Investment Associate at Spencer Ogden in Miami, Florida

Posted in Other 4 days ago.

Type: full-time





Job Description:

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.

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