وصف الوظيفة
Role Overview
Investment Associate (M&A) at Ali & Sons Holding LLC, Abu Dhabi, UAE. The role supports the evaluation and execution of M&A, direct investment, and strategic investment opportunities across the Group, working closely with senior management, investment partners, advisors, and external stakeholders.
Company Overview
Ali & Sons Capital Management, established in 2016, encompasses Public Equities, Private Credit, Private Equity, Venture Capital, Real Estate, and Strategic Initiatives. The firm invests across a wide range of geographical locations, asset classes, and industries, led by seasoned investment experts.
Role Purpose
To support end-to-end M&A and direct investment execution, financial analysis, due diligence coordination, and portfolio management while building relationships with investment banks, fund managers, and market participants to drive strategic investment decisions.
Key Responsibilities
Transaction Execution & Analysis
- Support the end-to-end execution of M&A, direct investment, and strategic transactions, including sourcing, screening, evaluation, and execution.
- Build and maintain financial models, including DCF, LBO, transaction IRR, valuation, and sensitivity analyses, to assess investment opportunities and risks.
- Prepare investment memoranda, valuation analyses, and transaction materials for Investment Committee and senior management.
- Support deal structuring, commercial negotiations, and transaction execution alongside internal teams and external advisors.
Due Diligence
- Conduct and coordinate financial, commercial, operational, tax, and legal due diligence.
- Conduct fund manager due diligence, including track record, strategy, portfolio construction, governance, and fund terms.
Private Markets & Fund Research
- Research and evaluate private market fund managers across Buyout, Growth, Venture, Credit, and Infrastructure strategies.
Portfolio Management & Monitoring
- Monitor existing fund and direct investments, including NAV, distributions, IRR, and overall portfolio performance.
- Maintain investment dashboards and provide insights on portfolio trends, risks, and performance.
Stakeholder Management & Market Intelligence
- Build relationships with investment banks, advisors, fund managers, co-investors, and other market participants.
- Track M&A activity, market trends, valuation benchmarks, and relevant sector developments to support investment decision-making.
- Support investment meetings, conferences, and selected industry events.
Qualifications & Experience
- Bachelor's or Master's degree in Finance or a related field.
- 5–7 years of experience in M&A, Investment Banking, Private Equity, Corporate Development, or a related investment role.
- CFA, CAIA, or other qualification is preferred.
Skills & Competencies
- Strong financial modelling, valuation, investment analysis, and due diligence skills.
- Proficiency in MS Office; experience with Capital IQ, PitchBook, Bloomberg, or similar investment platforms is an advantage.
Additional Information
- Gain exposure to M&A, direct investments, private markets, and strategic transactions across multiple sectors and asset classes.
- Work alongside senior decision-makers, leading advisors, investment managers, and industry professionals.
- Join a performance-driven environment focused on long-term value creation and disciplined investment decisions.