Senior Investment Analyst
Senior Investment Analyst

Senior Investment Analyst

Manchester Full-Time 36000 - 60000 £ / year (est.) No home office possible
Perch Group

At a Glance

  • Tasks: Lead portfolio acquisitions and conduct in-depth financial analysis.
  • Company: Join Perch Capital, a fast-growing investment firm in the UK.
  • Benefits: Enjoy a competitive salary, bonuses, flexible working, and a vibrant office culture.
  • Why this job: Gain exposure to senior executives and rapid career progression in a dynamic environment.
  • Qualifications: Strong quantitative background and up to 3 years of relevant experience required.
  • Other info: Free coffee, beer tap, and regular social events await you!

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

Base pay range

📢 Are you looking to INVEST in your career? Well, you\’re in luck as Perch Capital are recruiting for a Senior Investment Analyst.

Perch Capital, the investment arm within Perch Group, now one of the fastest growing (and PE backed) Debt Purchasers in the UK that specialises in the purchase of alternative finance non-performing loans, overseeing the financial well‑being of over a million customers and assets exceeding £1 billion.

The investment team within Perch Group is primarily responsible for analysing and pricing potential investments and engaging with external clients across the financial sector to acquire portfolios of predominantly consumer debts in the UK.

🚶♀️Could this be the next step in your career?

We are looking for a highly numerate, commercially minded and self‑motivated individual who is articulate and confident in communicating with colleagues at every level of the business including senior members and stakeholders.

The successful candidate will be joining a dynamic and fast paced team, with exposure to board level executives and external stakeholders on a regular basis. At such an exciting time to be joining the organisation, there is a lot of opportunity for rapid progression in an ambitious and relatively young company which plans to continue expanding and has a strong focus on both its staff and their development.

🗓 So, what will your day‑to‑day look like?

You will work as part of the Investment Director’s team, supporting the Investment Director and Investment Managers across several areas including but not limited to:

  • 60% Leading (subject to experience) the portfolio acquisition processes that includes:
  • In depth analysis of potential portfolio acquisitions, including understanding and applying the team’s propriety Markov Chain Monte Carlo simulation model and presenting findings back to Senior Management to support the Group’s decisioning and valuation process.
  • Conducting on‑site and remote due diligence on portfolio acquisition opportunities and supporting the regulatory and risk review of potential purchases.
  • 15% Writing and reviewing Investment Memorandums for board approval.
  • 10% Engaging with clients and financial institutions to understand and obtain all components required to accurately assess investment opportunities.
  • 5% Work with Operational/Implementation departments within the business to support and execute portfolio migration plans at the point of sale, ensuring pricing assumptions align with intended operational strategies.
  • 5% Support cross‑departmental projects with Analytics and Decision Science teams to develop new and existing cashflow forecasting tools using statistical modelling to support live pricing assumptions (experience of Python, Excel and SQL a distinct advantage)
  • 5% Review, analyse and support the monitoring of portfolio performance post‑acquisition vs expectation and presenting findings back to the Investment team.
  • Does this sound like you?

    • Strong academic background within a quantitative discipline at undergraduate/postgraduate level, e.g. STEM fields, Economics, Finance and/or;
    • Professional accreditations e.g. CFA, ACA/ACCA/CIMA that would demonstrate a firm understanding of financial concepts e.g. Time Value of Money etc.
    • Up to 2-3 years’ relevant work experience
    • Comfortable working with large data sets, identifying and presenting key insights
    • A high degree of attention to detail with the ability to consolidate and interpret complex information from multiple sources
    • Strong MS Office Excel skills, experience with Python/SQL would be advantageous.
    • A self‑motivated individual capable of using own initiative to drive improvements in business processes
    • Ambitious, driven individual with a strong desire to pursue a career within investment management &/or corporate finance

    The Application Timeline

    • A first stage video call with the internal talent acquisition team (15 minute call)
    • A face to face or video call with the hiring manager (45 minutes – 60 minutes)

    Typically, the average successful applicant will be within this timeline for 2-3 weeks. Please note we will close this role once we have enough applications for the next stages therefore you should submit your application ASAP to avoid any disappointment.

    If you do not receive a response after 3 weeks of applying, please assume you have been unsuccessful as we may experience a high volume of applications.

    💥Why you should be EXCITED to apply…

    💵£45,000 – £55,000 DOE + up to 20% of your annual salary, paid as a bonus.

