About the Firm
We are a leading mid-market private equity investment firm focused exclusively on the power, energy, and infrastructure sectors across North America. The firm invests in businesses and assets that provide essential infrastructure services, partnering with experienced management teams to create long-term value through operational improvement, strategic growth, and disciplined capital allocation.
Our investment strategy spans renewable energy, conventional power generation, energy transition, utilities, transmission, storage, environmental infrastructure, and other critical infrastructure sectors.
Position Overview
The Investment Associate will play an integral role throughout the investment lifecycle, supporting senior investment professionals in sourcing, evaluating, executing, and monitoring investments. This position offers significant responsibility, direct exposure to senior leadership, and the opportunity to work on complex transactions across the power and infrastructure landscape.
This is an excellent opportunity for candidates seeking a highly analytical, transaction-oriented role with meaningful responsibility and long-term growth potential.
Key Responsibilities
Evaluate investment opportunities across the power, energy, and infrastructure sectors
Build detailed financial models, including LBO, DCF, operating, and project finance models
Perform valuation analysis and sensitivity analyses
Conduct commercial, operational, financial, and market due diligence
Analyze industry trends, competitive dynamics, and regulatory developments
Prepare investment committee memoranda and presentation materials
Coordinate with management teams, lenders, advisors, consultants, and legal counsel throughout transaction execution
Assist in negotiating transaction documentation and financing arrangements
Monitor portfolio company performance through financial reporting, KPI analysis, and strategic initiatives
Support refinancing, add-on acquisitions, recapitalizations, and exit processes
Participate in business development and investment sourcing initiatives
Qualifications
2–4 years of experience in investment banking, infrastructure advisory, project finance, private equity, or infrastructure investing
Strong understanding of financial statement analysis and corporate finance
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At Spencer Ogden, we are dedicated to promoting diversity, equity and inclusion throughout our recruitment process. We encourage applicants from all backgrounds and are committed to making any necessary adjustments to ensure you can present your best self. If you require additional time for assessments, alternative application methods, or access to interview questions in advance, please let us know. We are open to any requests or suggestions and continually seek innovative ways to assess talent. As global recruitment experts in sustainability, natural resources and infrastructure we are working with our clients and candidates to create careers to power a sustainable future. Our priority is to ensure you feel supported, respected, and secure throughout your experience with us. #LifeAtSO