Investment & Strategy Associate (Lisbon)
Role Overview
This mid-level role involves conducting deep fundamental research and strategic due diligence on software and technology companies. You will perform financial analysis, build quantitative models, and generate insights through expert interviews, supporting multi-million investment decisions. Collaborating with a team of experienced consultants and analysts, you will deliver high-quality research and communicate findings internally and externally.
Perks & Benefits
This position offers the opportunity to join a growing Lisbon team within a global, multicultural company. While remote work is supported, the role is based in Lisbon, allowing for collaboration with a diverse team of international professionals. You'll benefit from mentorship by experienced investment professionals and ex-Tier 1 consultants, with clear growth potential as the team expands.
Full Job Description
❗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.
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