Investment Associate

4 days ago


Stockholm, Stockholm, Sweden Summa Equity Full time

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 future-proof world.

About Summa Equity

Founded in 2016, Summa Equity is an impact investment firm focusing on the thematic areas of Circularity, Energy Transition, Sustainable Food, and Tech-Enabled 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 long-term sustainable outperformance.

The team is located globally, with offices in Stockholm, Oslo, Munich, London, and the U.S. Partnerships are part of Summa's 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 execution 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:

  • 2-4 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 tight-knit 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.

#J-18808-Ljbffr

  • Stockholm, Stockholm, Sweden Brock & Decker Full time

    Venture capital analysts play a crucial role in the investment process, evaluating high-growth companies and supporting investment decisions. Brock & Decker is seeking an Investment Associate to join its dynamic investment team.The ideal candidate will have a strong analytical background, with experience in financial modeling and company valuation. Passion...


  • Stockholm, Stockholm, Sweden Brock & Decker Full time

    Brock & Decker Investment Opportunity:We are looking for an experienced Investment Associate to join our team in Stockholm. As an Investment Associate, you will be responsible for analyzing investment opportunities, performing financial modeling, and supporting deal execution.Key Responsibilities:Conduct thorough financial analyses and valuations to identify...


  • Stockholm, Stockholm, Sweden Company name (Withheld) Full time

    Nordic Infrastructure Investment Associates - StockholmAbout the Company - Our client is a leading Nordic investor that is looking to expand its Infrastructure team based in Stockholm. They have a broad appetite of sectors (with sustainability at their heart) and take both minority and majority positions. They successfully raised a dedicated Infra fund...


  • Stockholm, Stockholm, Sweden TN Sweden Full time

    The Green Recruitment Company are delighted to have partnered with a leading Renewable Energy business.The business seeks an Investment Associate to join their dynamic and innovative team in Stockholm, Sweden.The Responsibilities:Conduct financial analysis of potential investments, including due diligence and valuation analysisAssist with the deal execution...


  • Stockholm, Stockholm, Sweden Brock & Decker Full time

    Stockholm Investment Team:Brock & Decker is seeking an experienced Investment Associate to join their Stockholm-based team. This role offers the opportunity to analyze and execute investments in high-quality businesses.Responsibilities:Analyze investment opportunities using financial models and valuations.Collaborate with the management team to drive value...


  • Stockholm, Stockholm, Sweden Brock & Decker Full time

    Direct message the job poster from Brock & DeckerOur Client, a leading lending firm with a strong presence in the European market, specializes in leveraged finance solutions for mid-market and large-cap clients. Their focus is on providing innovative financing solutions to support private equity-backed transactions, acquisitions, and growth capital...


  • Stockholm, Stockholm, Sweden Moonwalk Recruitment Solutions Full time

    Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Moonwalk Recruitment SolutionsSenior Consultant at Moonwalk Recruitment SolutionsAbout the Opportunity:On behalf of our client, a forward-thinking and established Investment Bank, we are seeking a skilled and motivated Investment Banking Associate to join their...


  • Stockholm, Stockholm, Sweden Brock & Decker Full time

    Brock & Decker is seeking a seasoned Investment Associate to support their venture capital efforts. The ideal candidate will have expertise in financial modeling, valuation analysis, and due diligence.ResponsibilitiesExecute investment transactions from start to finish, ensuring alignment with our client's goals.Analyze and assess potential investment...


  • Stockholm, Stockholm, Sweden Company name (Withheld) Full time

    About the CompanyOur client is a leading investor in the Nordic region, with a focus on infrastructure and renewable energy investments. They have a strong track record of success and are committed to sustainability.The company is seeking an experienced Associate to join their team, who will play a key role in identifying and evaluating potential investment...


