Special Situations Investment Associate/Senior Associate

JR United Kingdom; London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading company in the private credit fund sector is seeking a Special Situations Investment Associate/Senior Associate in London. This hands-on role involves deal execution, financial modelling, and managing relationships with operating partners. The ideal candidate will have 3–5 years of relevant experience in investment banking or private equity, with strong analytical and project management skills.

Qualifications

• 3–5 years’ experience in transaction services, investment banking, private equity, or corporate finance.
• Proven experience in deal structuring and underwriting.
• Familiarity with European tax and legal frameworks.

Responsibilities

• Support execution of new investments and lead due diligence.
• Build and maintain advanced financial models.
• Draft and review key documentation for deals.

Skills

Advanced Excel

Financial modelling

Project management

Communication

Analytical skills

Interpersonal skills

Job description

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Special Situations Investment Associate/Senior Associate, London

Client: Finatal

Location: London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views: 2

Posted: 23.05.2025

Expiry Date: 07.07.2025

Job Description:

Special Situations Investment Associate/Senior Associate, Private Credit Fund

Location: London

The Opportunity:

Finatal is working with a sought-after European Private Credit fund looking for an enthusiastic individual to join the investment team. This is a hands-on, execution-focused role that offers exposure across the full investment lifecycle — from deal evaluation and structuring through to ongoing asset management and exit.

Responsibilities:

• Support execution of new investments originated by senior team members
• Lead detailed financial and commercial due diligence
• Coordinate deal structuring and JV arrangements, including cap stack design (equity and debt)
• Build and maintain advanced financial models, including sensitivities and scenario analysis
• Interface with tax advisers and legal counsel to align deal structures with regulatory, tax, and operational requirements
• Draft and review key documentation (SPAs, CP lists, term sheets, closing deliverables)
• Prepare high-quality investment materials for the Investment Committee
• Oversee execution workflows, approvals, closing steps, and checklists
• Work with internal stakeholders (finance, legal, asset management) and external partners to support ongoing management of portfolio companies
• Build strong relationships with operating partners and management teams to help execute business plans
• Manage the realization of maturing investments, ensuring value is maximized and exits are executed efficiently
• Support broker dialogue and exit preparation (including IC materials and data room management)

Requirements:

Candidate Profile:

• 3–5 years’ experience in transaction services, investment banking, private equity, or corporate finance
• Proven experience in deal structuring and underwriting
• Advanced Excel and financial modelling skills
• Familiarity with European tax and legal frameworks
• Able to manage multiple deals at different stages, juggling timelines and priorities
• Highly organized with excellent project management capabilities
• Strong communicator and confident team player — able to take initiative and operate independently
• Additional European language (particularly German) is a strong advantage
• Excellent analytical modelling and written communication skills
• Highly attentive to detail and accuracy
• Ability to engage and challenge stakeholders constructively
• Strong interpersonal skills with the ability to build internal and external relationships
• Self-starter with a collaborative mindset and commitment to continuous improvement
• Strong alignment with the fund’s values, including diversity, inclusion, and ESG principles