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Junior Analyst- Investment Management & Advisory

  • Location: Marylebone, London
  • Sector: Financial
  • Salary: £25,000-£30,000
•Join a team advising and managing a multi-asset portfolio actively deploying and looking to invest significant funds
•A holistic and hands-on role covering all aspects of an investment lifespan including; Origination, Due Diligence, Financial Modelling, Negotiation, Legal, Accounting, and Reporting

•Management and Advisory of a diverse portfolio held by a Trust
•Small but well-connected office with access to numerous and exclusive deals
•Diverse portfolio of Private and Public Equities, Fixed-Income, Real Estate and Alternative Strategies
•Significant capacity to enter new investments
•Typical deal size $500k - $15m

As a Junior Analyst; you will learn to:
•Analyse company models and financial statements
•Track and report on Equity and Debt Capital Markets
•Meet with senior company officers
•Understand legal agreements and their commercial impacts
•Engage and coordinate with lawyers, accountants, and other professional service providers
•Advise directors on investment opportunities
•Monitor cash flow and fiduciary management
•Maintain and bolster internal accounting and forecasting systems
•Report to key stakeholders

•A small team is an opportunity to work with and learn from senior figures and to have unparalleled exposure to the investing world
•Fast-paced with long hours, especially if investment windows are short
•Need to be resilient to the stress that can arise from this environment
•A diverse portfolio and large deal flow means no two days are ever the same 

Essential requirements
•Proficient at Excel
•Highly Numerate
•Aptitude for Finance
•Attention to Detail
•Strong communication
•Educated to degree level

•Internship-level experience in finance