What are the responsibilities and job description for the Investment Associate position at Spencer Ogden?
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.
Salary : $140,000 - $175,000
