An Associate will actively participate in including but not limited to Investment, Financial Advisory, Portfolio Management, and Foreign exchange businesses.
Synthesising firm data in support of the organisation’s marketing efforts, preparing collateral and presentation materials to facilitate communications with prospective limited partners
Originating and analysing investment pipelines
Participating in investor meetings as part of the capital-raising process and managing ongoing relationships
Responding to investor information requests and compiling necessary due diligence materials
Strategise with team members on growing the firm's cadre of investors
Development of financial models to value debt and equity for mergers, acquisitions, and capital- raising transactions.
Perform various valuation methodologies – comparable companies, precedents, and DCF.
Develop recommendations for product offerings, private equity transactions, mergers and acquisitions, and valuations.
Conduct preparation and review of materials used in clients' financing, including investment memoranda, management presentations, and pitchbooks.
Develop relationships with new and existing clients to expand the business.
Perform due diligence research, analysis, and documentation of live transactions.
Create presentations for client portfolios.
Affinity for current events, critical issues, and relevant news
Qualifications:
Candidates should have broad-based analytical skills, superior capabilities in cash flow modeling, good research abilities, and outstanding communication skills.
A Bachelor's degree is required, with a preference for candidates concentrating on Economics, Finance, and accounting.
2+ years of related experience with exposure to investment or investment banking
Robust financial analysis and modelling skills utilising Microsoft Excel
In-depth knowledge of all products within Microsoft Office Suite, including PowerPoint
Ability to manage multiple tasks and effectively meet deadlines.
Team player who can work independently and under pressure in an entrepreneurial environment.
Outstanding attention to detail, accountability, integrity, and ethics.
A self-motivated, energetic, and positive individual with strong oral and written communication skills.