Investment Associate - Deal Sourcing CFA Lv2

Investment Associate

Location: Remote, Philippines
Client location: Abu Dhabi, United Arab Emirates
Engagement: Independent contractor through OutsourcedIn
Hours: Full time, 10 am to 6 pm UAE time (2 pm to 10 pm Philippine time)
Experience: 2 to 5 years in investment management, private markets, investment banking or corporate finance
Qualification: CFA Level II candidate or recently qualified

Every investment decision at this firm rests on a paper someone prepared carefully: a model that has been stress tested, diligence that states what could not be verified, and a closing file with every executed document in place. If you enjoy taking a deal from first screen through to a clean closing record, this role will feel familiar.

OutsourcedIn is recruiting an Investment Associate to support a lean, regulated investment firm in Abu Dhabi. You will work closely with the firm's Chief Operating Officer, Chief Executive Officer and Chief Financial Officer across deal execution, analysis, investor reporting and the operational work that keeps every investment vehicle properly recorded.

About Our Client

Our client is a regulated investment firm based in Abu Dhabi. It specialises in late stage technology companies, including businesses preparing for a public listing, across artificial intelligence, compute infrastructure, space, deeptech and fintech. Investors gain access to these companies through special purpose vehicles (SPVs) built to institutional standards.

The firm serves sovereign wealth funds, financial institutions, family offices and professional investors. It is now upgrading its licence to launch a series of pooled funds across private equity, venture capital and real estate.

The team is deliberately small and does institutional grade work. People here own an area from start to finish, document what they build so someone else can run it, and say plainly when something cannot be evidenced. Everyone works across more than their own discipline, and the structure is designed to make that collaboration work.

The Role

This role provides the analytical, transactional and communications support behind a lean investment team. You will support the origination, evaluation, execution and monitoring of investments across the firm, its funds and its SPVs, from first screen through SPV establishment and completion, then into ongoing portfolio and investor reporting.

You will report to the Chief Operating Officer, with a dotted line to the Chief Executive Officer. You will have no direct reports, but you will check the work of analysts before it moves on and explain your corrections rather than simply making them.

This is a hands on role. You will run workstreams and prepare recommendations. Investment decisions, fund releases, valuations and public statements are approved by others, as set out below.

What You Will Do

Deal execution

• Run live transactions under the COO's direction, managing timetables, data rooms, counterparties and external advisers through diligence, documentation and completion.
• Choose the approach to each workstream within the timetable and scope the COO has set, and explain your choice.
• Escalate any departure from approved terms before it is agreed.

Analysis and modelling

• Build financial models, valuations and sensitivities to support investment decisions.
• Carry out commercial, market and counterparty due diligence.
• State clearly in every recommendation what could not be verified, so no decision rests on an unstated gap.

Investment Committee and board materials

• Prepare investment memoranda, Investment Committee papers and post completion reviews to a board and investor ready standard.
• Present each recommendation with a set of options, never a single option.
• Circulate papers by the deadline set in the Committee's terms of reference.

SPV establishment and records

• Work with the COO to establish SPVs with outsourced service providers, legal counsel and the fund administrator, covering constitutional documents, bank accounts, registers and closing mechanics.
• Take a documented handover of the SPV administration currently held elsewhere in the firm.
• Keep a complete record for every vehicle, including formation documents, subscription and transfer instruments, resolutions, banking mandates and closing evidence, and report what is missing without waiting to be asked.

Portfolio monitoring and pipeline

• Monitor portfolio performance and capture each company's material events in the period they occur.
• Supply fundamental data and analysis to support the CFO's quarterly valuation process under IPEV methodology.
• Support origination by tracking funding rounds, monitoring secondary and broker flow, and maintaining the target pipeline and investment schedules.
• Flag emerging themes to the CEO and COO.

Investor relations and investment operations

• Produce quarterly reports, presentations, due diligence questionnaire (DDQ) responses and data room content for professional investors.
• Support investor onboarding and know your customer (KYC) checks, and administer capital calls and distributions.
• Act as day to day contact for the outsourced fund administrator, reconciling its records to the firm's each month and clearing differences.
• Keep deal records complete and audit ready.

Process and firm support

• Contribute to the firm's operations manual and SOPs covering fund operations, the SPV lifecycle, and investor onboarding and reporting.
• Manage the firm's website, LinkedIn and other channels, and contribute to announcements and thought leadership content. All public communications go through the firm's approval process before release.
• Support the general running of a small authorised firm, including record keeping and management information inputs.

How Decisions Work in This Role

The firm sets out clearly what this position can and cannot decide.

• You decide: the approach to a workstream on a live transaction, within the COO's timetable and scope. You can also raise a concern about any figure, record or control directly with any executive.
• You recommend: investments, always with a set of options. An executive sponsors the paper and the Investment Committee decides.
• You prepare: transaction steps, SPV establishment, instructions to the fund administrator, valuation data, and investor or public communications. The COO, CFO or owning office approves each one.
• You escalate: commitments to an investment, release of funds from a vehicle, and signing documents on the firm's behalf. Only the Investment Committee, the CFO and authorised signatories act on these.

You will not act on a verbal instruction to release funds, or on one that arrives outside the firm's process. A decision recorded in the Investment Committee minute is the only authority for execution.

The Successful Applicant

You have investment experience with direct exposure to deal execution and modelling, and you want to take that experience to the next stage. You know your own discipline in depth and understand enough of the neighbouring ones to see when a handover is likely to fail. You can explain your work to someone outside finance and handle counterparties and service providers on routine matters.

Essential skills and experience

• CFA Level III candidate or recently qualified.
• A strong degree in finance, economics or a related discipline.
• Around 2 to 5 years in investment management, private markets, investment banking or corporate finance.
• Direct experience executing transactions and building financial models.
• Ability to prepare papers and reports to a board and investor ready standard.
• The habit of noticing when a control is not working in practice and raising it, even when that is inconvenient.
• Willingness to get involved in every part of the role, from analysis to record keeping.

Experience we would value

• Familiarity with fund and SPV structures.

What Good Performance Looks Like

• Every Investment Committee paper meets the Committee's standard and is circulated on time, with none tabled late.
• Every closed transaction has a complete closing record on file within ten business days of close.
• Every managed vehicle has its constitutional and transactional documents filed and retrievable, with no executed document missing.
• The fund administrator's records are reconciled to the firm's each month, with differences cleared.
• Every recommendation states what could not be verified.
• Each portfolio company's material events are captured in the quarter they occur.

How You Will Work

You will work from objectives rather than step by step instructions, and your output will be reviewed on substance rather than line by line. You will document what you build so others can run it, keep records complete as you go, and raise gaps early. Deal, Investment Committee and investor material is highly confidential, and remote working does not relax that standard.

Working Arrangements

This is a full time remote engagement from the Philippines. Your hours are 10 am to 6 pm UAE time, which is 2 pm to 10 pm Philippine time. The UAE does not observe daylight saving, so these hours stay the same all year.

Why This Opportunity Is Worth Considering

This role gives you a full view of how a regulated investment firm works, from origination and Committee papers to SPV closings, administrator reconciliations and investor reporting. You will work directly with senior executives, own your workstreams, and help build the processes the firm will rely on as it launches pooled funds.

How to Apply

Apply through the OutsourcedIn careers page at with your CV. Please include a short example of a transaction or investment paper you personally worked on, explaining the situation, your contribution, the actions you took and the result. Anonymised examples are welcome. Please do not share confidential information from previous employers.

Originally posted on Himalayas