The Investment Associate provides support to the sector head who works through our appointed board members to oversee strategy, budgeting, risk, talent, compensation, and M&A initiatives in our portfolio companies. The position is also responsible for helping : manage the value of our investments in the sector; initiating and managing transformation initiatives at our portfolio companies; evaluating new investment opportunities.
Responsibilities and duties
Drive / optimize value creation in portfolio companies
- Support portfolio company value creation opportunities through consistently refreshed shareholder opinions / Value Creation Plans
- Provide support to the Investment manager who acts as the key interface in relationship with portfolio companies (Board / Exec team) to drive value creation plans to execution
- Support the identification and analysis of portfolio company synergies and their implementation
Monitor asset performance and mitigate potential issues
Perform analysis and reporting that supports regular performance review of portfolio companiesReview and report upon companies are on track vs. plan on key topicsFlag any potential issues to the investment managerProvide data and requests for reports and analysis that underpin decisions on implications of hold / sell for assetSector strategies & detailed sector screens
Gather data and research that supports the development of sector strategies / EIA point of view on sector and on latest relevant trends / investable themesGather data and research that supports the development of detailed sector screens to identify most attractive opportunities for investmentDeal origination for new strategic investments (in coordination with M&A)Begin to forge connections that engage with sector ecosystem and allow further building strong network with relevant stakeholdersConduct reports and analysis as requested to enable deal teams to execute on deal transactions in collaboration with M&A team; heavily contribute on all sector specific / commercial topics (e.g., commercial diligence)Reporting - Perform inter-company comparison with other sector / industry competitor in terms of costs, sales, profit, ratios, etcRequirements
Bachelors degree in Finance or BusinessRelevant professional certificates are an added advantage (CFA, CPA)Must hold valid UAE family bookMust have 4-8 yrs experience in Consulting / Investments or related fieldStrong financial modelling experienceStrong communication and presentation skills