This Job Vacancy has Expired!

Investment Associate - Family Office

Posted on Aug 1, 2019 by CV-Library

London, United Kingdom
Customer Service
Immediate Start
£60k - £80k Annual
Assist with the valuation and execution of transactions for the firm along with ongoing portfolio management. At the Associate level, the successful candidate will play a key role in strategic decision making for portfolio companies.

Client Details

Our client is a lean and well capitalised family office with a "Buy & Build" growth equity strategy. They typically invest across IT services, fintech, property and healthcare within the UK.


Assisting with valuation and execution of investments and bolt-on acquisitions

Conducting detailed financial modelling and due diligence support

Assist with the reporting on all existing investments

Support the creation/delivery of investment committee papers and investment meetings

Support the directors with ongoing portfolio management


Corporate Finance transaction experience, ideally alongside a financial sponsor

Exposure to public equities or property investments is an advantage

Strong financial modelling and valuation skillset

ACA, CFA, or MBA qualification is advantageous

Strong written and verbal communication

Job Offer

Offer to work for a well-capitalised and diverse family office with a broad range of responsibilities

Reference: 210424536