Investment Associate

Investment Associate

Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our investment team and dive into the deal process from start to finish.
  • Company: Be part of a leading Lower Mid-Market private equity fund in Central London.
  • Benefits: Enjoy an attractive salary and hybrid work options in a vibrant city.
  • Why this job: Gain hands-on experience in a rapidly growing market with a dynamic team.
  • Qualifications: Ideal candidates have Big 4 Transaction Services experience and are qualified accountants.
  • Other info: This role offers a unique opportunity to manage key transactions and work closely with partners.

The predicted salary is between 43200 - 72000 £ per year.

Investment Associate | Private Equity Secondaries

Location | London

CW12765

The Opportunity

Finatal is working with a growing Secondaries investment strategy who are looking to add a new investor to their expanding team. They focus on GP-Led, LP-Led and structured secondary transactions. This is a brilliant opportunity for somebody who has already stepped into a secondaries strategy.

The Role

  • Drive analytical process for deal teams
  • You will be responsible for performing due diligence assessments and producing reports (commercial, financial, legal…) for new potential investments.
  • You will participate in various kinds of analysis and assist in bespoke models for both fund and company level analysis

The Requirements

  • 3-5 years experience (at least 1 year in Secondaries)
  • An exceptional academic track record.
  • Strong interpersonal and communication skills.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

Industries

Venture Capital and Private Equity Principals

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Investment Associate employer: Finatal

Finatal is an exceptional employer, offering a dynamic work environment in the heart of Central London. With a strong focus on employee growth and development, team members are encouraged to take ownership of their roles and engage deeply in the deal process, fostering a culture of collaboration and innovation. The attractive salary and hybrid working model further enhance the appeal, making it an ideal place for driven professionals looking to make a meaningful impact in the Lower Mid-Market private equity space.
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Contact Detail:

Finatal Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Associate

✨Tip Number 1

Make sure to network within the private equity community. Attend industry events, webinars, and conferences where you can meet professionals already working in the Lower Mid-Market space. Building these connections can provide valuable insights and potentially lead to referrals.

✨Tip Number 2

Stay updated on market trends and recent deals in the UK Lower Mid-Market private equity sector. Being knowledgeable about current events will not only help you in interviews but also demonstrate your genuine interest in the field.

✨Tip Number 3

Consider reaching out to current or former employees of the firm you're applying to. They can provide insider information about the company culture and expectations, which can be incredibly useful during the interview process.

✨Tip Number 4

Prepare to discuss specific examples from your past experience that showcase your skills in deal execution and due diligence. Highlighting your ability to manage complex transactions will set you apart as a strong candidate for this role.

We think you need these skills to ace Investment Associate

Financial Analysis
Due Diligence
Investment Appraisal
Transaction Management
Private Equity Knowledge
Portfolio Management
Stakeholder Management
Communication Skills
Analytical Skills
Project Management
Team Collaboration
Problem-Solving Skills
Attention to Detail
Negotiation Skills

Some tips for your application 🫡

Understand the Role: Make sure you fully understand the responsibilities of an Investment Associate in a Lower Mid-Market private equity fund. Tailor your application to highlight relevant experiences that align with the deal process, transaction execution, and managing third parties.

Highlight Relevant Experience: Emphasize your experience in Transaction Services, especially if you have worked at a Big 4 firm. Mention any specific projects or deals you were involved in that demonstrate your ability to manage deal execution and due diligence.

Showcase Your Qualifications: If you are a qualified accountant (ACA or equivalent), make sure to mention this prominently in your CV and cover letter. If you have prior private equity experience, even if it's not essential, include it to strengthen your application.

Craft a Compelling Cover Letter: Write a personalized cover letter that explains why you are interested in this specific role and how your background makes you a great fit. Use examples from your past work to illustrate your skills and achievements related to the investment process.

How to prepare for a job interview at Finatal

✨Understand the Deal Process

Make sure you have a solid grasp of the entire deal process, from origination to execution. Be prepared to discuss your experience in each stage and how you can contribute to the team's success.

✨Showcase Your Financial Acumen

As a candidate with a background in Transaction Services or as a qualified accountant, highlight your financial analysis skills. Be ready to provide examples of how you've successfully managed due diligence or prepared investment appraisals.

✨Demonstrate Team Collaboration

Since you'll be working closely with partners and portfolio companies, emphasize your ability to collaborate effectively. Share experiences where you've successfully managed third parties or worked within a team to achieve common goals.

✨Stay Informed About the Market

Keep up-to-date with trends in the UK Lower Mid-Market private equity space. Being knowledgeable about recent deals, market movements, and key players will show your genuine interest and commitment to the role.

Investment Associate
Finatal
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  • Investment Associate

    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-04-19

  • F

    Finatal

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