At a Glance
- Tasks: Drive financial modelling and investment strategy for high-growth infrastructure projects.
- Company: Join a leading global investment manager with a focus on innovation.
- Benefits: Competitive salary, exposure to senior leadership, and opportunities for European travel.
- Other info: Dynamic environment with excellent career growth and learning opportunities.
- Why this job: Make a real impact in a fast-paced, high-visibility role within the investment sector.
- Qualifications: 4-5 years experience in finance or investment roles, strong analytical skills required.
The predicted salary is between 50000 - 70000 € per year.
Dartmouth have been mandated on a search for an Investment Associate for a high-growth infrastructure platform of a Global Investment Manager. You will drive end-to-end financial modelling, valuation, and investment strategy for complex projects. Work directly with senior leadership on deals, investment committee outputs, and portfolio performance. This is a fast-paced, high-visibility role with strong exposure to transactions, analytics, and decision-making.
Location: London office (with European travel as required)
Reporting line: Work closely with CSAO, CFO and CIO
Experience level: 3+ years experience
This is a high-visibility, high-impact role providing critical modelling and analytical support to the platform senior leadership team—specifically the CFO, CSAO and CIO—and interacting with a premier global investment management real estate team, providing key outputs and materials for the Fund Investment Committee process.
The successful candidate will own and continuously improve a “master model” for sites and related analytical tools that underpin bidding, valuation and capital allocation decisions. Maintain and refine the key output materials that inform senior management and investment committee decisions, as well as develop KPI dashboard materials for senior management.
Key responsibilities
- Full lifecycle financial modelling (master site model ownership)
- Strategic decision and IC support (IC materials)
- PE-style dashboards / reporting
- Workflow improvement and automation
- Deal origination, pipeline management and execution
Key role requirements
Experience
- c.4-5 years’ professional experience within an infrastructure fund, real estate fund, private equity, investment banking, transaction advisory, or similar analytical role.
- Background in commercial real estate transactions, acquisitions, underwriting and investment committee environments.
- Experience operating across multiple European markets.
Technical skills
- Expert-level financial modelling skills; comfortable building dynamic models from scratch, maintaining a complex “master model” and producing decision-ready outputs.
- Strong Excel and PowerPoint skills are essential.
- Ability to manage and interpret large/complex datasets to create clear visual reporting and dashboards (tooling may include Excel-based dashboards and/or BI tools).
Sector knowledge
- Direct experience in real estate, infrastructure or real assets preferred.
Academic background
- Strong academic credentials including in Finance, Economics, Engineering or another quantitative discipline.
Investment Associate in City of London employer: Dartmouth Partners
As an Investment Associate at our high-growth infrastructure platform in London, you will thrive in a dynamic and collaborative work environment that prioritises professional development and innovation. We offer competitive benefits, including opportunities for European travel, and a culture that encourages direct engagement with senior leadership, ensuring your contributions are recognised and impactful. Join us to be part of a forward-thinking team where your analytical skills will drive meaningful investment decisions and shape the future of our portfolio.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Associate in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world, especially those who work in infrastructure or real estate. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your financial modelling skills. Be ready to showcase your expertise in Excel and PowerPoint, as well as your ability to handle complex datasets. Practice explaining your past projects clearly and confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you on their radar and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you a leg up. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Investment Associate in City of London
Some tips for your application 🫡
Show Off Your Financial Modelling Skills:Make sure to highlight your financial modelling expertise in your application. We want to see how you can build and maintain complex models, so don’t hold back on showcasing your best work!
Tailor Your Experience:When writing your application, tailor it to reflect your experience in infrastructure or real estate. We’re looking for candidates who understand the nuances of these sectors, so make it clear how your background aligns with our needs.
Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured applications that get straight to the heart of your qualifications and experiences. Remember, less is often more!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting role. We can’t wait to hear from you!
How to prepare for a job interview at Dartmouth Partners
✨Master Your Financial Modelling Skills
Make sure you brush up on your financial modelling skills before the interview. Be prepared to discuss your experience with building and maintaining complex models, as this role heavily relies on it. Practise explaining your thought process behind creating a 'master model' and how it informs investment decisions.
✨Know Your Market Inside Out
Familiarise yourself with the European markets relevant to the role. Research recent trends in infrastructure and real estate investments, and be ready to discuss how these could impact the company's strategy. Showing that you understand the market landscape will impress the interviewers.
✨Prepare for Technical Questions
Expect technical questions related to financial analysis and valuation techniques. Review key concepts in private equity and investment committee processes. Being able to articulate your analytical approach and decision-making process will demonstrate your readiness for this high-impact role.
✨Showcase Your Communication Skills
Since you'll be working closely with senior leadership, it's crucial to demonstrate strong communication skills. Prepare examples of how you've effectively presented complex data or reports in the past. Highlight your ability to create clear visual dashboards and reports that aid decision-making.