Associate (Private Equity / Investment Banking)
5th Wall Consulting
Management & Business Development
Skills Required
Analytical Excellence: Strong financial modeling corporate finance and valuation skills Communication & Storytelling: Ability to translate complex ideas into clear compelling messages Entrepreneurial Drive: Thrives in lean fast-paced high-intensity environments Ownership & Initiative: Skilled at managing multiple workstreams independently Professional Integrity: Upholds the highest standards of ethics professionalism and excellence.Job Summary
We seek an Associate to support partners across advisory and asset management initiatives. This fully remote role involves financial modeling, investor engagement, deal execution, and firm-building. Ideal for a top performer with strong technical, analytical, and strategic finance experience.
- Minimum Qualification : Degree
- Experience Level : Mid level
- Experience Length : 3 years
- Working Hours : Full Time
Job Description/Requirements
Responsibilities:
- Build, refine, and maintain complex financial models to support investment analysis, valuations, and transaction execution.
- Prepare high-quality client presentations, investment memoranda, and fundraising materials.
- Support origination efforts by sourcing and evaluating potential opportunities across industries and geographies.
- Conduct detailed market and company research to inform firm strategy and investor targeting.
- Drive the firm’s investor outreach process, including pipeline development, targeting, and follow up tracking.
- Manage transaction execution workstreams alongside partners, including due diligence coordination, process management, and structuring support.
- Contribute to internal firm-building, including operations, reporting, and strategic initiatives. Provide general analytical, strategic, and administrative support directly to the partners.
Requirements:
- Bachelor’s degree from a top-tier university with a strong academic record in Finance, Economics or Business Administration.
- Advanced degree (MSc, MBA – Finance/Strategy/General Management, master’s in finance, Economics, or Financial Engineering) is an added advantage.
- Professional Certification: Chartered Financial Analyst (CFA).
- 3-5 years’ proven experience in finance roles with strong financial modeling, presentation, and deal execution skills.
- Background in investment banking and private equity.
- Remote work experience
Key Competencies:
- Analytical Excellence: Strong financial modeling, corporate finance, and valuation skills.
- Communication & Storytelling: Ability to translate complex ideas into clear, compelling messages.
- Entrepreneurial Drive: Thrives in lean, fast-paced, high-intensity environments.
- Ownership & Initiative: Skilled at managing multiple workstreams independently.
- Professional Integrity: Upholds the highest standards of ethics, professionalism, and excellence.
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