Investment Associate

Investment Associate

City of Westminster Full-Time 60000 - 84000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Identify and evaluate investment opportunities in the lower mid-market.
  • Company: Join a dynamic Private Equity firm focused on Education, Healthcare, and Tech.
  • Benefits: Competitive salary, growth opportunities, and a collaborative work environment.
  • Why this job: Be part of transformational growth and make a real impact in SMEs.
  • Qualifications: 5-6 years in Corporate Finance with strong financial modelling skills required.
  • Other info: Only successful applicants will be contacted due to high application volume.

The predicted salary is between 60000 - 84000 £ per year.

We are working with an exciting Private Equity business with a growth-focused investment portfolio across mainly Education, Healthcare and Tech, specialising in the lower mid-market. Their mission is to partner with exceptional entrepreneurs and SMEs to drive transformational growth.

The Individual

We are looking for a highly skilled Investment Associate to join their London team. This is an opportunity for a driven professional with 5-6 years of corporate finance experience looking to transition to the buy side within the lower mid-market, to play a pivotal role in identifying, evaluating and executing investment opportunities.

Key Responsibilities

  • Identify and assess investment opportunities in the LMM space, analysing market trends and competitive landscapes.
  • Build and interpret detailed financial models to support investment decisions.
  • Conduct due diligence, support transaction structuring, and assist with negotiations.
  • Collaborate with portfolio companies to drive strategic initiatives, improve performance, and realise value creation plans.
  • Develop and maintain strong relationships with entrepreneurs, SMEs, advisors, and internal stakeholders.
  • Prepare high-quality presentation decks and investment committee materials to effectively communicate recommendations.

Requirements

  • A minimum of 5-6 years of Corporate Finance experience, with a strong foundation in financial modelling, 3+ years experience in M and A, and presentation development.
  • Exposure to a deal team with experience in management team meetings.
  • Exceptional quantitative and analytical abilities, with a proven track record of evaluating complex business cases.
  • Strong interpersonal skills and the ability to build trust and rapport with entrepreneurs and SME leadership teams.
  • A genuine enthusiasm for transitioning to the buy side and contributing to the growth of LMM businesses.

If this position is of interest to you and you fit the requirements of the role then please apply with an updated copy of your CV. Please note due to volume of applications it is only possible to respond to successful applications.

Investment Associate employer: TipTopJob

Join a dynamic Private Equity firm in London that champions growth-focused investments in Education, Healthcare, and Tech. With a commitment to fostering a collaborative work culture, the company offers exceptional opportunities for professional development and meaningful contributions to transformational growth in the lower mid-market. Employees benefit from a supportive environment that values innovation and strategic thinking, making it an ideal place for driven individuals looking to make a significant impact.
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Contact Detail:

TipTopJob Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Associate

✨Tip Number 1

Network with professionals in the private equity sector, especially those who focus on lower mid-market investments. Attend industry events or webinars to connect with potential colleagues and learn more about the specific challenges and opportunities in this space.

✨Tip Number 2

Familiarise yourself with the latest trends in education, healthcare, and tech sectors. Being knowledgeable about these industries will help you stand out during interviews and demonstrate your genuine interest in the company's mission.

✨Tip Number 3

Prepare to discuss your experience in financial modelling and M&A in detail. Be ready to provide examples of how you've successfully evaluated investment opportunities and contributed to deal structuring in your previous roles.

✨Tip Number 4

Showcase your interpersonal skills by preparing to discuss how you've built relationships with entrepreneurs and SMEs in the past. Highlight any specific instances where your collaboration led to successful outcomes, as this is crucial for the role.

We think you need these skills to ace Investment Associate

Corporate Finance Expertise
Mergers and Acquisitions (M&A)
Financial Modelling
Due Diligence
Transaction Structuring
Negotiation Skills
Market Analysis
Quantitative Analysis
Analytical Skills
Presentation Development
Relationship Management
Strategic Thinking
Value Creation Strategies
Interpersonal Skills
Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your corporate finance experience, particularly in M&A and financial modelling. Emphasise any relevant projects or roles that demonstrate your ability to identify and assess investment opportunities.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for transitioning to the buy side. Discuss your passion for the lower mid-market and how your skills align with the company's mission to drive transformational growth.

Highlight Relevant Skills: In your application, focus on your quantitative and analytical abilities. Provide examples of how you've successfully evaluated complex business cases and built strong relationships with stakeholders.

Prepare for Interviews: If selected for an interview, be ready to discuss your experience in detail. Prepare to talk about specific investment opportunities you've assessed and how you approached due diligence and transaction structuring.

How to prepare for a job interview at TipTopJob

✨Showcase Your Financial Modelling Skills

As an Investment Associate, you'll need to demonstrate your ability to build and interpret detailed financial models. Be prepared to discuss specific examples from your past experience where your modelling skills directly influenced investment decisions.

✨Understand the LMM Landscape

Familiarise yourself with the lower mid-market (LMM) space, especially in sectors like Education, Healthcare, and Tech. Research recent trends and successful investments in these areas to show your knowledge and enthusiasm during the interview.

✨Prepare for Due Diligence Questions

Expect questions about your experience with due diligence processes. Be ready to explain how you've conducted due diligence in previous roles, including any challenges you faced and how you overcame them.

✨Build Rapport with Interviewers

Strong interpersonal skills are crucial for this role. During the interview, focus on building a connection with your interviewers by actively listening and engaging in meaningful conversations about their experiences and insights in the industry.

Investment Associate
TipTopJob
Location: City of Westminster
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  • Investment Associate

    City of Westminster
    Full-Time
    60000 - 84000 £ / year (est.)
  • T

    TipTopJob

    50-100
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