Investment Associate

Spencer Ogden is working with a Miami-based investment firm founded by several industry veterans focused on the energy & utilities, transportation, and digital sectors.

Key Responsibilities:

• Conduct detailed financial analysis and modeling to support investment decision-making, including cash flow projections, IRR, DCF, and sensitivity analysis.
• Perform market research and due diligence on potential investments in the energy and infrastructure sectors.
• Assist in the preparation of investment memos, presentations, and reports for internal stakeholders and external investors.
• Support senior investment professionals in sourcing, negotiating, and closing new investment opportunities.
• Collaborate with legal, technical, and operational teams to evaluate potential risks and opportunities in projects.
• Monitor portfolio companies and investment performance, providing regular updates and recommendations.
• Build and maintain relationships with external stakeholders, including industry experts, financial institutions, and advisors.

Qualifications:

• Bachelor’s degree in Finance, Economics, Engineering, or a related field. MBA or CFA designation a plus.
• 2 years of relevant experience in investment banking, private equity, project finance, or energy/infrastructure investment.
• Strong understanding of financial modeling and valuation techniques.
• Familiarity with energy and infrastructure sectors, including renewable energy, utilities, and transportation.