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
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