Role details

Investment Associate

Birmingham   •   £45,000 - £50,000   •  Permanent

Bullet points

  • Investment Associate required for Independent Investment Fund
  • Investment Associates will contribute to overall investment activity

About Our Client

independent investment company with £2.5 billion to invest in growing smaller and medium sized UK businesses that need long-term capital to drive their future success. Funded by five of the UK's main banking groups, this business can invest off its own balance sheet and act quickly for the right opportunities.

Job Description

Assist in the initial screening of applications made. Communicate directly with applicants and understand the fit with investment mandate and the potential attractiveness of the investment opportunity. Refer to senior investment staff or provide feedback to the applicant as appropriate.

Assist in the research and identification of potential candidates for investment.

Support senior investment staff at marketing events for intermediaries and prospective investments

Monitor the financial news and market and regulatory changes that may affect existing or prospective investments.

Maintain investment information on the CRM system and relevant databases.

Start to build and actively maintain a network of local contacts in banks, accountancy firms, corporate finance advisors and lawyers.

Perform other duties as required by senior Investment staff

The Successful Applicant

University graduate with;

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

Good communication skills including the ability to present effectively

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

Highly advanced Microsoft Office user


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

Experience gained within financial or investment fund environment

ACA or similar qualification

Advanced spread sheet and financial modelling skills

What's on Offer

up to £55,000

Apply for this job

Click the Apply or LinkedIn button below or contact Louise O'Donoghue on +44 121 634 6920 quoting job reference 13433853
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