Investment Associate
We are seeking an Investment Associate to support the evaluation, execution and monitoring of investment opportunities across a range of sectors and asset classes. The successful candidate will conduct detailed market, industry and company research; build and maintain financial models; assess business plans, valuations, returns and key risks; and prepare clear investment memoranda, presentations and reports for senior stakeholders. You will contribute throughout the investment lifecycle, from sourcing and screening opportunities through due diligence, transaction execution and ongoing portfolio monitoring.
The role will involve reviewing financial statements, analysing performance metrics, coordinating input from legal, tax, commercial and operational advisers, and supporting negotiations and transaction documentation. You will monitor portfolio companies and investments, identify emerging issues and opportunities, and help produce regular updates on financial performance, strategic progress and investment outcomes. The position also requires maintaining accurate analysis, research and pipeline records, while developing strong relationships with external advisers, management teams, intermediaries and other investment professionals.
Applicants should have a strong academic background in finance, economics, accounting, business or a related discipline, together with relevant experience in investment banking, private equity, venture capital, corporate finance, asset management, transaction services or a similar analytical environment. Excellent financial modelling, valuation and research skills are essential, alongside the ability to interpret complex information and communicate conclusions clearly. You should be highly organised, commercially aware and comfortable managing multiple priorities to demanding deadlines. Strong written and verbal communication skills, sound judgement, attention to detail and a collaborative approach are required. Familiarity with financial databases, presentation software and advanced spreadsheet applications would be advantageous.
Investment Associate
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