Investment Associate - Energy Transition, Private Equity

About the Role and Company

Our client is a specialist infrastructure investment manager focusing on the energy transition sector. This includes investments spanning renewable energy, storage solutions, grid infrastructure, digital assets, and decarbonisation initiatives. The Brisbane-based team handles a broad spectrum of investment and development activities, providing members with firsthand experience in live transactions, commercial structuring, project development, portfolio oversight, and participation in Investment Committee decision-making. The team consists of senior leaders, mid-level experienced professionals, and entry-level investment staff, fostering opportunities for mentorship and career growth. It also operates within a global platform led by senior global leadership located in Brisbane.

Available Positions

As the Brisbane team expands, two complementary roles are open:

• Investment Associate: A versatile investment role involving financial modelling, valuation, due diligence, and transaction management across acquisitions, developments, financings, and portfolio assets throughout all phases from origination to exit.
• Financial Modelling Associate/Senior Associate: A specialist role responsible for the firm's fund models across all funds, ensuring their accuracy, robustness, governance, and utility in decision-making, while providing support on transaction models and Investment Committee material preparation.

Key Responsibilities

Investment Associate duties:

• Develop, review, and maintain financial models relating to acquisitions, development projects, financings, and existing portfolio assets.
• Perform valuation assessments, returns analysis, sensitivity testing, and scenario evaluations.
• Analyze market conditions, commercial structures, counterparties, regulatory environments, technologies, and project risks.
• Support due diligence processes, oversee transaction execution, prepare bids, and conduct data room reviews.
• Prepare and contribute to Investment Committee and Board presentations.
• Assist with portfolio monitoring, investor reporting, and value creation analysis.

Financial Modelling Associate/Senior Associate duties:

• Take ownership and upkeep of fund models across all funds, enhancing their structure and reliability.
• Conduct fund-level analysis including scenario modelling, sensitivity analysis, and returns calculations.
• Facilitate portfolio valuation, capital allocation review, investor reporting, and support fundraising documentation.
• Analyze fund cashflows, liquidity status, capital commitments, distributions, and investor return metrics.
• Translate complex model outputs into clear, actionable insights for senior decision-makers.
• Occasionally assist the investment team with transaction modelling and Investment Committee materials.

Candidate Profile and Requirements

• Proven experience in infrastructure, energy, renewables, investment banking, project finance, corporate or fund finance, private equity, transaction advisory, consulting, or similar analytical fields.
• Proficient to advanced skills in Excel modelling.
• Strong grasp of valuation methodologies, returns assessment, and commercial drivers.
• Keen analytical capabilities with high attention to detail.
• Effective written communication skills, able to convert analytical results into clear, structured recommendations.
• Collaborative approach with professional judgement and integrity.
• Direct experience with renewable energy, battery storage, power markets, grid infrastructure, energy retail, data centers, or industrial decarbonisation sectors.

Additional qualifications for the Financial Modelling Associate role:

• Advanced Excel expertise with complex, multi-scenario fund models.
• A keen eye for identifying modelling errors, challenging assumptions, and enhancing model design.
• Commercial acumen to comprehend model implications beyond technical mechanics.
• Exposure to fund, portfolio, valuation, M&A, project finance, or capital raising models.

Why Join?

Both roles provide substantial exposure throughout the entire investment process: from deal origination and analysis, through due diligence and execution, to portfolio management and exit. You’ll collaborate closely with seasoned professionals from investment, development, technical, legal, finance, and fundraising teams, including global leadership based in Brisbane.

Additional Information

• Location: Brisbane, Queensland, Australia.
• Employment Type: Full-time, onsite.
• Candidates are not required to currently reside in Brisbane but must be willing to relocate if selected; relocation support may be available for exceptional candidates.