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For Companies At a Glance
- Tasks: Support senior investment professionals in the deal lifecycle and conduct market research.
- Company: Prestigious private equity fund with a collaborative and entrepreneurial culture.
- Benefits: Gain exposure to the full investment lifecycle and work closely with founders.
- Why this job: Join a high-performing team and take on meaningful responsibilities early in your career.
- Qualifications: Experience in private equity or investment banking, strong financial modelling skills.
- Other info: Opportunity to work with ambitious, founder-led businesses in a dynamic environment.
The predicted salary is between 50000 - 70000 ÂŁ per year.
About our client
Our client is an established private equity investor with a strong track record in the lower midâmarket, partnering with ambitious, founderâled businesses to drive growth and transformation. The team invests across a range of sectors, with a particular focus on technology, software, and techâenabled services. With a collaborative and entrepreneurial culture, the firm offers a rare opportunity to join a highâperforming, closeâknit team that combines deep investment experience with a handsâon approach to value creation. The team has built a reputation for working closely with management teams, supporting businesses through both domestic and international growth. You will gain exposure to the full investment lifecycle, working directly with senior stakeholders from day one. This is a compelling opportunity for someone who is genuinely excited by the lower midâmarket, enjoys working with founders, and wants to take on meaningful responsibility early in their career.
What the job involves
- Supporting senior investment professionals across all aspects of the deal lifecycle
- Conducting detailed market research and target identification, particularly within lower midâmarket opportunities
- Building and reviewing financial models, valuations, and investment materials
- Supporting due diligence processes and preparing investment committee papers
- Engaging directly with management teams, advisors, and other stakeholders
- Contributing to portfolio company initiatives, including strategic projects, M&A, and performance monitoring
Who we are looking for
- Previous Associate level experience within private equity, investment banking or corporate finance
- Strong financial modelling and analytical skillset, with a solid understanding of accounting principles
- Demonstrable interest in the lower midâmarket, with an appreciation for working with founderâled and scaling businesses
- Exposure to technology, software, or techâenabled services is highly advantageous
- A professional qualification such as ACA, CFA (or equivalent) is highly desirable
- Commercially astute, with the ability to assess markets, business models, and growth dynamics
- High attention to detail with strong written and verbal communication skills
- Collaborative, proactive, and intellectually curious, with a genuine desire to learn and develop
- Comfortable operating in a lean, entrepreneurial team environment with high levels of responsibility
Investment Associate/Senior Associate, Prestigious Lower Mid-Market Private Equity Fund, London, UK employer: CFA Institute
Contact Detail:
CFA Institute Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Investment Associate/Senior Associate, Prestigious Lower Mid-Market Private Equity Fund, London, UK
â¨Tip Number 1
Network like a pro! Reach out to your connections in the private equity space, especially those who have experience with lower mid-market firms. A friendly chat can lead to valuable insights and even referrals.
â¨Tip Number 2
Prepare for interviews by brushing up on your financial modelling skills. Be ready to discuss your previous experiences and how they relate to the role. We want to see your analytical prowess in action!
â¨Tip Number 3
Show your enthusiasm for the lower mid-market! Research recent trends and success stories in this sector. When you demonstrate genuine interest, itâll set you apart from other candidates.
â¨Tip Number 4
Donât forget to apply through our website! Completing the application process there ensures youâre fully considered for the role. Plus, itâs a great way to show youâre serious about joining the team.
We think you need these skills to ace Investment Associate/Senior Associate, Prestigious Lower Mid-Market Private Equity Fund, London, UK
Some tips for your application đŤĄ
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the role. Highlight your previous experience in private equity or investment banking, and donât forget to showcase your financial modelling skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine interest in the lower mid-market and how your background makes you a great fit for the team. Keep it concise but impactful.
Showcase Your Analytical Skills: Since this role involves a lot of market research and financial analysis, make sure to include examples of how you've successfully conducted similar tasks in the past. Numbers speak volumes!
Follow the Application Process: Remember, we want to see your application on our website! Make sure you complete the entire process there to ensure your application is considered. Donât skip this step!
How to prepare for a job interview at CFA Institute
â¨Know Your Numbers
Brush up on your financial modelling and analytical skills. Be prepared to discuss specific examples of how you've built or reviewed financial models in the past, especially in relation to lower mid-market investments. This will show your technical prowess and understanding of the role.
â¨Research the Firm
Dive deep into the firm's portfolio and recent deals. Understand their focus on technology and founder-led businesses. Being able to discuss how your interests align with their investment strategy will demonstrate your genuine enthusiasm for the position.
â¨Engage with Real Scenarios
Prepare to discuss real-life scenarios where you've supported due diligence processes or engaged with management teams. Use the STAR method (Situation, Task, Action, Result) to structure your answers, showcasing your hands-on experience and collaborative spirit.
â¨Ask Insightful Questions
Prepare thoughtful questions that reflect your understanding of the private equity landscape and the firm's approach. Inquire about their strategies for supporting portfolio companies or how they assess market opportunities. This shows your intellectual curiosity and eagerness to contribute.