Investment Associate - Tier 1 Growth & Private Equity

Brock & Decker; Greater London; On-site; GBP 90,000 - 120,000; Full time

Job summary

Brock & Decker in London is seeking an Investment Associate for Growth Equity, focusing on data and business services alongside financial services. You will operate across the full investment lifecycle, including sourcing, modeling, due diligence and deal execution within a fast-paced team.

The role requires 4-6 years of relevant experience from a top-tier IB or private equity setting, strong financial modelling and M&A experience, and an interest in fragmented sectors where buy-and-build value

Qualifications

• 4-6 years of relevant professional experience from Tier 1 IB
• Training from a leading investment bank, private equity fund or similarly rigorous transaction environment
• Strong financial modelling, valuation and analytical skills
• Experience working on M&A transactions
• An excellent academic record
• Clear and confident written and verbal communication skills
• Genuine interest in data and business services
• Interest in fragmented sectors where value can be created through buy-and-build strategies

Responsibilities

• Identifying and evaluating new investment opportunities
• Screening companies and assessing market attractiveness
• Developing sector theses and mapping fragmented markets
• Supporting proprietary sourcing and direct engagement with business owners
• Building detailed financial and investment models
• Conducting commercial, financial and operational analysis
• Coordinating due diligence processes with external advisers
• Preparing investment committee materials
• Supporting transaction structuring, negotiation and execution
• Working closely with portfolio company management teams
• Assessing and executing bolt-on acquisitions
• Monitoring portfolio company performance and strategic initiatives

Skills

Financial modelling

Valuation

M&A transactions

Analytical thinking

Communication skills

Job description

Investment Associate – Growth & Private Equity - Data & Business Services + Fin Services

Location: London

The Opportunity

A Tier 1 global private equity fund, founded in the United States and managing close to $50 billion in assets, is looking to add an Investment Associate to its Growth Equity team in London.

This is a demanding role within an exceptionally active investment team. The successful candidate must be prepared for a high-intensity working environment, long hours and multiple live workstreams. The team is actively deploying capital while simultaneously evaluating new opportunities and executing acquisitions for existing portfolio companies.

The role will suit someone who is genuinely hard-working, resilient under pressure and motivated by significant responsibility and a steep learning curve.

The team invests in high-growth data and business services companies, with a particular focus on:

• Data, information and technology-enabled services
• Wealth management and independent financial advisory businesses
• Insurance services and distribution
• Accounting and professional services
• Buy-and-build investment strategies

The Role

The Associate will work across the complete investment lifecycle, combining new platform investments with an active programme of bolt-on acquisitions.

Responsibilities will include:

• Identifying and evaluating new investment opportunities
• Screening companies and assessing market attractiveness
• Developing sector theses and mapping fragmented markets
• Supporting proprietary sourcing and direct engagement with business owners
• Building detailed financial and investment models
• Conducting commercial, financial and operational analysis
• Coordinating due diligence processes with external advisers
• Preparing investment committee materials
• Supporting transaction structuring, negotiation and execution
• Working closely with portfolio company management teams
• Assessing and executing bolt-on acquisitions
• Monitoring portfolio company performance and strategic initiatives

The Associate will receive substantial exposure to senior investment professionals, management teams, founders and external advisers. Given the team’s current level of activity, the individual will be expected to contribute meaningfully from the outset.

Candidate Profile

The successful candidate is likely to have:

• Approximately 4-6 years of relevant professional experience form Tier 1 IB
• Training from a leading investment bank, private equity fund or similarly rigorous transaction environment
• Strong financial modelling, valuation and analytical skills
• Experience working on M&A transactions
• An excellent academic record
• Clear and confident written and verbal communication skills
• Genuine interest in data and business services
• Interest in fragmented sectors where value can be created through buy-and-build strategies

Experience in wealth management, insurance, accounting, financial services or technology-enabled business services would be particularly relevant, although it is not essential.

Personal Characteristics

The team is looking for someone who is:

• Exceptionally hard-working and willing to work long hours when transactions require it
• Comfortable operating under pressure and managing competing priorities
• Highly organised, responsive and attentive to detail
• Commercially curious and able to develop an informed investment perspective
• Proactive and comfortable taking ownership
• Collaborative, low-ego and effective within a close-knit team
• Motivated by a busy, transaction-led environment