Investment Associate – M&A and Portfolio Management

Abu Dhabi Capital Group; Al Bateen; On-site; AED 300,000 - 540,000; Full time

Job summary

Abu Dhabi Capital Group is seeking an Investment Associate – M&A and Portfolio Management to support the Portfolio Management team in optimizing performance, driving growth through M&A and greenfield initiatives, and executing value creation strategies. You will review performance, build analyses, and assist in deal structuring.

The role requires 4–6 years in investment banking or related fields, strong financial modelling skills, and the ability to collaborate with internal and external

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• Progress toward or completion of CFA/CAIA/ACCA or related postgraduate degree is advantageous.
• 4–6 years in investment banking, corporate finance, PE, or corporate M&A with valuation and modelling focus.

Responsibilities

• Monitor portfolio company performance and optimize shareholder returns.
• Support growth initiatives including M&A and greenfield projects.
• Prepare investment committee decks and portfolio oversight reports.
• Coordinate with external advisors and manage relationships with portfolio management teams.
• Identify risks and propose mitigation strategies for transactions and portfolios.
• Ensure compliance with regulatory and governance requirements during execution.

Skills

M&A transactions

Financial modelling

Valuation

Portfolio management

Stakeholder management

English communication

Arabic language

Education

Bachelor's degree in Finance

Professional qualification (CFA/CAIA/ACCA) advantageous

Job description

Job Title: Investment Associate – M&A and Portfolio Management

Department: Private Investments

Reports to: Director – Portfolio Management

Job Purpose: Reporting to the Portfolio Management Director, the Associate – M&A and Portfolio Management will support the Portfolio Management team in managing and optimizing portfolio performance, executing growth initiatives including developing greenfield projects, joint ventures and M&A transactions, and driving value creation initiatives. The role also includes performing commercial and financial review of the portfolio companies and monitoring their performance.

Core Tasks, Responsibilities and Authority:

Portfolio Management:

• Monitor and assess the performance of assigned Portfolio Companies, ensuring alignment with strategic goals, approved business plans and optimizing shareholders returns.
• Conduct detailed performance analyses, provide actionable insights, key risks and recommend strategies to improve portfolio outcomes
• Support portfolio companies in their growth initiatives (e.g., M&A or greenfield projects)
• Build deep understanding of portfolio companies and their business activities
• Review board materials and provide analysis, comments and suggestions before board meetings
• Evaluate and propose value creation strategies for portfolio companies in collaboration with operational teams.

Transaction Execution:

• Support the execution process of M&A transactions, including due diligence structuring, financial modelling, valuation and deal closure processes.
• Collaborate with internal and external stakeholders to ensure seamless transaction management from initiation to execution to closure.
• Support post-merger integration exercises of acquired companies

Reporting and Documentation:

• Prepare comprehensive investment committee decks, presentations, portfolio oversight report with key business risks, and updates for internal stakeholders and the executive team.
• Maintain accurate and detailed records of transactions, action trackers, portfolio performance, and strategic initiatives.

Stakeholder Engagement:

• Coordinate with external advisors, including investment banks, legal advisors, and consultants.
• Build and maintain strong relationships with portfolio company management teams to drive alignment on objectives.

Risk Management:

• Identify potential risks within transactions and portfolios, recommending mitigation strategies to safeguard investments.

Compliance and Governance:

• Ensure adherence to all relevant regulatory and governance requirements during transaction execution and portfolio management.
• Support internal audit exercises

Professional Profile:

Core Competencies:

• Experience in supporting M&A transactions and structuring Partnerships including JVs, with demonstrated ability to contribute to deal structuring and value creation.
• Advanced analytical and financial modelling skills, including valuation methodologies and financial statement analysis.
• Strong communication and presentation skills, with the ability to simplify complex information for diverse audiences.
• Effective project management skills, capable of supporting multiple transactions and priorities simultaneously.
• High attention to detail, with a proactive approach to identifying and identifying issues and escalating material matters appropriately.
• Ability to work in a dynamic, fast-paced environment, fostering collaboration across teams.
• Ability to take ownership of defined workstreams and operate independently with appropriate senior guidance.
• Excellent written and verbal communication skills in English, proficiency in Arabic is advantageous

Experience:

• Bachelor's degree in Finance, Economics, Business, or a related field;
• Progress toward, or completion of, a relevant professional qualification such as the CFA, CAIA, ACCA or ACA, or a relevant postgraduate degree, is advantageous.
• 4–6 years of experience in investment banking, Big 4 corporate finance, transaction services, private equity, or corporate M&A, with a focus on valuation, financial modelling and analysis.
• Further experience in private investments or sovereign wealth funds and family offices will also be considered
• Demonstrated expertise in financial modelling (3-statement models, DCF, sensitivity, etc.), supporting due diligence, valuation and returns analysis and portfolio performance analysis is mandatory.
• Exposure to sectors such as Hospitality, Healthcare, Education, Technology, Agriculture, Financial Services and Real Estate Development is advantageous.