Investment Associate

Michael Page Finance
12 Nov 2017
16 Nov 2017
Contract Type
Full Time

Investment Associates will contribute to overall investment activity by supporting the evaluation process for new investment applications, monitoring of existing investments and providing general support to the activity of senior Investment team members.

Client Details

Our client is the UK and Ireland's most active investor in small and medium-sized companies. An established and independent company they have £2.5bn to support a range of growing companies; at early stage, growth stage and quoted, across every region and sector of the economy.


Support the investment team in the preparation of research and analysis on prospective investments to develop an increased understanding of key investment risks and value drivers.

Assist in the production of key investment outputs including offer letters, heads of terms, investment papers, presentation documents and non-disclosure agreements.

Use financial models and valuation techniques to support the investment team in assessing potential valuations, funding requirements and funding structures for prospective investee companies.

Assess financial information and forecasts for prospective investments. Highlight risk areas and areas to understand more fully in due diligence.

Assist in the research and identification of potential candidates for investment

Support senior investment staff at marketing events for intermediaries and prospective investee companies.


ACA or similar qualification

Good ability to carry out general and financial research, analyse and evaluate

Excellent communication skills including the ability to present effectively and build rapport

Good knowledge in current affairs, business, and an appreciation of their impact on the market

Highly advanced Microsoft Office user

Advanced spread sheet and financial modelling

Knowledge of or aptitude for the private equity/growth capital industry

Experience gained within financial or investment fund environment

Job Offer

Excellent package and progression opportunities