Investment Associate (USA)

Key Responsibilities

Financial Analysis & Industry Review

  • Lead complex analyses and financial review (e.g. operating models, financial returns, sensitivity analyses, etc.) with limited guidance and oversight, and share findings with various internal and external stakeholders.
  • Build knowledge and understanding of financial, commercial and industry dynamics pertaining to the companies and sectors allocated to the individual. Progressively increase industry expertise through multi-faceted research that utilizes a variety of sources (e.g. street analyst reports, industry publications, sector expert consultations, etc).
  • Coordinate with various internal and external teams on transaction or project work. Provide Virgin representation at meetings and lead corresponding follow up workstreams, as required.

Portfolio Value Creation

  • Portfolio Management: Fulfil investment support and/or key account manager role for assigned portfolio companies by leading associated strategic analyses and serving as a liaison between company management and Virgin. Monitor portfolio performance, anticipate challenges, and share learnings with investment team. Provide strong support for board oversight.
  • Operational Excellence: Develop a complete understanding of the operational, management, funding, business planning, etc. dynamics of allocated companies. Contribute to business plan development and budget approval, and support ongoing performance tracking.
  • Risk Management: Help analyze and manage intrinsic company risks (governance, commercial, legal, financing, etc.), as well as exogenous risks (macroeconomic, competitive landscape, etc.) in order to anticipate strategic challenges and position the company for long term profitable growth.

Investing

  • Sector Review: Drive early diligence efforts (e.g. market sizing, competitive landscape analysis, regulatory review, etc.) to assess attractiveness of potential investments in the pipeline, especially as it relates to the Group’s sponsored SPACs and venture capital portfolio.
  • Sourcing: Proactively provide sourcing recommendations on new investment opportunities based on independent, ongoing review of the Group’s target sectors.
  • Financial Diligence: Support diligence of potential investment targets’ historical financials and projections. Design and develop robust financial models to inform valuation perspectives and provide recommendations on the overall investment opportunity.
  • Business Diligence: Support fulsome diligence processes across full range of potential targets’ business areas (e.g. legal, regulatory, compliance, human resources, IT, etc.).
  • Investment Materials: Lead preparation of investment documents (e.g. briefing materials, committee memos, financial analyses, etc.) to support Group’s internal review and decision making.

Leadership and Culture

  • Support a relationship-based business with a reputation for high integrity, respect among stakeholders, modesty, excellence, efficiency, and thought leadership.
  • Contribute to a culture of operating transparency and teamwork that makes VML a desirable and rewarding place to work.

Virgin Champion

  • Consistently champion the Virgin brand values and People values, as well as the Virgin Unite and Corporate Social Responsibility initiatives.
  • Perpetuate Virgin’s vision by acting as a role model both within the Group and externally.

 

Transferable Skills

  • Judgment: Ability to view decisions objectively, carefully and accurately to weigh conflicting data points and perspectives to achieve an optimal investment outcome.
  • Financial: Raw analytical horsepower with full suite of functional, technical, financial, accounting and modelling skills.
  • Analytical skills: Creative and resourceful problem-solving skills. Ability to identify and resolve information gaps, and conduct analytical work to support sound decision making.
  • Communication skills: Excellent communication, influencing and interpersonal skills. Ability to work credibly with senior managers/ co-investors/advisors and to form strong personal relationships, both internally and externally. Fluent in English with fluency in other languages an advantage. Presents findings verbally and in writing in a logical, crisp and well thought out manner.
  • Highly motivated self-starter: Desire to “roll up his/her sleeves” to get job done. Well-organized with good project management skills and strong attention to detail. Anticipates potential future issues and determines the steps required to mitigate any challenges, while seeking help when appropriate.
  • Entrepreneurial spirit: Innovates and demonstrates an ability to think “outside the box” and generate creative approaches to develop attractive financial/ human/ brand returns.
  • Intellectually curious: Strives to understand the essence of a situation, an industry or a business problem.

 

Experience

  • Professional experience: 2-3 years of professional experience at a global investment bank or investment firm.
  • Proficient in use of Microsoft Excel and PowerPoint.
  • Experience with hands-on financial modelling and project management.
  • Teamwork: History of personal commitment to and enjoyment from participating in team-based activities. Track record of being open, collaborative, dependable, and supportive in the long-term interests of the team. Personable and works well with others.
  • International operations: Experience working with globally dispersed teams comprised of multiple cultures, languages, time-zones, and professional backgrounds.
  • Marketing: Experience with marketing and/or branding concepts an advantage.

 

Personal Attributes

Demonstrates and role models our Virgin Management family behaviours:

  • Supportive - We are a family of friendly and inclusive people who pull together and openly help each other.
  • Respectful - We are a dedicated team who are honest, trustworthy and responsible.
  • Proud - We have fun, work productively and take pride in everything we do.
  • Adventurous - We are curious to explore new ideas, find innovative solutions and not afraid to learn as we go.
  • Passionate - We are flexible, energetic and strive to exceed expectations.
  • Creative - We find smart ways to make positive changes that challenge the status quo.

Closing Date: 09 May 2021

Virgin Management embraces diversity and inclusion.  We believe diverse perspectives are vital to our purpose of Changing Business for Good and we aim to make Virgin a fair and supportive work culture for everyone.  A place where people can be their true selves, deliver their best work, and have a lot of fun at the same time. We regularly check to make sure we stay true to our word and live up to our values.

If you are interested in this role, please click 'Apply for this Job' where you can submit an online application.  It’s worth noting, if you move away from the application page you will lose any progress you’ve made with your application so far, so you do need to complete it in one sitting.

We are keen to ensure that all of our opportunities are accessible to everyone, so if you have any specific circumstances or accessibility requirements which prevent you from completing an application online, please contact us on jointhefamily@virgin.com and we’d be happy to help.

Your privacy is important to us. As part of your application, you will be required to confirm that you have read and understood our Candidate Privacy Notice and agree to us processing your personal data in accordance with this notice.

For more information about Virgin Management click here