Investment Analyst - Boutique Private Equity House

Barribal Associates Ltd.
17 May 2017
16 Jun 2017
Contract Type
Full Time

I am delighted to be working once again with this boutique investment business that takes active positions in small and mid-cap UK companies. They have built a unique reputation as they act as a catalyst for change on behalf of shareholders. The company has an outstanding record of delivery and multiple returns.

Three years ago I placed their Finance Director with them, last year their Financial Controller and now they are looking for an Investment Analyst to join the firm. This is a newly created position based at the London Head Office. The ideal candidate will be a capable self-starter who communicates well and is naturally highly organised. The role requires strong strategic and business judgment, rigorous analytical thinking, and compelling presentation of opportunities to engage stakeholders.

Whilst the scope of the business is sizeable, the immediate office environment is small. The successful candidate will have the flexibility and positive approach that working in a small team requires.

Your responsibilities will include, but not be limited to:

  • Origination of investments - carrying out an initial investment analysis
  • Prepare investment materials for investment committee
  • Company and market research
  • Financial monitoring of portfolio companies

Skills required:

  • Highly numerate
  • Detailed financial analysis
  • Excel modelling
  • Attention to details
  • Strategic and business judgement

You will be qualified either as an ACA from the profession or as a CIMA from industry with experience of detailed financial modelling and analysis. Alternatively, we would consider an individual from a "Buy Side" Investment background looking to make a positive step change to their work/life balance. Exposure to valuation and private equity deal processes is of benefit but not essential.

Most important, is your desire to take ownership of your work and to consistently challenge yourself to deliver a best in class service to your stakeholders. This is an excellent opportunity to gain exposure to a first class investment house and work amongst a group of inspirational and high calibre business leaders.

Barribal Associates and the organisations it represents are fully committed to equal opportunities and encourage applications from any age, disability, gender, marital status, race, nationality, religion or sexual orientation.