At a Glance
- Tasks: Conduct fund analysis and due diligence across private equity, venture capital, and infrastructure.
- Company: Leading UK asset owner with a focus on private markets.
- Benefits: Competitive salary, professional development, and supportive work culture.
- Other info: Collaborative environment with opportunities for career growth and learning.
- Why this job: Join a dynamic team and make impactful investment decisions in private markets.
- Qualifications: 2-3 years in private markets with strong analytical skills and fund assessment experience.
The predicted salary is between 36000 - 60000 £ per year.
A leading UK asset owner is recruiting an Associate to join its growing Private Markets Funds-of-Funds platform. The team invests across private equity, venture capital, private credit and infrastructure primarily through fund commitments, complemented selectively by co-investments. The platform operates as a fully integrated allocator, offering exposure across the full private-markets universe from a portfolio-construction and manager-selection perspective.
This role is strictly for early-career private-markets professionals with existing funds-of-funds or multi-manager experience, who enjoy fund analysis, portfolio monitoring and working across multiple strategies rather than single-asset execution.
Key Responsibilities
- Conduct fund-level underwriting and due diligence across private equity, venture capital and infrastructure managers, including private credit opportunities where appropriate.
- Support the evaluation of new and existing fund relationships, including strategy assessment, team analysis, track-record review and risk considerations.
- Assist with the review and selective assessment of co-investment opportunities alongside core fund commitments.
- Monitor portfolios at a fund-of-funds level, analysing performance, exposures, pacing, concentration and cross-strategy implications.
- Prepare written materials, investment notes and analysis for internal discussions and investment committee review.
- Participate in GP meetings and diligence sessions, preparing structured notes and contributing informed challenge.
- Contribute to broader allocator-level discussions around strategy allocation, diversification and portfolio evolution.
Qualifications
- 2–3 years’ experience in private markets, with a strong preference for funds-of-funds, multi-manager, allocator or LP-side experience.
- Demonstrable experience underwriting private-markets funds and assessing managers.
- Exposure to infrastructure or private credit is essential.
- Strong analytical and written communication skills, with the ability to step back and think at a portfolio level.
- Comfortable working independently within a collaborative, low-hierarchy environment.
- Degree-educated; CFA / CAIA sponsorship supported but not required.
We are committed to equity and fairness throughout the recruitment process and welcome applications from all backgrounds. Please let us know if there is anything we can do to support accessibility during the process.
Investment Associate (Private Markets) employer: Leverton Search
Join a leading global investment manager in London, where you will thrive in a dynamic work culture that values innovation and collaboration. With a strong focus on employee growth, the company offers extensive professional development opportunities and encourages ownership of projects, allowing you to make a meaningful impact in the private markets sector. Enjoy the benefits of working in a sophisticated environment that prioritises equity and inclusivity, ensuring a rewarding experience for all team members.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Associate (Private Markets)
✨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 Leverton Search, 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 Leverton Search.
✨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 Leverton Search.
✨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 Leverton Search, 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 Investment Associate (Private Markets)
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 Leverton Search 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 Leverton Search.
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 Leverton Search 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 Leverton Search. Numbers speak louder than words!
How to prepare for a job interview at Leverton Search
✨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 Leverton Search 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 withLeverton Search.
