Senior Investment Associate

Department Icon Investment Banking, Private Equity & VC
Posted: 7 months ago
5-9 years
Mumbai, Maharashtra
Investment Banking, Private Equity & VC
work from office
Full Time

Posted: 7 months ago
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Job Description

Investment Associate

We are seeking an Investment Senior Associate to support portfolio management and new investment activities across a diversified asset base. The role involves deep analytical work, financial modeling, and transaction support, working closely with senior investment professionals.

Key Responsibilities:

  • Conduct industry and company research for investment and portfolio review purposes
  • Build and maintain financial models, valuations, and projections for M&A and investment transactions
  • Support due diligence processes in coordination with external advisors
  • Assist with performance improvement initiatives across portfolio companies
  • Prepare investment committee materials, presentations, and ad-hoc analyses
  • Engage with portfolio company management and external stakeholders as required

Requirements:

  • Bachelors degree in Finance or a related field (CFA or MBA a plus)
  • 5–9 years of experience in investment banking, private equity, transaction advisory, or management consulting
  • Strong financial modeling, valuation, and analytical skills
  • High proficiency in Excel and PowerPoint
  • Ability to manage multiple workstreams in a fast-paced environment

Please note this involves relocation to the Middle East

Skills

AdvisoryFinanceFinancial ModelsM&aTransactionTransaction AdvisoryValuationCfa

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About Company

Cooper Fitch is a leading recruitment and HR consultancy firm specializing in the Middle East. We provide comprehensive recruitment solutions across various sectors, including finance, technology, engineering, and healthcare. Our HR consultancy services encompass talent management, organizational development, and compensation strategies. With a strong regional presence and industry expertise, we help businesses attract, develop, and retain top talent to achieve their strategic goals.

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