Investment Associate

Firm Overview

Lunate is an Abu Dhabi-based, partner-led, independent global alternative investment manager with more than 200 employees and $110 billion of assets under management. Lunate invests across the entire private markets spectrum, including buyouts, growth equity, early and late-stage venture capital, private credit, real assets, and public equities and public credit. Lunate aims to be one of the world’s leading private markets solutions providers through SMAs and multi-asset class funds, seeking to generate best-in-class risk-adjusted returns for its clients.

Role Overview

As an Associate in the Real Asset Fund Investment team, you will support the execution of investment strategies across real asset funds. You will play a key role in deal evaluation, due diligence, portfolio monitoring, and market research. This is a hands-on role ideal for candidates with 3–6 years of experience in fund investing, investment banking or real assets.

Key Duties and Responsibilities

Investment Execution & Analysis

• Assist in sourcing and evaluating investment opportunities across private markets.
• Conduct financial modeling, market research, and due diligence on funds and managers
• Support the preparation of investment memos and presentations for internal committees.

Portfolio Monitoring

• Track performance of existing investments and prepare regular updates.
• Analyze fund reports, capital calls, distributions, and key performance indicators.
• Assist in identifying value creation opportunities and exit strategies.

Market Research

• Stay informed on macroeconomic trends, sector developments, and competitive dynamics.
• Contribute to thematic research and pipeline development across asset classes and geographies.

Stakeholder Support

• Collaborate with internal teams (legal, finance, operations) to support transaction execution and portfolio management.
• Help maintain strong relationships with fund managers, advisors, and other external stakeholders.

Qualifications and Experience

Experience:

• 3–6 years of relevant experience in fund investing, investment banking or real assets.
• Bachelor’s degree in Finance, Economics, Business, or a related field; CFA or progress toward it is a plus.
• Strong analytical and financial modeling skills.
• Exposure to private markets or fund investing is preferred.
• Excellent communication and presentation skills.

Skills:

• Analytical Skills: Exceptional analytical abilities, including advanced financial modeling, valuation techniques, and quantitative analysis. Ability to interpret complex financial data and market trends to make informed investment decisions.
• Communication Skills: Strong verbal and written communication skills. Ability to articulate investment strategies, present findings, and make recommendations to senior management and stakeholders clearly and persuasively.

Attributes:

• Integrity and Professionalism: High ethical standards and a commitment to professional integrity. Ability to build trust and maintain strong relationships with stakeholders.
• Adaptability: Ability to thrive in a fast-paced, dynamic environment. Flexible and adaptable to changing market conditions and investment landscapes.
• Attention to Detail: Meticulous attention to detail in all aspects of the investment process, from due diligence to portfolio management.
• Problem-Solving: Strong problem-solving skills with a proactive approach to addressing challenges and finding innovative solutions.