Investment Associate (M&A)

Ali & Sons Holding LLC; Abu Dhabi; On-site; AED 441,000 - 698,000; Full time

Job summary

Ali & Sons Capital Management in the UAE is seeking an analytical Investment Associate (M&A) to support evaluation and execution of M&A, direct investments, and strategic opportunities across the Group.

The role collaborates with senior management, investment partners, and external stakeholders across transaction execution and portfolio management. CFA/CAIA preferred with 5–7 years of related experience.

Qualifications

• Bachelor’s or Master’s degree in Finance or related field.
• 5–7 years of experience in M&A, IB, private equity, or related role.
• CFA, CAIA, or similar qualification preferred.
• Strong financial modelling, valuation, and due diligence skills.

Responsibilities

• Support end-to-end execution of M&A, direct investment, and strategic transactions, including sourcing, screening, evaluation, and execution.
• Build and maintain financial models (DCF, LBO, transaction IRR) for investment opportunities.
• Conduct and coordinate financial, commercial, operational, tax, and legal due diligence.
• Prepare investment memoranda, valuation analyses, and materials for Investment Committee and senior management.
• Support deal structuring, commercial negotiations, and transaction execution with internal teams and external advisors.
• Research and evaluate private market fund managers across Buyout, Growth, Venture, Credit, and Infrastructure strategies.
• Monitor NAV, distributions, IRR, and portfolio performance; maintain dashboards and insights.

Skills

Financial modeling

DCF/LBO

Due diligence

Investment analysis

M&A

Education

Bachelor's or Master's in Finance

CFA/CAIA preferred

Tools

Capital IQ

PitchBook

Bloomberg

Job description

Shape Strategic Investments. Drive Growth. Create Long-Term Value.

Ali & Sons Capital Management is looking for a highly analytical and commercially minded Investment Associate (M&A) to support the evaluation and execution of M&A, direct investment, and strategic investment opportunities across the Group.

The role will work closely with senior management, investment partners, advisors, and external stakeholders across transaction execution, private market investments, and portfolio management.

Key Responsibilities

• 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.
• Conduct and coordinate financial, commercial, operational, tax, and legal due diligence.
• 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.
• Research and evaluate private market fund managers across Buyout, Growth, Venture, Credit, and Infrastructure strategies.
• Conduct fund manager due diligence, including track record, strategy, portfolio construction, governance, and fund terms.
• 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.
• 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.
• 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.

Why Join Us?

• Be part of Ali & Sons Capital Management and contribute to strategic investment decisions across a diversified UAE-based Group.
• Gain exposure to M&A, direct investments, private markets, and strategic transactions.
• Work alongside senior decision-makers, leading advisors, investment managers, and industry professionals.
• Opportunity to develop broad investment expertise across multiple sectors and asset classes.
• Join a performance-driven environment focused on long-term value creation and disciplined investment decisions.