Investment Associate

4 days ago

New York, New York, United States Capital Dynamics Full time
About the Role

We are seeking a highly skilled Investment Associate to join our Private Equity, Co-Investments team in New York. As an Investment Associate, you will play a key role in supporting the team in performing analysis, due diligence, and monitoring of direct investments, as well as periodic valuation, reporting, and other functional areas as needed.

Key Responsibilities
  • Participate in direct investment selection, fund portfolio management, and reporting.
  • Undertake due diligence on prospective investments, including financial statement analysis, sensitivity testing, development of various investment cases, market assessments, reference calls, meeting lead sponsors and management, and preparation of co-investment memoranda for investment committee review and consideration.
  • Work in conjunction with the primaries team to develop relationships with financial sponsors to help source investment opportunities.
  • Review transaction documentation: prepare closing certificates, valuation analyses, and the periodic reports (commentary and numerical data) used to communicate with fund investors.
  • Support fundraising efforts, including preparation of marketing documents and communication with investors.
  • Attend general partner annual meetings to establish an external presence.
  • Complete one-off projects as they may arise from time to time.
Requirements
  • A bachelor's degree from a top-tier institution with a strong GPA.
  • A minimum of 2 to 4 years relevant experience in private equity (direct and/or co-investments), investment banking firm.
  • Must have proven experience in mergers and acquisitions (M&A) due diligence process.
  • Excellent financial modeling skills - LBO, DCF, etc.
  • Highly developed quantitative skills, and writing skills (financial analysis, modeling, valuation, and reporting).
  • Sound investment judgment with a keen awareness of risk, return, and exposure management.
  • Ideally experienced in assessing investment in one or more of the following industries - healthcare, technology, industrials, consumer discretionary / consumer staples, business services, communication services, etc.
What We Offer
  • This role will offer a base salary in the region of USD 130,000 to 135,000 per annum (with flexibility), plus bonuses and benefits.
  • The base salary offered will depend on the level of experience the candidate can bring to the role.
About Us

Capital Dynamics is an independent global asset management firm focusing on private assets, including clean energy and private equity (primaries, secondaries, and co-investments). We are a global company with 24 nationalities represented across our staff in 13 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion are key to being better at what we do and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity.

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