Investment Associate | Private Equity / Operating Group
Competitive Salary + Bonus
Location: London
WW15808
Finatal is partnering with an award-winning, privately held operating group focused on acquiring and building exceptional UK businesses. With a current portfolio generating over £40m in annual turnover and ambitious plans to reach £100m within three to five years, the firm operates across multiple sectors including healthcare, construction, and property.
This is an exciting opportunity to join a high-growth, entrepreneurial investment platform working closely with the Founder & Managing Director. The role offers broad exposure across deal execution and portfolio management within a hands-on, value-driven environment.
The position will focus on supporting the evaluation, execution, and delivery of acquisitions, alongside providing ongoing financial and operational support to portfolio companies to drive value creation.
Responsibilities:
* Support the screening and evaluation of investment opportunities, including CIMs, teasers, and inbound opportunities
* Build and maintain robust financial models to assess potential investments
* Prepare high-quality investment materials, including briefing notes, investment memos, and presentations
* Support due diligence processes across commercial, financial, and operational workstreams
* Coordinate with external advisors including legal, financial, and due diligence providers
* Manage deal processes, timelines, and internal coordination
* Maintain CRM systems and track all deal activity across brokered and proprietary channels
* Support portfolio companies with financial reporting, KPI tracking, and performance analysis
* Assist with operational improvement initiatives, including cost optimisation, efficiency gains, and revenue growth strategies
* Prepare management packs, dashboards, and ad hoc analysis for senior stakeholders
* Act as a key liaison between the investment team and portfolio company management teams
* Identify risks and value creation opportunities across the portfolio
Requirements:
* 3–5 years’ experience in private equity, investment banking, transaction services, corporate finance, or corporate development
* Strong financial modelling and analytical skillset
* Experience supporting deal execution and transaction processes
* Exposure to portfolio or operational support work is advantageous
* Excellent organisational and project management skills with the ability to manage multiple workstreams
* Strong written and verbal communication skills
* Commercially minded with the ability to identify risks and opportunities
* Comfortable operating in a lean, fast-paced, entrepreneurial environment
* High attention to detail and strong problem-solving capability
* Advanced Excel and strong Microsoft Office skills
* Right to work in the UK