Finatal are partnered with an exciting private investor looking for an investment analyst/associate to join their expanding team. The firm prioritises long-term partnerships with entrepreneurs and growth companies, investing across the capital structure in both private equity and private debt.
This is a rare opportunity to join a dynamic and entrepreneurial team during an exciting growth phase. You will gain exposure to a wide range of transaction types, sectors, and asset classes, while working directly with senior management, investors, and portfolio companies.
The Role
- Supporting the origination, structuring, negotiation, and execution of investment transactions and advisory mandates.
- Conducting market and competitor analysis, preparing financial models and valuation analyses to support investment decisions.
- Drafting investment memoranda and other materials for internal and external stakeholders.
- Engaging with clients, investors, and management teams across varied sectors.
- Contributing to portfolio monitoring and investment strategy discussions.
- Assisting in the development of content and materials for client and strategic meetings.
The Requirements
- 2–3 years’ experience in asset management or transaction services (FDD experience is essential).
- Strong academic background (graduate or above), with professional qualifications such as ACA, CFA, CIMA, or MBA preferred.
- Advanced financial modelling and analytical capability, with the ability to assess financial performance and valuation.
- Excellent written and verbal communication skills, with the ability to present analysis concisely and persuasively.
- Entrepreneurial mindset and eagerness to thrive in a fast-paced, high-growth environment.
- Strong interpersonal and organisational skills, and the ability to build lasting professional relationships.