Investment Associate

CloudHQ LLC

$90K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-4 years of relevant experience in Private Equity or M&A Advisory from a leading investment bank
  • Proven track record of executing relevant deals
  • Strong financial and operational modeling capabilities
  • Entrepreneurial mindset with high commercial awareness
  • Excellent communication skills for both written and verbal presentations
  • Ability to work collaboratively in a team environment
  • Strong academic background in Economics, Mathematics, Engineering, or a related quantitative field

Responsibilities

  • Assist in preparing and evaluating investment proposals and related documents
  • Lead due diligence processes and build or review financial models
  • Conduct market and sector research to provide investment insights
  • Collaborate with senior professionals to evaluate new investment opportunities
  • Manage and monitor existing investments while implementing asset management initiatives
  • Support portfolio companies in executing business plans from investment to exit
  • Cultivate relationships within the industry, including various finance professionals

Benefits

  • Competitive compensation and rewarding incentives
  • Comprehensive benefits package including medical, dental, vision, and life insurance
  • 401(k) plan with company match
  • Paid holidays and generous paid time off (PTO)
  • Opportunities for professional development
  • Ability to make a significant impact on organizational growth
Full Job Description
What the Role Entails
• Assisting with the preparation and evaluation of investment proposals, including Investment Committee papers
• Assisting/leading with transaction due diligence and execution, including leading workstreams and building and/or reviewing financial models, as required
• Leading market and sector research and analysis, and provide updates on any insights or developments
• Collaborating with senior investment professionals in originating, evaluating and analysing new investment opportunities
• Assisting the group with managing and monitoring existing investments, and identifying and implementing new initiatives as part of the group's asset management plan
• Working with existing portfolio companies to assist in the execution of their respective business plans from the point of initial investment to exit
• Managing and maintaining relationships within the industry, including investment banks, fund managers, independent valuers, consultants, and peer institutional investors

Requirements

What You Bring to the Role
• 2-4 years of relevant sector experience in Private Equity or M&A Advisory from a leading investment bank
• Possess a demonstrated track record of relevant deal flow execution
• Strong quantitative/numerical skills - advanced financial and operational modelling skills
• Independent and entrepreneurial character with high commercial acumen and a 'returns' driven mindset
• Excellent written/presentation and oral communication skills
• Able to work effectively and collaboratively with different members of the team
• Strong academic track record, including a Bachelor's degree covering Economics, Mathematics, Engineering or another quantitative subject

What We Offer

Cloud Capital's people and culture are the most enriching aspects that make us a great place to work. We are strengthened by industry experts who bring extensive knowledge, skill, and experience; leaders who bring vision, innovation and commitment to our people; and an expanding team of individuals who believe in that vision and bring their best to support their customers and team. Our employees enjoy competitive compensation and rewarding incentives, comprehensive benefits (medical, dental, vision, life insurance, disability), 401(k) with match, paid holidays, generous PTO, development opportunities, and the ability to closely impact and contribute to the growth of an exceptional organization.

Similar Jobs

More Jobs at CloudHQ LLC

  • Investment Associate
    $90K — $130K *
    San Francisco, CA 94112 (San Francisco County)
    Finance & Insurance
    In-Person
  • Legal Counsel
    $100K — $150K *
    Washington, DC 20011 (District Of Columbia County)
    Legal & Accounting
    In-Person
  • Legal Counsel
    $100K — $150K *
    Fort Washington, MD 20744 (Prince Georges County)
    Legal & Accounting
    In-Person
  • HR Operations Manager
    $90K — $120K *
    Washington, DC 20011 (District Of Columbia County)
    Business Services
    In-Person
  • Senior Associate, Site Acquisition
    $90K — $130K *
    Washington, DC 20011 (District Of Columbia County)
    Real Estate & Construction
    In-Person

More Finance & Insurance Jobs

Find similar Investment Associate jobs: