Investment Associate

About the Firm

Our client is a leading mid-market infrastructure investment manager focused on acquiring and developing essential infrastructure assets across North America. The firm invests across sectors including power and renewables, digital infrastructure, transportation, utilities, environmental services, and energy transition infrastructure. Through a disciplined, value-oriented investment strategy, the team partners with management teams to create long-term value while delivering attractive risk-adjusted returns for its investors.

As the firm continues to grow its investment platform, it is seeking an Investment Associate to join its investment team.

Position Overview

The Investment Associate will play an integral role throughout the investment lifecycle, supporting the sourcing, evaluation, execution, and ongoing management of infrastructure investments. This individual will work closely with senior investment professionals and portfolio company management teams while gaining significant exposure to complex transactions across multiple infrastructure sectors.

This role offers meaningful responsibility, direct interaction with senior leadership, and the opportunity to contribute across all aspects of the investment process.

Key Responsibilities

Evaluate new investment opportunities across a broad range of infrastructure sectors.

Build and maintain complex financial models, including operating models, LBO models, valuation analyses, and sensitivity scenarios.

Perform financial, commercial, operational, and market due diligence on prospective investments.

Prepare investment committee memoranda, presentations, and supporting analytical materials.

Coordinate third-party advisors, including legal, accounting, tax, environmental, technical, and commercial consultants throughout transaction processes.

Support transaction execution through negotiation, diligence, financing, and closing activities.

Monitor portfolio company performance through financial analysis, budgeting, forecasting, and strategic initiatives.

Assist with asset management projects, refinancing opportunities, add-on acquisitions, and exit analyses.

Conduct industry research and identify emerging investment themes within the infrastructure and energy transition landscape.

Participate in management meetings, site visits, lender discussions, and investment committee meetings.

Qualifications

2–4 years of relevant experience within infrastructure private equity, investment banking, project finance, corporate development, or a comparable principal investing environment.

Strong understanding of corporate finance, valuation methodologies, and transaction processes.

Advanced financial modeling and Excel capabilities.

Experience analyzing infrastructure, power, renewable energy, utilities, transportation, or digital infrastructure assets is preferred.

Excellent analytical, quantitative, and problem-solving skills.

Strong written and verbal communication abilities.

High attention to detail and the ability to manage multiple priorities in a fast-paced environment.

Demonstrated intellectual curiosity, commercial judgment, and a collaborative approach to investing.

Preferred Background

Candidates may come from backgrounds including:

Infrastructure or energy investment banking

Infrastructure private equity

Renewable energy M&A

Project finance advisory

Corporate development within infrastructure or energy companies

Infrastructure investment management