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Senior Investment Associate
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General Details
Location:
Advertised By:Agency
Company Name:Executive Placements
Job Type:Full-Time
Description
We are searching for a Senior Investment Associate with strong financial modelling and Due Diligence capability and exposure to real estate investments to join their high-performing team.
If youre ready to take on larger deals, drive investment execution, and influence portfolio growth, this role is for you.
Key Responsibilities:
Job Experience & Skills Required:
If youre ready to take on larger deals, drive investment execution, and influence portfolio growth, this role is for you.
Key Responsibilities:
- End-to-end deal execution: origination, financial modelling, valuations, due diligence, IC papers & presentations
- Perform in-depth investment research across private equity and real estate assets
- Build and refine complex financial models (leveraged, development, income-producing and PE deal structures)
- Support portfolio value creation initiatives and ongoing performance monitoring
- Conduct market mapping, risk analysis, and strategic assessments for new investment opportunities
- Engage with key stakeholders: developers, asset managers, lenders, legal teams, and JV partners
- Prepare high-quality investment committee packs and present findings with confidence
Job Experience & Skills Required:
- Honours / CFA progress / similar investment qualification
- 5+ years experience in Private Equity, Corporate Finance, Investment Banking or Real Estate Investments
- Strong exposure to real estate transactions (development, income-producing, or alternative property assets)
- Exceptional financial modelling, valuations and deal execution capability
https://www.executiveplacements.com/Jobs/S/Senior-Investment-Associate-1244868-Job-Search-12-05-2025-04-13-26-AM.asp?sid=gumtree
Id Subtitle 1343841362
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Executive Placements
Selling for 10+ months
Total Ads4.78K
Active Ads4.78K
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The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Clients and Financial Advisors) within an Asset Management / Investment firm / Financial / Wealth planning environment. Post Grad in Financial planning is an advantage.Outgoing personality and excellent communication skills are essential. Strong academics and a history of academic and work success are important. Your duties will include: Develop trusted relationships with clients and becoming an expert resourceProvide expert initial and ongoing training on their custom IT systemProvide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company.Manage and leverage internal resources to meet deliverablesProactively cultivate relations and be prepared to engage socially where beneficialDevelop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment propositionWork closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients concernsProvide first line support to clients via phone, email, online and face to face meetings (occasional travel required)Strategic and creative thinking to suggest improvements to productivity, service quality and processesRecord and relay client feedback and insights to internal teams such as tech, marketing, operations and asset management in order to constantly improve the client experienceMaintain an expert-level knowledge of their investment processes and internal tools as well as curiosity and awareness of new initiatives within the industry.Assist with ad hoc inter-function projects as required Only shortlisted candidates will be contacted. If you have not heard from us by mid January 2026, please consider your application unsuccessful.
https://www.jobplacements.com/Jobs/C/Client-Relations-Specialist-Investment-Management-1244923-Job-Search-12-05-2025-04-18-38-AM.asp?sid=gumtree
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