Investment Analyst

Westgrove Partners Ltd; London; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading London-based Family Office is seeking an exceptional Investment Analyst to join their dynamic investment team. This role offers a unique opportunity to engage in significant responsibilities within private equity and public equities, with a strong focus on financial modeling, due diligence, and deal execution. The ideal candidate will demonstrate outstanding analytical and communication skills, ready to contribute in a collaborative and fast-paced environment.

Qualifications

• Degree holder with previous experience at a Top-Tier Investment Bank.
• Minimum of 1-2 years’ professional experience.
• High proficiency in financial analysis and modelling.

Responsibilities

• Assist with financial modeling and investment analysis.
• Manage due diligence processes and synthesize findings.
• Support deal execution and portfolio management.

Skills

Financial Analysis

Modelling

Communication

Analytical Skills

Client Management

Education

Degree from Top-Tier Investment Bank

Job description

1 month ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Sign in to access AI-powered advices

Continue with Google Continue with Google

Continue with Google Continue with Google

Continue with Google Continue with Google

Continue with Google Continue with Google

Continue with Google Continue with Google

Continue with Google Continue with Google

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.

Job Description

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;
• 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; and
• 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.
• 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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

Referrals increase your chances of interviewing at Westgrove by 2x

Sign in to set job alerts for “Investment Analyst” roles.

Continue with Google Continue with Google

Continue with Google Continue with Google

2025 Investment Banking - EMEA Investment Banking Analyst – Join our Talent Pool

London, England, United Kingdom 4 days ago

London, England, United Kingdom 1 month ago

London, England, United Kingdom 6 months ago

London, England, United Kingdom 1 week ago

Investment Manager, Consumer Private Equity & Portfolio Management, London

Investment Specialist Trainee (Investment 20/20 Program)

London, England, United Kingdom 2 weeks ago

Equity Research Analyst - International Consumer

London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 week ago

Associate/Senior Associate, Investment (Public Markets) (London Based)

London, England, United Kingdom 3 weeks ago

Investment Professional – Renewable Energy (Central Eastern Europe Focus)

Credit Risk Analyst - London (Hybrid working) - £60k - £70k - (Lending/ trade finance / capital markets)

Special Situations Investment Professional - Multi $ Firm - London

Associate - Real Estate Investment and Asset Management

London, England, United Kingdom 12 hours ago

Senior Equity Analyst - Quantitative Hedge Fund

London, England, United Kingdom 1 week ago

Asset & Wealth Management - Client Communications Analyst/Associate - London

London, England, United Kingdom 1 week ago

Associate Director, Private Equity Fund Investments, Secondaries (Dubai Based)

London, England, United Kingdom 3 months ago

London, England, United Kingdom 4 weeks ago

TMT M&A - Senior Analyst/Junior Associate - London

London, England, United Kingdom 1 day ago

Investment Operations Alternative Assets

London Area, United Kingdom
£80,000.00
-
£95,000.00
7 hours ago

London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 4 months ago

Associate 1 - 3 Restructuring team leading investment bank (£105k - £135k Plus Bonus)

London Area, United Kingdom £105,000 - £135,000 12 hours ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.