Investment Analyst - Execution (Energy/ Asset Finance)

Investment Analyst - Execution (Energy/ Asset Finance)

Full-Time 54000 - 66000 £ / year (est.) On-site
P

At a Glance

  • Tasks: Support complex energy transactions and build financial models in a dynamic team.
  • Company: Established energy infrastructure business with a collaborative and entrepreneurial culture.
  • Benefits: Hands-on experience, exposure to high-value transactions, and career development opportunities.
  • Other info: Direct exposure to senior leadership and a strong pipeline of UK transactions.
  • Why this job: Gain real-world experience in energy finance and contribute to the transition to net zero.
  • Qualifications: Strong financial modelling skills and a degree in finance or related fields.

The predicted salary is between 54000 - 66000 £ per year.

  • Work on complex energy transactions valued at £100m to £500m.
  • Build modelling and execution experience in a growing platform.
  • About Our Client

Our client is an established energy infrastructure business - they combine institutional investment discipline with a collaborative and entrepreneurial working environment.

The Transactions team works closely with senior leadership, providing the successful candidate with exposure to live deal discussions and commercial decision-making.

Job Description

The Transactions Analyst will support the assessment, structuring and execution of complex energy-related asset-finance transactions.

Working as part of an experienced Transactions team, the successful candidate will gain exposure across the full transaction lifecycle, from initial opportunity assessment and financial analysis through due diligence, documentation, internal approval and financial close.

Transactions typically involve operating leases and "as-a-service" contracts, with deal sizes generally ranging from £100m to £500m.

Responsibilities include: Key responsibilities will include

  • Supporting the execution of energy-related asset-finance transactions
  • Coordinating due diligence, documentation and internal approval workstreams
  • Building and maintaining cash-flow models for different transaction structures
  • Conducting scenario analysis, sensitivity testing and asset valuations
  • Calculating and reviewing investment returns and transaction economics
  • Preparing credit papers, transaction summaries and internal presentations
  • Supporting counterparty credit assessments and sector analysis
  • Assisting with KYC and AML due diligence
  • Reviewing term sheets, client agreements and external partner documentation
  • Liaising with legal, risk, finance, operations and external advisers
  • Helping manage conditions precedent and transaction closing processes
  • Supporting the preparation of pitch decks and financing proposals
  • Conducting research into new markets, asset classes, competitors and pricing
  • Supporting post-close monitoring and transaction reporting

This is a hands-on role offering strong exposure to live transactions and the opportunity to develop technical and commercial expertise within energy and infrastructure finance.

The Successful Applicant

Candidates should be able to demonstrate

  • Strong financial modelling and Excel skills
  • Experience working with cash-flow-based models
  • An understanding of financial statements and credit analysis
  • Exposure to valuations, sensitivities and return calculations
  • Strong numerical accuracy and attention to detail
  • The ability to manage multiple deadlines and workstreams
  • Clear written communication and presentation skills
  • A proactive, organised and dependable working style
  • The confidence to interact with internal and external stakeholders
  • A collaborative approach and willingness to learn
  • A genuine interest in energy infrastructure and the transition to net zero

Experience of operating leases, contracted infrastructure assets, project finance, metering or behind-the-meter technologies would be advantageous but is not essential.

A bachelor's degree in finance, economics, accounting, business, engineering or a related discipline is expected.

Progress towards a professional qualification such as CFA, ACA or ACT would be beneficial.

You must have full working rights as sponsorship is not available for this role.

  • What's on Offer
  • A hands-on Analyst role within a growing Transactions team
  • Exposure to transactions typically valued at £100m to £500m
  • Involvement across the full transaction lifecycle
  • A strong pipeline of UK transactions
  • Direct exposure to experienced transaction professionals and senior leadership

You must have full working rights as sponsorship is not available for this role.

  • Investment Analyst - Execution (Energy/ Asset Finance) City of London, England
  • #J-18808-Ljbffr

Investment Analyst - Execution (Energy/ Asset Finance) employer: Page Personnel

As a Tax Manager at our retail organisation, you will thrive in a dynamic work culture that values collaboration and innovation. We offer competitive daily rates, comprehensive benefits, and ample opportunities for professional growth, all within a vibrant location that fosters both personal and career development. Join us to make a meaningful impact while enjoying a supportive environment that prioritises your success.

P

Contact Details:

Page Personnel Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Investment Analyst - Execution (Energy/ Asset Finance)

✨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 Page Personnel, 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 Page Personnel.

✨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 Page Personnel.

✨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 Page Personnel, 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 Analyst - Execution (Energy/ Asset Finance)

Financial Modelling
Excel Skills
Cash-Flow Analysis
Financial Statement Analysis
Credit Analysis
Valuation Techniques
Sensitivity Testing

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 Page Personnel 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 Page Personnel.

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 Page Personnel 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 Page Personnel. Numbers speak louder than words!

How to prepare for a job interview at Page Personnel

✨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 Page Personnel 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 withPage Personnel.