Investment Associate - Stockholm
Investment Associate - Stockholm
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Job Description
As an Investment Associate in Summa you are an active member of the investment team and work as an integral part of the team to develop and share insights on our investment opportunities. You will proactively work to identify and evaluate investment opportunities for our future growth. This role will give you the opportunity to work in a growing team to help source conduct due diligence and invest in private equity assets that aim at providing new and innovative solutions for a more futureproof world.
About Summa Equity
Founded in 2016 Summa Equity is animpact investment firm focusing on the thematic areas ofCircularity Energy Transition Sustainable Food and TechEnabled Resilience. The mission of Summa is to invest in solving global challenges.
Summa has raised c. EUR 4 billion and made over 30 platform investments across the three funds raised to date. The investments address the challenges we need to solve as a society enabling the potential for longterm sustainable outperformance.
The team is located globally with offices in Stockholm Oslo Munich London and the U.S.Partnerships are part of Summas DNA exemplified by being a certified B Corporation and collaborating with Harvard Business School and the International Foundation for Valuing Impacts (IFVI).
The role
The Investment Associate role contributes to the deal process from sourcing to closing. The role involves financial analysis of potential investments including due diligence and valuation analysis and contributing to proactive sourcing by performing diligent fundamental research on investments. The role will also drive quantitative analysis (incl. LBO modelling) to evaluate potential and current investments.
The role is a permanent position with Summa based in our Stockholm office.
Areas of responsibilities include:
- Analyzing companies markets industries and teams to make investment decisions
- Providing updates on individual investments portfolio companies and risk
- Preparing and presenting investment recommendations and reports to the investment committee
- Collaborating with the team to enhance internal reporting processes and analytics
- Monitoring and analyzing the financial performance and key metrics of existing investments
- Conducting thorough market research due diligence and financial analysis to assess future investments
- Coaching and developing junior colleagues; Investment Analysts and Investment Interns
Who are we looking for
We are looking for a candidate that has:
- 24 years experience in investment banking management consulting or similar
- Strong financial modelling skills and an understanding of the private equity field
- Experience and/or strong interest for impact related topics
- A strong academic background in business or engineering
- Excellent analytical and presentation skills
- Ability to manage work under pressure in a dynamic environment
- Fully fluent in English and while fluency in Swedish or Norwegian is not a requirement it will be beneficial
Summa offers
Working in a tightknit community with international colleagues and a sustainable mindset. We offer a unique opportunity to get insights into the private equity business and impact space. We offer competitive terms as well as a comprehensive benefits package with specific offerings in wellness personal coaching possibilities and flexible working opportunities.
We welcome your application by April 8 2025 at the latest. We will be reviewing full applications (including CV and university grade transcripts) on an ongoing basis and are unable to accept applications over email. For questions about the process or role please contactKristin Warpefelt HR Manager.
Do you want to learn more about Summa Equity Please visit our website summaequity or find us on LinkedIn.
Required Experience:
Manager
Employment Type
Full-Time
