Portfolio and Investment Analyst

TN United Kingdom; London; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Portfolio and Investment Analyst in London. This role involves supporting the Investment Director with deal appraisals, due diligence, and portfolio monitoring. The successful candidate will coordinate operational processes and engage with personnel in investee companies. Strong numerical skills, effective communication, and organizational abilities are essential for success in this position. Join a prestigious business school known for its excellence in research and education, and contribute to a £15m fund focused on early-stage investments. If you are passionate about finance and eager to make an impact, this opportunity is for you.

Qualifications

• Educated to degree level with strong numerical background.
• Experience in investment or commercial analyses is essential.

Responsibilities

• Assist with new deal appraisal and due diligence.
• Organize monthly Investment Committee meetings.

Skills

Numerical Analysis

Data Analysis

Communication Skills

Organizational Skills

Investment Analysis

Education

Degree Level Education

Job description

Social network you want to login/join with:

Portfolio and Investment Analyst, London

Client:

City, University of London

Location:

London, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

fe18a25af138

Job Views:

11

Posted:

26.04.2025

Expiry Date:

10.06.2025

Job Description:

Background

Bayes Business School (formerly Cass) has an established reputation for excellence in both business research and education. The school and its programmes are consistently ranked among the best in the world.

Within the Business School, The Peter Cullum Centre for Entrepreneurship encourages entrepreneurship through teaching, research and advisory support. One of its key activities is the management of the Bayes Entrepreneurship Fund, a £15m fund which makes early stage investments into growth companies.

Responsibilities

The postholder will report to the Investment Director. Working closely with the Investment Director and Investment Manager, you will assist with new deal appraisal, due diligence and portfolio monitoring. You will coordinate operational and administrative processes and liaise with personnel in current and prospective investee companies. You will organise monthly Investment Committee meetings and maintain social media accounts.

Person Specification

You will be educated to degree level, have a strong numerical background, and experience of investment or commercial analyses. Knowledge of the UK venture capital sector would be desirable. You should be a strong communicator and a good organiser, with the ability to conduct data analysis, write and present reports.

Please see the full job description for details.