Investment Associate (Family office | Private equity)
Investment Associate (Family office | Private equity)

Investment Associate (Family office | Private equity)

Bournemouth Full-Time 36000 - 60000 £ / year (est.) No home office possible
J

At a Glance

  • Tasks: Join a dynamic team to source and evaluate investment opportunities in exciting sectors.
  • Company: Be part of a reputable family office with a strong track record in industrials and renewable energy.
  • Benefits: Enjoy the chance to work in a collaborative environment with potential sponsorship for the right candidate.
  • Why this job: This role offers hands-on experience in private equity, perfect for those passionate about finance and sustainability.
  • Qualifications: Ideal candidates have 18-24 months in M&A investment banking and strong analytical skills.
  • Other info: Candidates must be based in Bournemouth; relocation is not offered.

The predicted salary is between 36000 - 60000 £ per year.

We are working with a European family office to place an investment professional into their London-based team. The family office has a strong record in industrials, infrastructure, and is beginning to expand their portfolio in the renewable energy markets. The ideal candidate would have closed deals across Europe with exposure to the sectors mentioned above. Our client is willing to sponsor candidates; however, they will not relocate professionals.

Key Responsibilities

  • Assist in sourcing, evaluating, and executing private and public investment opportunities
  • Conduct financial modelling, valuation analysis, and due diligence on potential investments
  • Prepare investment committee materials and internal decision-making support
  • Perform market, sector, and competitive research to support investment theses
  • Engage with fund managers and co-investment partners as part of the firm’s private markets strategy
  • Support portfolio monitoring and contribute to strategic initiatives across existing holdings

Key Qualifications

  • 18-24 months of experience in M&A investment banking at a leading financial institution
  • Strong analytical and financial modelling skills; detail-oriented with sound judgment
  • High degree of integrity, intellectual curiosity, and a long-term investment mindset
  • Self-starter capable of working in a lean, entrepreneurial environment

Investment Associate (Family office | Private equity) employer: JR United Kingdom

At Pearse Partners, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. As an Investment Associate in our Bournemouth office, you will benefit from unparalleled growth opportunities within a supportive team, while contributing to impactful investments in sectors like renewable energy. Our commitment to professional development and a collaborative environment makes us an exceptional employer for those seeking meaningful and rewarding careers.
J

Contact Detail:

JR United Kingdom Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Associate (Family office | Private equity)

✨Tip Number 1

Network with professionals in the private equity and family office sectors. Attend industry events, webinars, or local meetups in Bournemouth to connect with potential colleagues or mentors who can provide insights and possibly refer you to opportunities.

✨Tip Number 2

Stay updated on trends in industrials, infrastructure, and renewable energy markets. Follow relevant news sources and reports to demonstrate your knowledge during conversations with potential employers, showing that you're genuinely interested in their investment focus.

✨Tip Number 3

Consider reaching out to current or former employees of the family office or similar firms. Informational interviews can provide valuable insights into the company culture and expectations, helping you tailor your approach when applying.

✨Tip Number 4

Prepare to discuss specific deals you've worked on in your previous roles. Be ready to articulate your contributions and the outcomes, as this will showcase your experience and analytical skills, which are crucial for the Investment Associate position.

We think you need these skills to ace Investment Associate (Family office | Private equity)

Financial Modelling
Valuation Analysis
Due Diligence
Market Research
Sector Analysis
Competitive Analysis
Investment Thesis Development
Analytical Skills
Attention to Detail
Integrity
Intellectual Curiosity
Long-term Investment Mindset
Self-starter
Entrepreneurial Mindset
Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in M&A investment banking, particularly any deals you've closed in industrials, infrastructure, or renewable energy. Use specific metrics to demonstrate your impact.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the family office's focus on renewable energy. Mention how your skills align with their needs and provide examples of your analytical and financial modelling capabilities.

Showcase Relevant Skills: Emphasise your strong analytical skills and attention to detail in your application. Highlight any experience you have with financial modelling, valuation analysis, and due diligence, as these are key responsibilities of the role.

Research the Company: Familiarise yourself with Pearse Partners and the family office's investment strategy. Understanding their portfolio and recent investments will help you tailor your application and prepare for potential interviews.

How to prepare for a job interview at JR United Kingdom

✨Know Your Numbers

Brush up on your financial modelling and valuation analysis skills. Be prepared to discuss specific deals you've worked on, including the metrics and outcomes. This will demonstrate your analytical prowess and attention to detail.

✨Research the Family Office

Understand the family office's investment strategy, particularly in industrials, infrastructure, and renewable energy. Familiarise yourself with their portfolio and be ready to discuss how your experience aligns with their goals.

✨Prepare for Technical Questions

Expect technical questions related to M&A and private equity. Practice explaining complex concepts clearly and concisely, as you may need to present your thought process during the interview.

✨Showcase Your Soft Skills

Highlight your integrity, curiosity, and ability to work in a lean environment. Share examples of how you've demonstrated these qualities in past roles, as they are crucial for success in a family office setting.

Investment Associate (Family office | Private equity)
JR United Kingdom
J
  • Investment Associate (Family office | Private equity)

    Bournemouth
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-06-22

  • J

    JR United Kingdom

Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>