Investment Associate (Family office | Private equity)

JR United Kingdom; Bournemouth; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading family office is seeking an Investment Associate to assist in their expanding investment portfolio in renewable energy markets. Ideal candidates will have experience in M&A investment banking and strong analytical skills, contributing to sourcing and evaluation of investment opportunities with a focus on strategic initiatives.

Qualifications

• 18-24 months of experience in M&A investment banking at a leading financial institution.
• Strong analytical and financial modelling skills.
• High degree of integrity and intellectual curiosity.
• Self-starter capable of working in a lean, entrepreneurial environment.

Responsibilities

• Assist in sourcing, evaluating, and executing investment opportunities.
• Conduct financial modelling, valuation analysis, and due diligence.
• Prepare investment committee materials and conduct market research.

Skills

Analytical skills

Financial modelling

Detail-oriented

Sound judgment

Job description

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Investment Associate (Family office | Private equity), Bournemouth

Client:

Pearse Partners

Location:

Bournemouth, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

Job Views:

4

Posted:

04.06.2025

Expiry Date:

19.07.2025

Job Description:

We are working with a European family office to place an investment professional into their London-based team. The family office has a strong record in industrials, infrastructure, and is beginning to expand their portfolio in the renewable energy markets.

The ideal candidate would have closed deals across Europe with exposure to the sectors mentioned above.

Our client is willing to sponsor candidates; however, they will not relocate professionals.

Key Responsibilities

• Assist in sourcing, evaluating, and executing private and public investment opportunities
• Conduct financial modelling, valuation analysis, and due diligence on potential investments
• Prepare investment committee materials and internal decision-making support
• Perform market, sector, and competitive research to support investment theses
• Engage with fund managers and co-investment partners as part of the firm’s private markets strategy
• Support portfolio monitoring and contribute to strategic initiatives across existing holdings

Key Qualifications

• 18-24 months of experience in M&A investment banking at a leading financial institution
• Strong analytical and financial modelling skills; detail-oriented with sound judgment
• High degree of integrity, intellectual curiosity, and a long-term investment mindset
• Self-starter capable of working in a lean, entrepreneurial environment