Investment Associate

SRG; Sedgefield; Hybrid; GBP 40,000 - 52,000; Full time

Job summary

A dynamic investment firm is looking for an Investment Associate to join their team in Sedgefield. This role involves researching investment opportunities, managing investor relations, and supporting senior management. Candidates should have a strong background in strategic marketing or investment analysis. A degree in a relevant field is required, alongside excellent data analysis skills.

Qualifications

• Significant experience in strategic marketing, finance, or investment analysis.
• Demonstrable knowledge of early-stage technology investing.
• Proven ability to present clear, actionable business recommendations.

Responsibilities

• Research and analyse the private investment community.
• Support relationship management with investors and partners.
• Assist with portfolio oversight and evaluation of new investment opportunities.

Skills

Strategic marketing

Investment analysis

Data analysis

Communication skills

Collaboration

Education

Degree or master’s in a relevant discipline

Tools

Excel

MS Office 365

Job description

Job Title: Investment Associate

Salary: £40,000 – £52,000 per annum (dependent on experience)

Employment Type: Full-Time, Permanent

Location: Hybrid – Sedgefield

An exciting opportunity has arisen for an Investment Associate to join a growing team focused on investor engagement and venture development. As part of a small, agile, and motivated group, the successful candidate will play a key role in connecting private investors with high-growth, early-stage technology companies.

The mission is to drive innovation and investment across the UK economy through strategic partnerships and the development of new ventures.

The Role

Reporting to the Head of Investor Partnerships, the Investment Associate will be responsible for:

• Researching and analysing the private investment community to inform business development activities.
• Supporting relationship management with investors and partners.
• Assisting senior management with portfolio oversight and evaluation of new investment opportunities.
• Preparing investor briefings, due diligence reports, and investment committee materials.
• Using internal tools and frameworks to assess investment opportunities.
• Recommending and improving processes for tracking key performance metrics.

Essential Requirements

• Qualified to degree or master’s level (or equivalent) in a Scientific, Engineering, or Business-related discipline such as Marketing, Finance, or Economics.
• Significant experience in strategic marketing, finance, or investment analysis.
• Demonstrable knowledge of early-stage technology investing.
• Proven ability to analyse complex data and present clear, actionable business recommendations.
• Strong collaboration and communication skills, with experience working in cross-functional teams.
• Proficiency in Excel and MS Office 365, with strong data analysis and presentation abilities.

Desirable Experience

• Background in venture capital, family offices, or high-net-worth investor networks.
• Experience within innovation, R&D, or technology commercialisation environments.
• Knowledge of the UK innovation and investment ecosystem.
• Experience with data automation tools (e.g. Excel VBA, Python, Microsoft Flow).

Why Join?

This is a fantastic opportunity for a proactive, analytical professional seeking to contribute to the growth of innovative businesses and the wider UK investment landscape. You’ll work alongside experienced investors and innovators in a dynamic and supportive environment.