentations, and client materials.
- Structure and evaluate financing and investment transactions, including assessing collateral, leverage, risk, and returns.
- Manage transaction processes from initial discussions through documentation, closing, and post-closing monitoring.
- Conduct industry, market, competitor, and company analysis.
- Maintain relationships with clients, investors, lenders, advisers, and other counterparties.
- Review and negotiate commercial aspects of term sheets and transaction proposals, where appropriate.
- Monitor portfolio companies, investments, and financing facilities and provide regular updates to senior management.
- Identify new business opportunities and support the development of client relationships.
- Ensure transactions and activities are conducted in accordance with internal policies and applicable regulatory requirements.
- Perform other duties as reasonably assigned by senior management.
Requirements:
- Bachelor’s degree in Finance, Economics, Accounting, Business, or a related discipline; professional qualifications such as CFA or ACCA are advantageous.
- Minimum 1 year of relevant experience in investment banking, private equity, asset management, corporate finance, private credit, securities financing, or a related field.
- Strong financial modelling and valuation skills.
- Good understanding of financial markets, credit, investment analysis, and transaction structuring.
- Strong commercial judgment and attention to detail.
- Excellent communication, presentation, negotiation, and interpersonal skills.
- Ability to manage multiple transactions and priorities independently.