At a Glance
- Tasks: Lead investment evaluations and manage transactions across diverse industries.
- Company: Dynamic investment and advisory firm with an entrepreneurial spirit.
- Benefits: Meaningful responsibility, direct senior exposure, and ownership from day one.
- Why this job: Join a lean team and make impactful decisions in a fast-paced environment.
- Qualifications: 4-9 years in investment banking or private equity with strong financial modelling skills.
- Other info: Opportunity for career growth and development in a collaborative setting.
The predicted salary is between 48000 - 72000 £ per year.
Our client is a dynamic investment and advisory firm with an entrepreneurial culture. The team executes and advises on transactions across multiple industries, with recent activity in technology, media, healthcare, industrials, and payments. The group operates with a lean structure and is looking to add an Associate or VP, offering meaningful responsibility, direct senior exposure, and the chance to take ownership from day one.
Role Summary
The successful candidate will be actively involved in origination, investment assessment, and transaction execution, contributing across the full deal lifecycle.
Key Responsibilities
- Lead or support evaluation of potential investments across core sectors, developing investment cases and financial analyses.
- Guide and review financial models and valuations, including DCF, LBO, and comparable approaches.
- Build sector insights through market research, competitive benchmarking, and thematic analysis.
- Manage or coordinate due diligence processes, working closely with external advisers to assess risks and value drivers.
Deal Sourcing & Execution
- Develop relationships with management teams, advisers, and investors to support origination efforts.
- Take an active role in transaction structuring, negotiations, and execution.
- Prepare materials for Investment Committee, articulating thesis, risk considerations, and value-creation strategies.
Market Coverage & Opportunity Development
- Track sector trends and identify potential opportunities through proactive research and networking.
Candidate Profile
- Approximately 4–9 years’ experience in investment banking, private equity, or corporate finance (Associate or VP level depending on background).
- Strong technical foundation in financial modelling and valuation.
- Demonstrated transaction experience with the ability to run workstreams independently.
- Commercially minded, resourceful, and comfortable working in small teams.
- Clear and confident communicator with strong presentation skills.
- Fluent in English; additional European languages are beneficial but not essential.
Associate and VP, Investment & Advisory employer: Metis Search
Contact Detail:
Metis Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate and VP, Investment & Advisory
✨Network Like a Pro
Get out there and connect with people in the investment and advisory space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can't.
✨Showcase Your Skills
When you get the chance to chat with potential employers, make sure to highlight your financial modelling and valuation skills. Share specific examples of how you've contributed to successful transactions in the past. We want to see your expertise in action!
✨Be Proactive
Don’t wait for job openings to pop up. Reach out directly to firms you admire, like ours! Express your interest and share what you can bring to the table. Sometimes, the best opportunities come from a simple conversation.
✨Prepare for Interviews
Do your homework before interviews. Understand the firm’s recent activities and the sectors they focus on. Be ready to discuss how you can contribute to their goals and articulate your thoughts on market trends. Confidence is key!
We think you need these skills to ace Associate and VP, Investment & Advisory
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Associate or VP role. Highlight your investment assessment and transaction execution experience, as well as any relevant financial modelling expertise.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment and advisory, and how your background makes you a perfect fit for our dynamic team. Don’t forget to mention your ability to work independently and in small teams.
Showcase Your Deal Experience: Be specific about your past deal experiences. Whether it's leading due diligence processes or developing investment cases, make sure to detail your contributions and the impact they had on the outcomes.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows your enthusiasm for joining our entrepreneurial culture!
How to prepare for a job interview at Metis Search
✨Know Your Numbers
Brush up on your financial modelling and valuation skills. Be prepared to discuss DCF, LBO, and comparable approaches in detail. This role demands a strong technical foundation, so showcasing your expertise will definitely impress.
✨Showcase Your Deal Experience
Come armed with specific examples of transactions you've worked on. Highlight your role in the deal lifecycle, from origination to execution. This will demonstrate your ability to take ownership and contribute meaningfully from day one.
✨Research the Firm and Its Sectors
Dive deep into the sectors the firm operates in, like technology and healthcare. Understanding current trends and potential opportunities will help you engage in insightful discussions and show your proactive approach to market coverage.
✨Communicate Clearly and Confidently
Practice articulating your thoughts clearly, especially when discussing investment theses and risk considerations. Strong presentation skills are key, so consider doing mock interviews to refine your delivery and boost your confidence.