Sr Assoc/ Manager, Investments & Valuation
LVI Associates · Boston, MA · Yesterday
FinanceFull-time
About the Role
Our client, a privately held energy and infrastructure organization, is seeking an investments & valuation candidate to join its investment and transactions team. This individual will play a key role in evaluating and executing strategic investments, acquisitions, partnerships, and asset-level transactions across a growing portfolio of energy infrastructure assets. The position offers significant exposure to financial modeling, valuation, transaction execution, and investment strategy while working alongside senior leadership and cross-functional stakeholders.
Responsibilities
- Develop and maintain detailed financial models to evaluate investment and acquisition opportunities
- Perform asset, portfolio, and platform valuations utilizing a variety of financial and operational assumptions
- Analyze transaction structures, financing alternatives, capital requirements, and risk-adjusted returns
- Support acquisition, divestiture, joint venture, and strategic investment activities
- Participate in commercial, financial, legal, tax, technical, and regulatory due diligence processes
- Prepare investment memoranda, executive presentations, and materials for internal approval processes
- Conduct market research and support investment thesis development
- Assist with transaction negotiations through scenario analysis and financial evaluation
- Support post-transaction integration, reporting, and transition activities
- Collaborate closely with internal and external stakeholders throughout the transaction lifecycle
Qualifications
- Bachelor's degree in Finance, Economics, Business, Engineering, or a related field
- 3+ years of experience in corporate finance, investment banking, private equity, project finance, infrastructure investing, corporate development, or M&A
- Strong financial modeling, valuation, and analytical capabilities
- Ability to synthesize complex information and communicate recommendations effectively
- Exceptional attention to detail and strong organizational skills
- Ability to manage multiple priorities in a fast-paced environment
- Strong proficiency in Excel and PowerPoint
- Willingness to travel periodically as needed
Preferred Background
Experience in one or more of the following areas is highly valued:
- Infrastructure or energy investing
- Project finance
- Corporate development
- Investment banking
- Mergers & acquisitions
- Long-term asset valuation and investment analysis