Investment Associate

Investment Associate

Full-Time 75000 - 105000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Take ownership of deal execution in a dynamic investment environment.
  • Company: Specialist UK logistics and industrial development firm with a focus on growth.
  • Benefits: Competitive salary, performance-related bonuses, and opportunities for professional growth.
  • Why this job: Join a small team and gain broad exposure to the investment process.
  • Qualifications: 3-5 years in real estate private equity or corporate finance with strong analytical skills.
  • Other info: Ideal for those seeking to make an impact in a fast-paced industry.

The predicted salary is between 75000 - 105000 £ per year.

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
  • Due Diligence and execution

Skills, Knowledge and Experience

  • 3–5 years in real estate private equity / principal or corporate finance investment focused analytical work.
  • Demonstrated UK 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 - £85,000 dependant on experience, plus a discretionary, performance related bonus at PE level (guided at 75%).

Investment Associate employer: Falmouth Fairfax

As a leading specialist in UK logistics and industrial development, our company offers an exceptional work environment for Investment Associates looking to make a significant impact. With a focus on employee growth and a collaborative culture, you will have the opportunity to engage directly with partners and gain invaluable experience in deal execution. Our competitive salary package, coupled with performance-related bonuses, ensures that your contributions are recognised and rewarded, making this an ideal place for ambitious professionals seeking meaningful career advancement.
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Contact Detail:

Falmouth Fairfax 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 private equity space. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Investment Associate role!

✨Tip Number 2

Prepare for those interviews by brushing up on your market intelligence skills. Be ready to discuss recent trends in UK logistics and industrial sectors. Show us you’re not just another candidate, but someone who’s genuinely interested in the field and can bring valuable insights to the table.

✨Tip Number 3

Practice your financial modelling skills! Since advanced Excel is a must-have, make sure you can confidently navigate cashflows, debt schedules, and waterfalls. We want to see that you can hit the ground running when it comes to deal execution.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Investment Associate

Market Intelligence
Underwriting
Investment Committee
Due Diligence
Execution of Transactions
Real Estate Private Equity
Analytical Skills
Advanced Excel
Cashflow Modelling
Debt Scheduling
Waterfall Modelling
Transaction Execution Experience
Deadline Discipline
Team Collaboration
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 and any relevant transactions you've closed. 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 logistics and industrial development. Share specific examples of your analytical work and how it relates to our needs at StudySmarter.

Showcase Your Excel Skills: Since advanced Excel skills are a must, consider including a brief mention of your experience with cashflows, debt schedules, and waterfalls in your application. We love seeing candidates who can hit the ground running!

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 Falmouth Fairfax

✨Know Your Numbers

As an Investment Associate, you'll need to be comfortable with numbers and financial models. Brush up on your advanced Excel skills, especially around cashflows and debt schedules. Be ready to discuss specific examples from your past experience where you successfully executed transactions.

✨Showcase Your Market Knowledge

Demonstrate your understanding of the UK logistics and industrial sectors. Research recent trends, acquisitions, and market dynamics. Bring insights to the table during the interview that show you’re not just familiar with the industry but are genuinely passionate about it.

✨Prepare for Technical Questions

Expect technical questions related to underwriting and investment committee processes. Review your previous deals and be prepared to explain your thought process and decision-making. Practising these scenarios can help you articulate your experience clearly.

✨Emphasise Teamwork and Ownership

This role requires a high ownership bias and the ability to work in a lean team. Share examples of how you've taken initiative in past roles and collaborated effectively with colleagues. Highlighting your ability to thrive in a small team will resonate well with the interviewers.

Investment Associate
Falmouth Fairfax
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