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Investment Associate - JN-022026-6936451 | Michael Page

icon building Company : Michael Page
icon briefcase Job Type : Full Time

Number of Applicants

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Job Description - Investment Associate - JN-022026-6936451 | Michael Page

  • Newly create headcount
  • Fast growing firm
About Our Client

Client is a fast-growing multi-family office founded by partners with distinguished backgrounds, supported by disciplined investment thinking and strong governance.

Job Description

Primary Responsibilities
  • Due Diligence & Investment Evaluation: Perform in-depth market, industry, and company research; create valuation and financial models; and prepare investment papers outlining risks, findings, and recommendations.
  • Execution & Structuring: Review transaction documentation and collaborate with legal, tax, and compliance teams to ensure appropriate deal structure.
  • Portfolio Oversight & Reporting: Maintain portfolio dashboards tracking metrics such as NAV, IRR, and cash flows; develop regular performance updates and forward-looking insights.
  • Stakeholder & Client Coordination: Support partners during client discussions and help ensure alignment across tax, legal, governance, and investment considerations.
  • Risk & Compliance Management: Apply robust risk management practices, monitor liquidity and concentration risks, and ensure processes meet documentation and audit standards.
The Successful Applicant

Experience & Qualifications
  • At least 2 years of experience in a family office, private banking, asset management, private equity, or investment banking environment.
  • Strong analytical capability with solid financial modelling skills.
  • Excellent communication, organization, and attention to detail.
  • High proficiency in Excel and PowerPoint; experience preparing investment memos.
  • Bachelor's degree in Finance, Economics, Business, or related fields; CFA or MBA is an advantage.
What's on Offer
  • Competitive salary with a growing organization
Original job Investment Associate - JN-022026-6936451 | Michael Page posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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