Investment Associate (Real Assets & Private Equity)

Role Overview

Support senior investment professionals on deal underwriting, financial modelling, transaction execution, portfolio analytics, and investor-facing materials. Alongside investment work, the role will involve preparing pitch decks, fund-raising materials, IC/IR presentations, and occasionally engaging with external investors and capital partners.

This role is ideal for someone quantitatively strong, commercially sharp, and eager to build a long-term career in private markets.

Key Responsibilities

1. Investment Underwriting & Financial Modelling

• Build, maintain, and audit institutional-grade financial models across acquisitions, developments, platform deals, portfolio aggregations, and exit scenarios.

• Execute DCF, IRR/MOIC analysis, sensitivity/scenario modelling, and capital structure work.

• Analyse rent rolls, operating statements, underwriting assumptions, and returns attribution.

• Support valuation activities in line with global private markets standards.

2. Transaction Execution

• Support full-cycle deal execution, from origination to closing.

• Assist in coordinating legal, tax, technical, and commercial due diligence.

• Prepare Investment Committee (IC) materials, transaction summaries, and deal memos.

• Participate in term negotiations, financial analysis, and structuring discussions.

3. Research, Strategy & Market Intelligence

• Conduct thematic deep dives on target sectors including logistics, industrial, data centres, renewable energy and adjacent private equity verticals.

• Monitor capital markets, macroeconomic trends, competitor movements, and sector performance.

• Contribute to strategy papers, market maps, and investment thesis development.

4. Portfolio & Asset Analytics

• Assist in tracking asset-level performance, operating KPIs, budget adherence, and leasing performance.

• Prepare variance analysis, quarterly reporting inputs, and business plan updates.

5. Pitch Decks, IC/IR Materials & Investor Engagement

• Support the Investments team in preparing:

• Pitch decks for new deals and capital partners

• Fund-raising materials, including investor teasers and mandate presentations

• Investment Committee (IC) decks with clear, concise investment narratives

• Investor Relations (IR) decks for ongoing fund reporting and portfolio updates

• Assist in preparing materials for LP meetings, due diligence sessions, and capital-raising roadshows.

• Occasionally interface with external investors, advisors, and strategic partners as required.

• Ensure all materials reflect institutional-grade clarity, accuracy, and professionalism.

Qualifications & Experience Requirements

• This role is open to candidates at both junior and more experienced levels. Scope of responsibilities and level of autonomy will be calibrated based on experience.

• Bachelor's degree in Finance, Economics, Real Estate, Accounting, Engineering, or related fields.

• Experience in buy-side, sell-side, valuation, deal advisory, strategy consulting, or similar analytical roles.

• Excellent Excel modelling and PowerPoint presentation skills.

• Strong grasp of corporate finance, accounting, and valuation principles.

• Ability to work in a fast-paced environment with multiple simultaneous workstreams.

• Strong analytical rigor and high attention to detail.

• Commercially intuitive with good investment judgment.

• Highly organised with excellent verbal and written communication skills.

• Able to operate with maturity, confidentiality, and professionalism when interacting with investors.

• Humble, team-oriented, and self-driven.

Advantageous to have

• Experience in real estate underwriting or development financial analysis.

• Background from Big 4 Deals, Big 4 Valuations, IB analyst programs, or PE analyst roles.

• Exposure to Argus, GIS platforms, and financial databases.

• Prior experience preparing IC decks or investor-facing materials.

What We Offer

• Exposure to institutional-grade deals across sectors and markets.

• Direct mentorship from senior investment professionals.

• Cross-sector skill development (RE + broader PE).

• A meritocratic, globally-connected platform with strong career progression.

• Meaningful involvement in fund-raising and investor engagement