Investment Associate (Family office | Private equity)

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

Job summary

A prominent European family office is seeking an Investment Associate to join its expanding team in Plymouth. The ideal candidate should possess 18-24 months of M&A investment banking experience and the ability to support various investment initiatives. With the focus shifting toward renewable energy markets, this role offers a unique opportunity to contribute to strategic decision-making and portfolio management in a dynamic environment.

Qualifications

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

Responsibilities

• Assist in sourcing, evaluating, and executing private and public investment opportunities.
• Conduct financial modelling, valuation analysis, and due diligence on potential investments.
• Perform market, sector, and competitive research to support investment theses.

Skills

Analytical skills

Financial modeling

Detail-oriented

Market research

Job description

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Investment Associate (Family office | Private equity), Plymouth

Client:

Pearse Partners

Location:

Plymouth, 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 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.