Investment Associate (Investment Management) at Robert Walters

Responsibilities
Deal origination and execution:

• Prepare high quality comprehensive financial models and investment memos to support the company’s understanding of new investment and business opportunities.
• Support due diligence of investment opportunities and manage various stakeholders on the transactions.
• Prepare relevant internal and external documents required to inform relevant stakeholders on the investment opportunities.
• Support transaction execution workstreams as required.

Portfolio Management

• Provide competitive analysis on portfolio companies’ market offerings and stay updated on market trends.
• Provide financial advisory support to portfolio companies where required.
• Develop and maintain investment models, portfolio data, and supporting analytics.
• Collate, review and query portfolio companies’ monthly management accounts.

Strategy Review And Development

• Assist in the development and review of strategy for the Company and its portfolio companies.
• Support the review of annual budgets and medium to long-term plans.
• Champion agreed strategies at the Company and portfolio level

Requirements

The successful candidate must have strong financial & strategic analysis and excellent verbal & written communication skills gained (preferably) from private equity, venture capital, investment banking, or strategy consulting.

• Bachelor’s degree, preferably with concentrations in highly analytical fields such as Business, Finance, Economics, Engineering or related fields.
• Post-graduate qualification, Chartered Accountant and/or Chartered Financial Analyst designation is an added advantage.
• Outstanding academic record.
• 4-5 years of work experience, particularly in research, capital-raising, origination, executing, and monitoring of investments.
• Ability to develop complex financial models, perform financial analysis, company valuations, and comparable company analyses.
• Strong problem-solving skills and demonstrated ability to take initiative and critically analyze processes and procedures.