Investment Analyst / Associate - Private Equity

AS Equity Partners; Greater London; Hybrid; GBP 50,000 - 75,000; Full time

Benefits offered by this job

Private Healthcare Plan

Pension Plans

Hybrid Working

Training & Development

Job summary

AS Equity Partners in London is seeking an Investment Analyst/Associate to screen potential opportunities, build financial models, and support due diligence and deal execution across a growing private equity pipeline.

You will work closely with senior professionals on valuation, deal structuring, and portfolio performance, with a hybrid working model and a focus on value creation for portfolio companies.

Qualifications

• 1–6 years of experience in private equity, investment banking and/or strategy consulting.
• Bachelor’s degree in Finance, Accounting, Economics, Business, a related field or STEM; MBA/CFA/ACA/CPA or equivalent preferred.
• Strong integrated financial and LBO modelling, valuation, and financial statement and KPI analysis.
• Good understanding of accounting, transaction structures and debt financing.
• Advanced Excel and PowerPoint skills.
• Proficiency in Capital IQ, PitchBook, FactSet, Bloomberg or similar platforms.
• Fluent English; a good command of one or two other European languages preferred.
• Strong analytical and problem-solving skills, attention to detail, sound commercial judgement, high ownership, clear communication.

Responsibilities

• Origination and research: screen investment opportunities, conduct company, sector and thematic research, maintain CRM and deal pipeline.
• Investment analysis: build integrated financial models, valuation analyses, return calculations and sensitivity scenarios.
• Due diligence: coordinate commercial, financial, legal, tax and operational due diligence, manage data rooms, trackers and timelines.
• Transaction execution: support acquisition, financing, refinancing and exit processes, prepare investment memoranda and materials.
• Portfolio management: monitor performance against budgets and investment plans, prepare monthly and quarterly reporting.

Skills

Fluent English

Analytical skills

Attention to detail

Strong communication

Education

Bachelor’s degree in Finance/Accounting/Economics/Business/STEM

MBA/CFA/ACA/CPA or equivalent preferred

Tools

Capital IQ

PitchBook

FactSet

Bloomberg

Excel

PowerPoint

Job description

Key Responsibilities

• Origination and research: screen and assess investment opportunities, conduct company, sector and thematic research, prepare market maps and comparable analyses, and maintain the CRM and deal pipeline.
• Investment analysis: build integrated financial models, valuation analyses, return calculations and sensitivity scenarios, and identify the key drivers and risks of each investment case.
• Due diligence: coordinate commercial, financial, legal, tax and operational due diligence, manage data rooms, trackers and timelines, and incorporate findings into the model and investment case.
• Transaction execution: support acquisition, financing, refinancing and exit processes, prepare investment memoranda, offer letters and Investment Committee materials, and work with legal counsel, lenders, consultants and management teams.
• Portfolio management: monitor performance against budgets and investment plans, prepare monthly and quarterly reporting, maintain valuation and return models, and support value creation initiatives with portfolio company management.

Role Levels

• Investment Analyst: works under the direction of senior investment professionals. Owns defined workstreams, prepares initial analysis and drafts, and identifies and escalates key risks and issues.
• Investment Associate: takes independent ownership of transaction workstreams and external advisers. Formulates investment views, reviews and challenges models and assumptions, presents recommendations to the Investment Committee, develops the value creation plan, works directly with portfolio company management, builds relationships with intermediaries, supports fundraising and LP engagement, and reviews and guides the work of junior team members.

Requirements

• 1–6 years of experience in private equity, investment banking and/or strategy consulting, 1–6 typically 1–4 years for Investment Analyst and 3–6 years for Investment Associate.
• Bachelor’s degree in Finance, Accounting, Economics, Business, a related field or STEM. An MBA, CFA, ACA/CA, CPA or equivalent is preferred.
• Strong integrated financial and LBO modelling, valuation, and financial statement and KPI analysis.
• Good understanding of accounting, transaction structures and debt financing.
• Advanced Excel and PowerPoint skills.
• Proficiency in Capital IQ, PitchBook, FactSet, Bloomberg or similar platforms.
• Fluent English. A good command of one or two other European languages is preferred.
• Strong analytical and problem-solving skills, attention to detail, sound commercial judgement, high ownership, clear communication, resilience under pressure, a collaborative approach and high integrity.

Benefits

• Private Healthcare Plan
• Pension Plans
• Hybrid Working
• Training & Development