Investment Associate

Investment Associate

Full-Time 60000 - 84000 £ / year (est.) No home office possible
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Falmouth Fairfax Real Estate Recruitment

At a Glance

  • Tasks: Lead deal execution in a dynamic investment environment and collaborate with experienced partners.
  • Company: A specialist UK logistics and industrial development firm with a focus on growth.
  • Benefits: Competitive salary, performance bonuses, and opportunities for professional development.
  • Other info: Gain broad exposure to the investment process in a lean, high-impact team.
  • Why this job: Join a growing team and make an impact in real estate private equity.
  • Qualifications: 3-5 years in real estate investment or corporate finance, with strong Excel skills.

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

The Company and Role Summary

A specialist UK logistics & industrial development and asset manager focused on executing value‑add and development strategies is seeking an Investment Associate to join their growing team prompted by recent acquisitions and growing PE partner interest. This individual will take ownership of deal execution across underwriting, IC, financing, and completion working alongside the Partners.

Role Overview and Responsibilities

Being part of a small team, this person will gain broad exposure to the investment process working on the execution of new acquisitions. Key areas of role coverage will include :

  • Market Intelligence
  • Underwriting & Investment Committee
  • DD and execution

Skills, Knowledge and Experience

  • 3–5 years in real estate private equity / principal or corporate finance investment focused analytical work.
  • Demonstrated logistics / industrial exposure is essential (MLI a plus).
  • Advanced Excel (fully integrated cashflows, debt schedules, waterfalls).
  • Demonstrated execution experience across at least 2 closed transactions in the UK.
  • High ownership bias, deadline discipline, and comfort in a lean team.

Salary & Remuneration

A salary range of £75,000‑£100,000, dependant on experience, plus a discretionary, performance related bonus at PE level (guided at 75‑100%).

For further information on this opportunity or to apply for this role please contact Lucy Cook – 0203 854 3872, email l.cook@falmouthfairfax.com or click the apply link.

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Investment Associate employer: Falmouth Fairfax Real Estate Recruitment

As a leading specialist in UK logistics and industrial development, our company offers an exceptional work environment where investment associates can thrive. With a strong focus on employee growth, we provide opportunities for professional development within a collaborative team culture, ensuring that every member plays a vital role in our success. Located in a dynamic market, we offer competitive salaries and performance-related bonuses, making us an attractive employer for those seeking meaningful and rewarding careers in real estate investment.
Falmouth Fairfax Real Estate Recruitment

Contact Detail:

Falmouth Fairfax Real Estate Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Associate

✨Tip Number 1

Network like a pro! Reach out to your connections in the real estate and investment sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!

✨Tip Number 2

Prepare for interviews by researching the company and its recent acquisitions. Show them you’re not just another candidate; you’re genuinely interested in their work. Tailor your responses to highlight your experience in logistics and industrial sectors.

✨Tip Number 3

Practice your pitch! You’ll want to clearly articulate your experience with deal execution and your advanced Excel skills. Mock interviews with friends can help you refine your delivery and boost your confidence.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that Investment Associate role. Plus, it shows you’re proactive and serious about joining the team.

We think you need these skills to ace Investment Associate

Due Diligence
Deal Execution
Underwriting
Financing
Real Estate Private Equity
Corporate Finance
Capital Markets Investment
Logistics/Industrial Exposure
Advanced Excel
Cashflow Modelling
Debt Scheduling
Transaction Execution
Deadline Discipline
High Ownership Bias

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Investment Associate role. Highlight your experience in real estate private equity or corporate finance, and don’t forget to showcase any logistics or industrial exposure you have!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific skills like advanced Excel capabilities and your experience with closed transactions.

Showcase Your Deal Execution Experience: Since the role involves deal execution, be sure to detail your past experiences with underwriting, financing, and completion of transactions. We want to see that you’ve got the chops for this!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on our radar quickly!

How to prepare for a job interview at Falmouth Fairfax Real Estate Recruitment

✨Know Your Numbers

As an Investment Associate, you'll need to demonstrate your proficiency in advanced Excel and financial modelling. Brush up on your cashflows, debt schedules, and waterfalls before the interview. Be ready to discuss how you've applied these skills in past transactions.

✨Showcase Your Deal Experience

Make sure to highlight your experience with closed transactions, especially in logistics or industrial sectors. Prepare specific examples of your role in these deals, focusing on your contributions to due diligence and execution. This will show your potential employer that you can hit the ground running.

✨Understand the Company’s Strategy

Research the company’s recent acquisitions and their investment strategies. Being able to discuss how your skills align with their goals will impress the interviewers. It shows that you're not just interested in the role, but also in the company's vision and growth.

✨Demonstrate Ownership and Discipline

Given the lean team structure, it's crucial to convey your high ownership bias and deadline discipline. Share examples from your previous roles where you took initiative and met tight deadlines. This will reassure them that you can thrive in a small, dynamic environment.

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