Investment Associate
Investment Associate
Spencer Ogden
New York City Metropolitan Area
See who Spencer Ogden has hired for this role
Job Title: Investment Associate – Credit Team
Location: New York, NY
Job Summary: My client is seeking a talented and motivated Investment Associate to join our Credit Team based in New York, NY. The successful candidate will have 3-4 years of experience in investment banking, private equity, or a related field, with a strong focus on credit analysis and investment. As an Investment Associate, you will play a key role in evaluating and executing investment opportunities, managing portfolio assets, and contributing to the growth and success of our energy and infrastructure investments.
Key Responsibilities:
Investment Analysis:
- Conduct detailed financial analysis, credit assessment, and due diligence on potential investment opportunities in the energy and infrastructure sectors.
- Develop and maintain complex financial models to support investment decisions.
- Prepare investment memos, presentations, and other materials for internal and external stakeholders.
Portfolio Management:
- Monitor and manage existing portfolio investments, including financial performance, compliance, and risk management.
- Assist in the preparation of regular portfolio reviews and performance reports.
- Identify opportunities for value enhancement and risk mitigation within the portfolio.
Transaction Execution:
- Support the execution of investment transactions, including structuring, negotiation, and documentation.
- Coordinate with legal, tax, and other advisors to ensure smooth transaction execution.
- Manage timelines and deliverables to ensure efficient deal closure.
Market Research:
- Conduct industry and market research to identify trends, opportunities, and risks in the energy and infrastructure sectors.
- Stay updated with regulatory, economic, and market developments impacting the credit investment landscape.
Qualifications:
- Bachelor’s degree in Finance, Economics, Business, or a related field. Advanced degrees or certifications (CFA, MBA) are a plus.
- 3-4 years of experience in investment banking, private equity, credit analysis, or a related field.
- Strong financial modeling, analytical, and valuation skills.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
- Ability to work independently and collaboratively in a fast-paced environment.
- Strong attention to detail and organizational skills.
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Seniority level
Associate -
Employment type
Full-time -
Job function
Finance -
Industries
Venture Capital and Private Equity Principals, Financial Services, and Investment Banking
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