  • Stockholm, Stockholm, Sweden Brock & Decker Full time

    Our Client, a Stockholm-based investment firm with a focus on creating sustainable growth and long-term value. Firm is driven by entrepreneurial spirit, deep industry expertise, and a commitment to excellence. They invest across a broad spectrum of asset classes, including private equity, private credit, and other alternative investments, with a hands-on...

  • Investment Analyst

    1 week ago


    Stockholm, Stockholm, Sweden PeakSeek Full time

    Investment Analyst / Junior AssociateOur client is a leading venture capital firm investing in early-stage technology and consumer start-ups across Europe. They are passionate about supporting visionary entrepreneurs and innovative business models.Our client is looking for a highly motivated Investment Analyst / Junior Investment Associate to source,...

  • Investment Manager

    1 week ago


    Stockholm, Stockholm, Sweden Moonwalk Recruitment Solutions Full time

    We are working with a leading Investment firm based in Stockholm that focuses on transformative innovations in the Tech and sustainability space.We are seeking an Investment Associate to join their dynamic investment team in Stockholm.Responsibilities:Conduct in-depth financial analysis, market research, and valuations of potential investments in the Tech...

  • Investment Manager

    14 hours ago


    Stockholm, Stockholm, Sweden Brock & Decker Full time

    Our client, a dynamic and leading direct lender based in Stockholm, is seeking a highly motivated Investment Associate to join their growing team. This is an exciting opportunity to work in an entrepreneurial environment with a strong investment mandate, focusing on high-quality opportunities across various sectors.Key ResponsibilitiesPerform financial...

  • Investment Manager

    1 week ago


    Stockholm, Stockholm, Sweden Brock & Decker Full time

    Direct message the job poster from Brock & DeckerOur client, a dynamic and leading direct lender based in Stockholm, is seeking a highly motivated Investment Associate to join their growing team. This is an exciting opportunity to work in an entrepreneurial environment with a strong investment mandate, focusing on high-quality opportunities across various...


  • Stockholm, Stockholm, Sweden Company name (Withheld) Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented Associate to join our Nordic Infrastructure Investment Team. As an Associate, you will play a key role in identifying and analyzing investment opportunities across various sectors.


  • Stockholm, Stockholm, Sweden Summa Equity Full time

    Our Mission">At Summa Equity, our mission is to invest in solving global challenges by providing new and innovative solutions for a more future-proof world. We focus on thematic areas such as Circularity, Energy Transition, Sustainable Food, and Tech-Enabled Resilience.We believe in the importance of partnerships and collaborate with organizations such as...

  • Investment Manager

    1 week ago


    Stockholm, Stockholm, Sweden Brock & Decker Full time

    Our client, a dynamic and leading direct lender based in Stockholm, is seeking a highly motivated Investment Associate to join their growing team. This is an exciting opportunity to work in an entrepreneurial environment with a strong investment mandate, focusing on high-quality opportunities across various sectors.Key ResponsibilitiesPerform financial...


  • Stockholm, Stockholm, Sweden ACL Partners Full time

    Investment Associate – Infrastructure | Private Equity | StockholmOur client, a well-established private equity fund, is looking for an Investment Associate to join their dynamic Infrastructure team in Stockholm. This is a fantastic opportunity to be part of a high-caliber team, driving strategic investments in critical infrastructure assets across...


  • Stockholm, Stockholm, Sweden Brock & Decker Full time

    Investment Opportunity:Brock & Decker seeks a highly motivated Investment Associate to join their growing team in Stockholm. This role involves analyzing investment opportunities, performing financial modeling, and supporting deal execution.Key Responsibilities:Conduct thorough financial analyses and valuations to identify attractive investment...


  • Stockholm, Stockholm, Sweden node Full time

    Join Our TeamWe're a dynamic and entrepreneurial team that's passionate about investing in early-stage startups. We're looking for an experienced analyst to join our team and help us identify and evaluate investment opportunities. As an investment analyst, you'll play a critical role in our investment process. You'll be responsible for scouting emerging...