Timberland Investment Associate - Austin, USA / London, UK - Full Time Permanent
| Role | Investment Associate | Department | Timberland |
| Reporting to | Partner overseeing Transactions and Portfolio Management | Location | Austin or London |
| Role type | Full time / permanent | Availability | Immediate |
About Stafford
Stafford Capital Partners is a global investment and advisory group with over USD 8.4 billion under management and advice. With offices in 7 different locations and a team of approximately 90 professionals, the firm serves 150+ institutional investors across the globe spanning Europe, the Americas, Asia and Australia.
For almost 25 years, we have been leveraging our technical expertise in alternative investments, unlocking complex opportunities for our clients. Stafford works with a wide range of institutions to deliver returns through active investing across Timberland, Infrastructure and Private Equity. We work diligently to ensure our investments align with our ethos of investing to make a difference for clients, people and society, and we access these opportunities through a sustainable blend of primary, secondary and coinvestments.
As an equal opportunity employer, we support sustainability, diversity and growth opportunities for our people.
The role
The Investment Associate will support transaction sourcing, due diligence, portfolio management, and investment reporting and offers a unique opportunity to join one of the few multi-manager roles in the timberland industry.
Primary Responsibilities
Support transaction sourcing, with a focus on secondary transactions through maintaining databases, building and maintaining broker and manager relationships, and monitoring trends in the timberland space.
Lead key elements of the transaction due diligence process by conducting financial analysis, investment modeling, and preparing materials for Stafford Timberland’s Investment Committee.
Assist in mobilizing third-party advisors in legal and tax diligence and develop sufficient knowledge and expertise on these matters to interpret and condense commercially relevant findings into due diligence documents.
Independently support senior staff on transaction execution, including NDA review, data room access, valuation analysis, and market commentary.
Support Portfolio Management through reviewing periodic investment results and commentary, and producing internal and external reports.
Other Responsibilities
Engage in sector research, analysis, and due diligence.
Participate in manager meetings and coverage processes, including monitoring investment activity, trends, and performance.
Our Requirements
Our ideal candidate would have the following:
A bachelor’s degree in accounting, Finance, Economics, or other related discipline (advanced degree or professional certification viewed as a strong positive).
Relevant work experience in investment banking, corporate finance, asset management, Big 4 accounting, or consulting setting (familiarity with secondary market transactions and timberland investments viewed as a strong positive but not compulsory).
Strong oral and written skills and business acumen.
Highly organized, exceptional attention to detail, and solutions oriented.
Ability to execute with a moderate-to-high level of autonomy.
Advanced knowledge of Microsoft Excel and PowerPoint.
Strong understanding of accounting concepts and financial analysis.
Strong financial modelling capabilities with limited need for oversight.
Strong knowledge of ESG principles and an interest in impact investing.
Key Competencies
Teamwork and Collaboration; works with others to achieve goals and able to build strong relationships with colleagues at all levels and external advisors.
Continuous Learning; has a drive to learn and challenge the status quo and is open to being challenged.
Communication; confident in communicating with internal and external stakeholders, able to articulate complex concepts to wide ranging audience.
Stakeholder Management; Ability to effectively manage expectations of stakeholders.
Business & Commercial Acumen; demonstrates sound judgement in decision making, striving for win-win outcomes
What you can expect at Stafford
Opportunity to work for a fast-growing international business.
A culture of hard work, enterprise and with a flat organisation structure.
Participating in Stafford’s PDP (Professional Development Plan) – tailored to maximise your potential and get the most out of your career.
Access to learning and development opportunities.
Income protection insurance.
Private medical coverage.
Life assurance.