Investment Analyst (London Area)
Investment Analyst (London Area)

Investment Analyst (London Area)

London Part-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our investment team to analyse and execute impactful investment opportunities.
  • Company: Westgrove is a dynamic Family Office with a proven track record in alternative investments.
  • Benefits: Enjoy a collaborative culture, significant deal responsibility, and the chance to shape your career.
  • Why this job: Accelerate your career in finance while working on diverse investment projects with a supportive team.
  • Qualifications: Degree holder with 1-2 years' experience in investment banking and strong analytical skills.
  • Other info: Ideal for self-motivated individuals eager to make a real impact in a fast-paced environment.

The predicted salary is between 43200 - 72000 £ per year.

A London-based Family Office are looking for an exceptional Investment Analyst to join their growing investment team.

About Us

Westgrove was established in 2012 by founding partners who exited a specialised long/short hedge fund, managing a multi-billion AUM and generating c.20% net annualised returns over a decade-plus horizon. Leveraging this lineage, the firm’s strategic mandate is to deliver institutional-calibre asset management and investment capabilities to a select number of families and their corporates globally. The firm has consistently generated alpha through strategically executed, operationally focused investments across both private and public equities. They maintain a sector-agnostic investment mandate, enabling capital deployment across diverse verticals including technology, healthcare, industrials, and consumer sectors. The firm’s organizational structure facilitates operational efficiency and minimal hierarchy, providing investment team members with significant deal responsibility and P&L impact.

This is an exceptional opportunity for a high-calibre professional to take on wide ranging, impactful responsibilities and to develop a well-rounded career as a future leader at Westgrove. We are seeking an analytical, results-oriented professional who wants to accelerate their career in alternative investments. An Investment Analyst performs a key role within our transaction team, with comprehensive exposure to:

  • Private equity transaction execution;
  • Portfolio management;
  • Value creation initiatives; and
  • Public equities investing.

Job Responsibilities

  • Financial Modelling & Investment Analysis – assist with development of comprehensive financial models employing LBO, DCF, and comparable company methodologies to evaluate investment opportunities and projected returns. Coordinate actions in line with changes made by the Investment Committee.
  • Due Diligence Management – assist on comprehensive due diligence processes, synthesise financial performance, operational capabilities, and market positioning into concise investment recommendations.
  • Deal Execution – support transaction structuring, term sheet negotiation, and documentation processes.
  • Portfolio Management – deliver regular financial analysis and operational KPI evaluation for portfolio companies. Act as a key liaison with relevant parties to track and report quarterly performance, alongside preparation of investor marketing materials.
  • Material Preparation – support on drafting presentation materials for use in M&A and capital markets transactions or strategic client dialogue. Conduct data collection and analysis and prepare investment committee materials.
  • Sourcing & Idea Generation – assist with public securities idea generation and cultivate private equity deal origination capabilities.
  • Project Management – drive operational improvements and support on subsequent deployment across the Firm. Handle related enquiries and liaise with the wider team.

Skills and Requirements

  • Degree holder with previous experience at a Top-Tier Investment Bank;
  • Minimum of 1-2 years’ professional experience (excluding internships etc);
  • Experience in dealing with clients and other transactional advisors;
  • Proficient in building pitch decks and other presentation materials;
  • High proficiency in financial analysis and modelling.

First class numerical and analytical skills, with very good attention to detail. Entrepreneurial drive, as well as commercial awareness and acumen. Superb English, proof-reading skills, exceptional attention to detail whilst always maintaining the highest standards. Confidence in working across time zones. High degree of emotional intelligence alongside exceptional communication and interpersonal skills, both written and verbal. Comfortable in a client-facing role. Desire to work in a collegiate and dynamic team, to be a true team player with a ‘roll up your sleeves’ attitude. Collaborative with a can-do mindset. Intellectually curious with a passion for understanding global politics and finance. Self-motivated and driven.

Investment Analyst (London Area) employer: Westgrove

Westgrove is an exceptional employer located in the heart of London, offering a dynamic work culture that fosters collaboration and innovation. With a strong focus on employee growth, the firm provides ample opportunities for professional development and significant deal responsibility, allowing Investment Analysts to make a real impact on the firm's success. The unique advantage of working at Westgrove lies in its sector-agnostic investment approach and operational efficiency, ensuring that team members are engaged in diverse and meaningful projects while enjoying a supportive and collegiate environment.
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Contact Detail:

Westgrove Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Analyst (London Area)

✨Tip Number 1

Network with professionals in the investment sector, especially those who have experience in family offices or alternative investments. Attend industry events, webinars, and meetups to connect with potential colleagues and mentors who can provide insights and possibly refer you to opportunities at Westgrove.

✨Tip Number 2

Stay updated on current trends in private equity and public markets. Follow relevant news sources, subscribe to financial newsletters, and engage in discussions on platforms like LinkedIn to demonstrate your knowledge and passion for the industry during interviews.

✨Tip Number 3

Prepare to discuss specific financial models and analysis techniques that are relevant to the role, such as LBO and DCF methodologies. Being able to articulate your understanding and experience with these concepts will set you apart from other candidates.

✨Tip Number 4

Showcase your ability to work collaboratively by sharing examples of past team projects where you contributed significantly. Highlight your interpersonal skills and how you effectively communicated with clients and team members, as this is crucial for a role that involves liaising with various stakeholders.

We think you need these skills to ace Investment Analyst (London Area)

Financial Modelling
Investment Analysis
Due Diligence Management
Deal Execution
Portfolio Management
Presentation Skills
Data Collection and Analysis
Project Management
Numerical Skills
Analytical Skills
Attention to Detail
Commercial Awareness
Emotional Intelligence
Communication Skills
Interpersonal Skills
Client Management
Team Collaboration
Self-Motivation
Intellectual Curiosity

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in investment analysis, financial modelling, and portfolio management. Use specific examples that demonstrate your analytical skills and attention to detail.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for alternative investments and your understanding of the firm's strategic mandate. Mention how your previous experiences align with the responsibilities outlined in the job description.

Highlight Relevant Skills: Emphasise your proficiency in financial analysis and modelling, as well as your ability to build pitch decks. Include any experience you have with due diligence processes and client interactions.

Proofread Your Application: Before submitting, thoroughly proofread your application materials. Ensure there are no grammatical errors and that your documents maintain a professional tone, reflecting your superb English and attention to detail.

How to prepare for a job interview at Westgrove

✨Showcase Your Analytical Skills

As an Investment Analyst, your analytical prowess is key. Be prepared to discuss specific examples of financial models you've built or investment analyses you've conducted. Highlight your experience with methodologies like LBO and DCF, as this will demonstrate your technical competence.

✨Demonstrate Your Due Diligence Experience

The role involves comprehensive due diligence management. Share instances where you've synthesised financial performance and operational capabilities into concise recommendations. This will show your ability to distil complex information into actionable insights.

✨Prepare for Client-Facing Scenarios

Given the client-facing nature of the role, be ready to discuss how you've dealt with clients or transactional advisors in the past. Emphasise your communication skills and emotional intelligence, as these are crucial for building relationships and negotiating terms.

✨Exhibit Your Team Player Attitude

Westgrove values a collaborative spirit. Prepare to talk about your experiences working in teams, especially in dynamic environments. Highlight your 'roll up your sleeves' attitude and how you contribute to team success, as this aligns with their organisational culture.

Investment Analyst (London Area)
Westgrove
W
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