Investment Associate

Norfin (SGOIC e Serviços); Lisboa; Presencial; EUR 48 000 - 72 000; Tempo integral

Resumo da oferta

Arrow Global Portugal is seeking an Associate in the Investment & Origination team to support sourcing, evaluating and executing real estate and credit opportunities in Lisbon. You will build complex financial models, coordinate due diligence, and prepare investment materials for decisions and external stakeholders.

The role provides exposure to diverse transactions and requires collaboration with internal teams, investors, lenders and external advisors.

Qualificações

• Undergraduate and/or Master’s degree in Finance, Management, Economics, Engineering or Mathematics or related discipline.
• 3+ years of experience in real estate investment, investment banking, private equity, M&A, transaction advisory or corporate finance.
• Strong understanding of corporate finance, valuation methodologies and investment analysis.
• Advanced financial modelling skills with the ability to build and review integrated financial models.
• Fluency in English (C1 or above) and Portuguese.

Responsabilidades

• Source, evaluate, analyse and pitch new investment opportunities.
• Develop and maintain complex financial models and business plans.
• Support the execution and structuring of acquisitions, disposals, financings and other strategic transactions.
• Prepare investment memoranda, presentations and materials for internal decision-making and external stakeholders.
• Coordinate commercial, financial, legal and technical due diligence processes.
• Perform market research, analysis and investment underwriting.
• Monitor existing investments and support strategic portfolio initiatives.
• Liaise with investors, lenders, advisors, brokers and other counterparties throughout transaction processes.
• Direct report to managers in deal execution and financial structuring.
• Mentor and coordinate Analysts assigned to transaction teams.

Conhecimentos

Investment experience

Financial analysis

Financial modelling

Excel & PowerPoint

English & Portuguese

Formação académica

Undergraduate/Master’s in Finance or related field

Ferramentas

Microsoft Excel

PowerPoint

Descrição da oferta de emprego

Founded in 2005, Arrow Global is a vertically integrated alternative investment fund manager specializing in Credit and Real Estate. In Portugal, through Arrow Global PT, the Group invests in Real Estate and Credit, holding direct and indirect interests in several platforms, including Norfin, From:, Restart, Whitestar, Details – Hospitality, Sports & Leisure, and Nexor.

Norfin is a leading real estate investment manager with over €2.3 billion in assets under management, offering a broad range of investment profiles and strategies across all real estate sectors and related industries, serving a diverse base of institutional investors. Since 2018, Norfin has been part of Arrow Global Portugal, a vertically integrated alternative investment fund manager specializing in credit and real estate.

The Investment & Origination team is responsible for originating, evaluating, structuring and executing investment opportunities across real estate and related investment strategies. The team works throughout the entire investment lifecycle, from opportunity sourcing and underwriting to transaction execution, financing, investor presentations and closing.

The Associate will play a key role in supporting investment execution by performing financial and commercial analysis, developing financial models, coordinating due diligence processes and preparing investment recommendations. The role provides exposure to complex transactions and requires close collaboration with internal teams, investors, lenders and external advisors.

The responsibilities may include:

• Source, evaluate, analyse and pitch new investment opportunities;
• Develop and maintain complex financial models and business plans;
• Support the execution and structuring of acquisitions, disposals, financings and other strategic transactions;
• Prepare investment memoranda, presentations and materials for internal decision-making and external stakeholders;
• Coordinate commercial, financial, legal and technical due diligence processes;
• Perform market research, analysis and investment underwriting;
• Monitor existing investments and support strategic portfolio initiatives;
• Liaise with investors, lenders, advisors, brokers and other counterparties throughout transaction processes;
• Direct report to managers in deal execution and financial structuring;
• Mentor and coordinate Analysts assigned to transaction teams.

Hard Skills:

• Undergraduate and/or Master’s degree in Finance, Management, Economics, Engineering or Mathematics or related discipline
• 3+ years of experience in real estate investment, investment banking, private equity, M&A, transaction advisory or corporate finance
• Strong understanding of corporate finance, valuation methodologies and investment analysis
• Advanced financial modelling skills with the ability to build and review integrated financial models
• Strong analytical and problem-solving capabilities
• Advanced skills in Microsoft Excel and PowerPoint
• Fluency in English (C1 or above) and Portuguese

Schedule and Location:

Full-Time/Lisboa

Benefits of Joining Arrow Global Portugal:

At Arrow Global Portugal, we foster a culture that values talent, work-life balance, and continuous development. This commitment is reflected in a range of benefits designed to support and care for our people.

We offer a flexible, trust-based working environment that promotes autonomy, well-being, and a healthy work-life balance, providing the conditions for employees to manage their time more effectively.

We are committed to continuous development by providing learning and growth opportunities aligned with individual career goals, as well as clear prospects for progression within a dynamic environment and through challenging projects. All of this is underpinned by strong values and a positive impact on both our people and the wider community.