At a Glance
- Tasks: Evaluate and manage investment opportunities, lead due diligence, and support strategic growth initiatives.
- Company: Birch Faraday Capital, an award-winning group focused on building exceptional UK businesses.
- Benefits: Competitive salary, annual performance bonus, long-term incentives, and director exposure to key decisions.
- Other info: Opportunity for career growth in a commercially minded and collaborative environment.
- Why this job: Join a dynamic team making impactful investments in diverse sectors across the UK.
- Qualifications: 5-8+ years in investment roles with strong financial modelling and valuation skills.
The predicted salary is between 54000 - 66000 £ per year.
Birch Faraday Capital is an award-winning, privately held operating group focused on acquiring and building exceptional UK businesses.
Our current portfolio generates over £45m in annual turnover and we have ambitious plans to reach £100m within three to five years.
We operate across multiple sectors including healthcare, construction, and property.
Our companies employ hundreds of people and deliver essential services to communities across the UK, from supported living and domiciliary care to property development and construction projects.
Role Description
We are seeking an experienced Senior Associate or Investment Manager to join our team and support the evaluation, execution and management of acquisition and investment opportunities.
The successful candidate will play a key role in assessing investments, leading due diligence, coordinating advisers, reviewing transaction documentation and supporting strategic growth initiatives.
This is a hands-on role requiring a commercially minded investment professional capable of independently assessing opportunities, challenging assumptions and making clear recommendations on valuation, risk and transaction structure.
Key Responsibilities
- Investment Evaluation
- Assess acquisition and investment opportunities from initial review through completion
- Analyse management presentations, financial information and diligence materials.
- Identify value creation opportunities and key investment risks.
- Challenge management assumptions and forecasts.
- Prepare investment recommendations for senior stakeholders
- Build and review integrated financial models.
- Develop downside, base case and upside scenarios.
- Analyse key drivers including revenue growth, pricing, margins and cash generation.
- Assess financing implications and investment returns.
- Form independent views on sustainable EBITDA and earnings
- Coordinate acquisition processes from evaluation through to completion.
- Manage relationships with legal, financial, tax and commercial advisers.
- Review diligence findings and identify key issues.
- Coordinate management information requests and due diligence workstreams.
- Support transaction negotiations and execution.
- Legal & Commercial Review
- Review SPA and transaction documents from a commercial perspective
- Assess management incentive arrangements, equity structures and governance rights.
- Identify key negotiation points and recommend appropriate protections.
- Work alongside external legal advisers to drive transaction execution.
- Strategic Projects
- Support portfolio value creation initiatives and strategic growth initiatives across the business.
- Evaluate expansion opportunities, partnerships and new service lines.
- Prepare board and investor materials.
- Candidate Requirements
- 5-8+ years of relevant transaction and investing experience, typically gained through 2-3 years in Investment Banking, Corporate Finance or Transaction Services followed by 3-5 years in Private Equity, or through direct experience within a Private Equity or Principal Investing team.
- Current or former Senior Associate, Investment Manager, Associate Director or equivalent.
- Strong financial modelling and valuation skills.
- Experience evaluating and executing acquisitions.
- Understanding of transaction structures and investor economics.
- Experience working with legal, accounting and commercial advisers.
- Ability to independently manage multiple transaction workstreams.
- Strong commercial judgement and investment mindset.
- Preferred
- Healthcare services, industrials or real estate experience
- Experience within lower mid-market or mid-market private equity
- Personal Attributes
The successful candidate will be
- Commercially minded.
- Highly analytical and detail-oriented.
- Comfortable operating independently.
- Naturally inquisitive and intellectually curious.
- Able to balance strategic thinking with execution.
- Confident challenging assumptions and identifying risk.
- Focused on making recommendations rather than simply presenting analysis.
- What Success Looks Like
The successful candidate will
- Independently assess acquisition opportunities and make robust investment recommendations.
- Develop and defend valuation, risk and value creation assessments.
- Lead due diligence, adviser coordination and transaction execution.
- Act as the internal owner of acquisition and investment workstreams.
Compensation
- Annual performance bonus
- Long-term incentive opportunity
- Director exposure to acquisitions, investment decisions and strategic growth initiatives
- #J-18808-Ljbffr
Senior Associate / Investment Manager employer: Birch Faraday Capital
Birch Faraday Capital is an exceptional employer that fosters a dynamic and collaborative work culture, where your contributions directly impact the growth of our diverse portfolio. With a focus on employee development, we offer robust opportunities for professional advancement and exposure to high-stakes investment decisions, all while being part of a team that values innovation and strategic thinking. Located in the heart of the UK, we provide a stimulating environment that encourages creativity and rewards performance, making it an ideal place for ambitious professionals seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate / Investment Manager
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Birch Faraday Capital, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Birch Faraday Capital.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Birch Faraday Capital.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Birch Faraday Capital, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Senior Associate / Investment Manager
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Birch Faraday Capital want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Birch Faraday Capital.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Birch Faraday Capital will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Birch Faraday Capital. Numbers speak louder than words!
How to prepare for a job interview at Birch Faraday Capital
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Birch Faraday Capital want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withBirch Faraday Capital.
