Investment Associate

Spencer Ogden

  • Finance, Business
  • Full time
  • 3 months ago
  • West Palm Beach,FL
  • OnSite

Job Description

Our client is a global investment platform leading the transition to a sustainable energy future. Our client brings together bold entrepreneurs and some of the world’s most forward-looking energy and industrial companies to advance clean energy innovation. They have over $4 billion in assets under management and invests globally across venture, growth and credit.

We are seeking an investment analyst or associate to join their Credit Strategies team, targeting portfolio companies in the utility/energy industries. The position is great entry point for a career in venture capital and an opportunity to work closely with leading investors and entrepreneurs.

Key Areas of Responsibility

  • Source and screen prospective investments
  • Review business plans
  • Assist in all aspects of due diligence process on potential investments
  • Research market trends and dynamics
  • Develop investment committee memorandums
  • Develop financial models
  • Ongoing portfolio support and administration

Qualifications:

  • 2+ years of work experience in a relevant field (e.g. investment banking, equity research or venture capital)
  • Bachelor’s or Master’s degree (pref. technical degree)
  • Sector expertise in one of our target areas: SaaS/Software, mobility, cybersecurity, artificial intelligence, smart buildings & cities
  • Advanced Proficiency in Excel and PowerPoint is required
  • Self-starter, intellectually curious, and detail oriented
  • Strong financial and analytical skills, experience creating financial models is a plus
  • Positive attitude, team player, open-minded and not ego-driven
  • Comfortable building & presenting decks
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