    📍This role is based at our Manchester Spinningfields office – a premium workspace located in the heart of Manchester’s commercial hub with regular social events planned. Oh, and did we mention the free coffee bar and beer tap? Don\’t believe us? See for yourself! https://www.linkedin.com/feed/update/urn:li:activity:7350451348598837248

    🕰37.5 hours per week. We offer flexible and hybrid working between our core hours of 8am-6pm, Monday to Friday.

    🎓The opportunity to complete formal qualifications and learn on the job in a successful, growing organisation.

    ♾And many more benefits to support your wellbeing and professional development.

    So, what are you waiting for? Submit your application today – it\’s in your best interest 😉

    We are an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity or disability status.

    If you have any questions or suggestions of how we can assist you in your application due to disability or personal reasons, please email recruitment@perchgroup.co.uk.

    PLEASE NOTE – All new employees must undergo a full DBS and Credit Check upon acceptance of a job offer with Perch Group.

    Seniority level

    Mid‑Senior level

    Employment type

    Full‑time

    Job function

    Finance and Analyst

    #J-18808-Ljbffr

    Senior Investment Analyst employer: Perch Group

    Perch Group is an exceptional employer, offering a dynamic work environment in the heart of Manchester's commercial hub. With a strong focus on employee development and rapid career progression, team members benefit from flexible working arrangements, competitive salaries, and unique perks like a free coffee bar and social events. Join a fast-growing company that values your contributions and supports your professional growth in the investment sector.
    Perch Group

    Contact Detail:

    Perch Group Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Senior Investment Analyst

    Tip Number 1

    Familiarise yourself with the Markov Chain Monte Carlo simulation model mentioned in the job description. Understanding this model will not only help you during the interview but also demonstrate your proactive approach and analytical skills.

    Tip Number 2

    Engage with current trends in the investment sector, particularly around non-performing loans and alternative finance. Being able to discuss recent developments or case studies during your interview can set you apart from other candidates.

    Tip Number 3

    Network with professionals in the investment field, especially those who work in similar roles. This could provide you with insider knowledge about the company culture at Perch Capital and potentially even a referral.

    Tip Number 4

    Prepare to showcase your experience with data analysis tools like Python and SQL. Be ready to discuss specific projects where you've used these skills, as they are highlighted as advantageous for the role.

    We think you need these skills to ace Senior Investment Analyst

    Strong analytical skills
    Financial modelling
    Attention to detail
    Proficiency in MS Excel
    Experience with Python and SQL
    Understanding of financial concepts (e.g. Time Value of Money)
    Excellent communication skills
    Ability to work with large data sets
    Self-motivated and proactive
    Experience in investment analysis
    Knowledge of portfolio management
    Due diligence expertise
    Ability to write and review Investment Memorandums
    Collaboration skills across departments
    Problem-solving skills

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Senior Investment Analyst role. Focus on your quantitative background, any financial accreditations, and specific projects where you've worked with large data sets.

    Craft a Compelling Cover Letter: Your cover letter should reflect your enthusiasm for the role and the company. Discuss why you're interested in Perch Group and how your skills can contribute to their investment team. Mention your experience with financial analysis and client engagement.

    Highlight Technical Skills: Given the emphasis on tools like Python, SQL, and Excel, ensure you clearly outline your proficiency in these areas. Provide examples of how you've used these skills in previous roles to analyse data or support investment decisions.

    Prepare for Interviews: Anticipate questions related to your analytical skills and experience in investment management. Be ready to discuss specific projects or challenges you've faced, and how you approached them. Show your understanding of the financial sector and the importance of due diligence in investment.

    How to prepare for a job interview at Perch Group

    Showcase Your Analytical Skills

    As a Senior Investment Analyst, your ability to analyse data is crucial. Be prepared to discuss specific examples of how you've used analytical tools or models, like the Markov Chain Monte Carlo simulation, in previous roles. Highlight your experience with large data sets and how you derived insights from them.

    Communicate Confidently

    You'll be engaging with senior management and external stakeholders, so it's important to demonstrate strong communication skills. Practice articulating your thoughts clearly and confidently, especially when discussing complex financial concepts. Consider preparing a few key points about your past experiences that showcase your ability to communicate effectively.

    Demonstrate Your Attention to Detail

    Attention to detail is vital in investment analysis. During the interview, provide examples of how your meticulous nature has positively impacted your work. You might want to mention instances where your thoroughness helped avoid potential pitfalls or led to successful outcomes in previous projects.

    Prepare for Technical Questions

    Expect technical questions related to finance, investment strategies, and possibly even coding if you're familiar with Python or SQL. Brush up on key financial concepts and be ready to solve problems on the spot. This will show your preparedness and capability to handle the technical demands of the role.

    Senior Investment Analyst
    Perch Group
    Location: Manchester

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