Investment Associate (Family office | Private equity)

JR United Kingdom; Southampton; On-site; GBP 40,000 - 65,000; Full time

Job summary

A well-established family office in Southampton seeks an Investment Associate to support their expanding portfolio, particularly in renewable energy markets. The ideal candidate will bring 18-24 months of M&A investment banking experience and strong analytical and financial modelling skills.

Qualifications

• 18-24 months of experience in M&A investment banking at a leading financial institution.
• Demonstrated interest in principal investing, private equity, or asset management.

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.

Skills

Analytical skills

Financial modelling skills

Detail-oriented

Sound judgment

Self-starter

Intellectual curiosity

Job description

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Investment Associate (Family office | Private equity), Southampton

Client: Pearse Partners

Location: Southampton, United Kingdom

Job Category: Other

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, infrastructure, and is beginning to expand their portfolio in 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

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