Associate - Direct Equity

In your role as Associate - Direct Equity, you will make a meaningful and valued contribution from the outset. This role will provide a great opportunity to participate in all aspects of the investment process across a mix of direct investments and co-investments and will encompass the full breadth of infrastructure across origination and structuring of transactions to asset management and portfolio monitoring.

Responsibilities

Contributing and supporting origination activities across themes and sectors with targeted research and analysis; Liaising with potential targets and monitoring existing investee companies and investment managers; Supporting preparation for meetings with management teams and key stakeholders; Investment due diligence (quantitative modelling and qualitative analysis of investment and divestment opportunities including preparation and review of due diligence, structuring and valuation and returns analysis); Supporting legal workstreams, including transaction documentation; Co-ordinating external advisers including investment banks, external counsel and other advisers; Co-authoring of Investment Committee papers and, subsequently, contributing to presenting these materials at Investment Committee; Collaborating with internal stakeholders including responsible investment, tax, investment legal, operational due diligence, risk and compliance; Initiating and building relationships across advisory network and with investment professional peers; Assisting asset management activities across the Direct Equity portfolios including interaction with senior management at investee companies and attendance at shareholder, board and investor meetings, monitoring of company performance and participation in value add and transformation activities

Requirements

Undergraduate degree or equivalent; Post-graduation experience with a background in, or serving clients in, financial services, ideally in an investment or advisory context (investment management, investment banking, corporate finance, accounting, ratings agency, law or consulting); Prior exposure to infrastructure and/or private equity; Non-restricted (NR); Critical thinker with strong analytical and numerical skills that can be applied to company valuation and financial analysis; Exceptional cash flow modelling skills (e.g. LBO and/or DCF modelling); Strong Microsoft Excel, Word, PowerPoint skills with experience using Copilot and AI productivity tools; Excellent interpersonal and communication skills with the ability to develop internal and external relationships; A strong team player contributing to a supportive and collaborative working environment; Strong work ethic and a self-starter who wants to learn and develop in a growth environment; Ability to work in the UK with occasional travel to Europe, the US and Australia

Benefits

Great starting salary; Generous annual leave package; Access to a high quality pension scheme provided through Universities Superannuation Scheme; Supportive people policies (including enhanced occupational sickness pay and family friendly pay); Financial contributions towards your personal development to help you maintain your physical and mental wellbeing; Access to a range of health and wellbeing services i.e., private healthcare, discounted gym membership; Learning and development opportunities to develop your skills, knowledge and talent; Employee Volunteer Day’s to support the communities where you work and live; Cycle to Work Scheme