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 infrastructure.
- 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 role with high visibility and decision-making power.
- Qualifications: 3+ years in finance or investment roles, strong analytical and modelling skills required.
The predicted salary is between 50000 - 70000 £ per year.
Dartmouth have been mandated on a search for an Investment Analyst 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.3 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 modeling 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 Analyst employer: Dartmouth Partners
Dartmouth Partners is an exceptional employer, offering a dynamic work environment where investment professionals can thrive. With a strong focus on employee development and collaboration, the company provides ample opportunities for growth while working closely with management teams and private equity sponsors in the UK. Located in a vibrant financial hub, employees benefit from a culture that values innovation and excellence, making it a rewarding place to advance your career in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Analyst
✨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 building and maintaining complex models. We recommend practising with real-world scenarios to impress those senior leaders!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your career goals. Use our website to find roles that match your skills and interests. Tailor your approach to show how you can add value to their team.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you top of mind. Mention something specific from your conversation to show your genuine interest in the role and the company.
We think you need these skills to ace Investment Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Analyst role. Highlight your experience in financial modelling and any relevant projects you've worked on. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background in infrastructure or real estate makes you a perfect fit. Keep it concise but impactful!
Showcase Your Technical Skills:Since this role requires expert-level financial modelling, make sure to mention your proficiency in Excel and any BI tools you've used. We love seeing candidates who can manage complex datasets and create clear visual reports!
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 the role. We can't wait to see what you bring to the table!
How to prepare for a job interview at Dartmouth Partners
✨Master Your Financial Modelling Skills
Since the role requires expert-level financial modelling, make sure you brush up on your skills. Be prepared to discuss your experience with building and maintaining complex models, and maybe even bring a sample of your work to showcase your abilities.
✨Know Your Investment Strategies
Familiarise yourself with various investment strategies, especially in infrastructure and real estate. Be ready to discuss how you've applied these strategies in past roles and how they can benefit the company’s goals.
✨Prepare for High-Visibility Scenarios
This position involves working closely with senior leadership, so think about times when you've had to present to or influence decision-makers. Prepare examples that highlight your communication skills and ability to handle high-pressure situations.
✨Showcase Your Analytical Mindset
The role demands strong analytical skills, so be ready to discuss how you've managed and interpreted large datasets. Bring examples of dashboards or reports you've created, and explain how they informed decision-making processes.
