At a Glance
- Tasks: Lead investment underwriting, conduct credit evaluations, and mentor junior analysts.
- Company: Heirloom Fair Legal, a stable finance firm in London with a unique edge.
- Benefits: Stable work environment with opportunities for professional growth and mentorship.
- Other info: Fast-growing company with a focus on legal finance and innovative technology.
- Why this job: Join a seasoned team and make impactful investment decisions in a tech-driven setting.
- Qualifications: 5+ years in investment analysis, strong financial modelling skills, and relevant degree.
The predicted salary is between 63000 - 77000 £ per year.
Heirloom Fair Legal is a London-based specialty finance firm providing bespoke funding solutions to law firms and insolvency practitioners. Backed by a stable family office rather than fundraising cycles, the company uses proprietary technology to underwrite high-volume collateral, maintaining a structural edge within the UK legal finance ecosystem.
As the lead analyst, you will own the end-to-end investment underwriting cycle, from credit evaluation and complex multi-scenario modelling to presenting investment memoranda. You will play a pivotal role in portfolio reporting and borrower relations while mentoring junior team members within a fast-growing, technology-enabled finance platform.
Location: London, UK
Why this role is remarkable:
- Lead the underwriting strategy for a technology-driven lender with a unique structural advantage in high-volume, lower-value collateral markets.
- Enjoy high stability with capital provided by an internal family office, insulating the firm from broader venture capital or fundraising cycles.
- Join a seasoned founding team with 20+ years of legal finance expertise while mentoring junior talent in a high-growth environment.
What You Will Do:
- Execute deep-dive credit evaluations and due diligence on borrowers and legal collateral to drive high-stakes investment decisions.
- Build and maintain complex financial models to forecast cash flows and identify risk drivers across the firm’s diverse portfolio.
- Act as the primary liaison for borrowers and present detailed investment memoranda directly to the Investment Committee.
The ideal candidate:
- Has 5+ years of experience in private investment analysis or specialty credit, specifically within legal or insolvency settings.
- Demonstrates expert-level proficiency in complex financial modelling and the ability to translate economic risks into clear, actionable reports.
- Holds a Bachelor's degree in Finance or Economics; a CFA designation or Master's degree is highly preferred for this leadership position.
Senior Investment Analyst at Heirloom Fair Legal employer: Jack & Jill
At Jack & Jill, we pride ourselves on being an exceptional employer that fosters a dynamic and innovative work culture. Our team enjoys a range of benefits including flexible working arrangements, professional development opportunities, and a collaborative environment that encourages creativity and growth. Located in a vibrant area, we offer unique advantages such as access to cutting-edge technology and the chance to work with industry leaders in AI-driven marketing strategies.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Analyst at Heirloom Fair Legal
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Jack & Jill, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Jack & Jill.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Jack & Jill.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Jack & Jill, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Senior Investment Analyst at Heirloom Fair Legal
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Jack & Jill want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Jack & Jill.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Jack & Jill will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Jack & Jill. Numbers speak louder than words!
How to prepare for a job interview at Jack & Jill
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Jack & Jill want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withJack & Jill.
