Investment Associate (Family office | Private equity)

JR United Kingdom; Cardiff; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company in Cardiff is seeking an Investment Associate to join their team focused on private equity and asset management. This role involves sourcing and evaluating investment opportunities, conducting financial analysis, and collaborating on strategic initiatives. The ideal candidate will have practical experience in M&A from a reputable institution and possesses strong analytical skills essential for success in a fast-paced environment.

Qualifications

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

Responsibilities

• Assist in sourcing, evaluating, and executing investments.
• Conduct financial modelling, valuation analysis, and due diligence.
• Prepare investment committee materials for decision-making.

Skills

Analytical skills

Financial modelling

Detail-oriented

Sound judgment

Integrity

Intellectual curiosity

Entrepreneurial mindset

Job description

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Investment Associate (Family office | Private equity), Cardiff

Client:

Pearse Partners

Location:

Cardiff, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

Job Views:

5

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 and infrastructure and is beginning to expand their portfolio into 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 support internal decision-making
• 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

Demonstrated interest in principal investing, private equity, or asset management.