Investment Associate

Description:

As an Investment Associate, you will support our Partner businesses to structure and execute acquisitions using a range of debt and equity financing tools.

Working closely with the lending and consultancy teams you will provide insights, guidance and analysis into each Partners financial position to support credit and equity investment decision making.

This opportunity is ideal for an established individual who holds a professional accounting qualification (ACCA/CIMA or equivalent) and is looking for exposure within the UK financial services sector. The role is well suited to individuals looking to increase and refine their knowledge of the use of debt and equity instruments for M&A transactions in SME businesses.

Key Responsibilities:
 

• Working with the Partner Finance Consultancy team to support conversations around how lending and equity investments can be used to structure business acquisitions and growth.
• Preparing cashflow forecasts to support loan applications and Group business investments into Partner businesses.
• Analysing and preparing financial data (annual accounts, bank statements, income and expenditure) for senior management.
• Summarising the conclusion of financial models to support our underwriting and equity investment team in making credit, lending and investment decisions.
• Assessing the financial and non-financial factors of Partner businesses to produce investment and lending proposals for senior management approval.
• Lead the execution of transactions working with internal legal counsel to draft and execute transaction documentation.