Investment & Strategy Associate (Lisbon)

Dedale Intelligence
Lisbon, Portugal
On-site

Who this role is best for

Geared toward mid-level professionals with Tier 1 academic backgrounds and experience in tech investment research, comfortable with collaborative due diligence and strategic analysis.

Best fit for

  • Mid-level professionals with Tier 1 engineering/business school degrees and 3-4 years in tech/finance due diligence
    — “Tier 1 engineering/business school young graduate, specializing in Business/Finance/Corporate business/Corporate finance/Engineering/Strategy”
  • Candidates with prior experience in management consulting or startup ecosystems
    — “experienced ex-Tier 1 management consultants contributing to the research”
  • Individuals skilled in synthesizing qualitative insights with quantitative modeling
    — “Leverage both quantitative modelling and qualitative insights generation through expert interviews”

Things to consider

  • Location-specific commitment required — position is based in Lisbon, Portugal
    — “This position is based in Lisbon, Portugal.”
  • Long-term cultural alignment is prioritized over temporary hiring needs
    — “we are not hiring to fill a quota, but to find the right long-term fit”

How to stand out

  • Highlight Excel proficiency and specific examples of financial modeling in tech contexts
    — “excellent analysis skills and excellent Excel skill”
  • Emphasize experience leading expert interviews in English for investment-related projects
    — “Leading interviews in English with professional experts”
  • Showcase strategic screening projects or process improvement contributions in prior roles
    — “Support on process improvement and new companies screening”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · CompanyLevel · Mid

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • high quality deliverables
  • successful investments
Typical background
financeinvestment bankingcorporate finance

Skills & requirements

Required

Financial AnalysisDue DiligenceInvestment ResearchStrategic Planning

Preferred

Technology ResearchMarket Analysis

Stack & domain

ExcelFinancial AnalysisDue DiligenceCommunicationTeamworkLeadershipFinanceTechnology

About the role

Original posting from Dedale Intelligence via Ashby

❗NOTE: This is an new Opportunity — We're Building Our Lisbon Team 🌍

As Dedale expands to Lisbon, we are actively looking for exceptional talent to join us at the ground floor of this exciting new chapter. This position remains open year-round — we are not hiring to fill a quota, but to find the right long-term fit for both the role and our culture in Portugal.

If you see this posting, it means we are actively reviewing applications and building something great in Lisbon. We'd love to hear from you! 🚀

ABOUT DEDALE:

Dedale is the differentiating source of strategic intelligence in the technology space.

With a unique team of over 100 full-time research analysts & planners, Dedale leverages a network of over 10 000 market professionals to deliver on the ground strategic intelligence to investors and corporates, with a core focus around North America and Europe.

Our team gathers top talents with diverse and international backgrounds. Our Research & Investment team has the strongest expertise in the ecosystem on B2B Software due diligence, and we are surrounded by a network of mentors including high-profile tech founders and investors.

OUR CULTURE:

Dedale gathers a group of highly talented international individuals (incl. US, Chinese, Filipino, French, Moroccan, Latvian, Lebanese nationalities among others).

The leadership team is composed of experienced investment professionals & management consultants (ex-McKinsey, BCG Project Leaders & managers).

Our advisory board is extremely high profile, including some of the most successful investors worldwide (incl. Managing Partners of the largest PE and Growth Equity funds, and Tech unicorn entrepreneurs).

We seek to develop a dream team of outstanding investment analysts with strong academic and professional achievements and a passion for investing and technology.

YOUR ROLE:

  • Conduct deep fundamental research on software & technology companies
  • Perform strategic due diligence and financial analysis on publicly listed and privately owned software & technology companies
  • Leverage both quantitative modelling and qualitative insights generation through expert interviews
  • Collaborate with a strong team of peers and experienced ex-Tier 1 management consultants contributing to the research
  • Deliver high quality and valuable deliverables that will support decision making on multi-million investments
  • Communicate your research findings internally and externally
  • Naturally grow in the team to take on more and more responsibilities and develop yourself as a strong professional
  • Daily monitoring of the already identified companies
  • Preparation of financial research and analysis, strategic screening and communication materials for our members
  • Leading interviews in English with professional experts
  • Support on process improvement and new companies screening

YOUR PROFILE:

Across the firm, we attract motivated, intellectually curious, and analytically rigorous young professionals who are passionate about learning and creating impact. The ideal candidate will possess the following traits:

  • You are Tier 1 engineering/business school young graduate, specializing in Business/Finance/Corporate business/Corporate finance/Engineering/Strategy
  • You have 3-4 years of relevant experience in strategy, finance, and business (with several internships in finance/tech/startup or corporate company)
  • You have excellent analysis skills and excellent Excel skill
  • You have a strong strategic thinking mind - you know how to look for key inputs and do smart correlations
  • Strong oral and written communication skills in English is a must, and French, German, or Italian language ability is a plus.

CHERRY ON THE CAKE:

  • You like collaborating as a team, and delivering your best as an individual
  • You are passionate about technology, innovation, and investment

RECRUITMENT PROCESS:

  • Synthesis and Excel test
  • 1st interview with the Country Manager
  • Case Study and Debrief with a Manager
  • Final interview with Managing Director and the HR team

This position is based in Lisbon, Portugal.

Source: Dedale Intelligence careers (Ashby)

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