Senior Investment Analyst

<p>We are looking to hire a Senior Investment Analyst to join a high-calibre (currently 7 investors) private equity investment team, a principal-based investment platform focused on lower middle market independent sponsor investments, co-investments and continuation vehicles, alongside an emerging manager fund commitment strategy. Given the significant volume of high-quality deal flow we are actively reviewing in the independent sponsor strategy, we are looking to expand capacity and strengthen our execution depth across multiple ongoing investment processes.</p> <p>The Analyst will join a lean, two person independent sponsor focused deal team to support with the evaluation, execution and ongoing monitoring of private markets investments, with a focus on single-asset independent sponsor transactions, co-investments and continuation vehicles. The role will contribute across financial analysis, due diligence, transaction execution and creation of investment materials, while exercising strong commercial judgement within a disciplined, institutional investment framework.</p> <p><strong>Key responsibilities</strong></p> <p><strong>Investment analysis and deal evaluation</strong></p> <ol> <li>Support the assessment of new investment opportunities across independent sponsors, co-investments and continuation vehicles, including review of business quality, investment strategy, transaction structure, valuation and key risks.</li><li>Analyse financial performance, historical trends and key value drivers to form clear, well-supported views on investment attractiveness.</li><li>Review investment theses, downside protections, return scenarios and key sensitivities.</li><li>Develop a strong understanding of transaction structures, alignment of interest, governance rights, manager quality and exit considerations.</li><li>Assess the relative attractiveness of opportunities in the context of portfolio construction, risk concentration and strategic fit.</li></ol> <p><strong>Financial modelling and valuation</strong></p> <ol> <li>Build and maintain robust financial models, including three-statement models, to assess company performance, liquidity, capital structure and investment returns.</li><li>Perform valuation analysis using relevant methodologies, including comparable company analysis, precedent transactions, discounted cash flow analysis and leveraged buyout-style return frameworks where appropriate.</li></ol> <p><strong>Due diligence and execution</strong></p> <ol> <li>Support and, where appropriate, help lead live transaction execution by coordinating due diligence workstreams and managing process timelines.</li><li>Review diligence materials, data rooms, management presentations, third-party reports and legal documentation to identify key issues and areas for further analysis.</li><li>Prepare questions for management teams, sponsors, advisers and other counterparties, and distil outputs from diligence calls and meetings into clear investment conclusions.</li><li>Assist in negotiating and progressing internal approval materials, transaction documentation and closing processes.</li></ol> <p><strong>Investment materials and committee support</strong></p> <ol> <li>Prepare high-quality investment memoranda and presentation materials for internal review and investment committee discussions.</li><li>Present analysis clearly and concisely, with focus on the key commercial drivers, risks, mitigants and recommendation rationale.</li><li>Maintain organised, audit-ready records of analysis, diligence findings and investment decisions.</li><li>Contribute to a disciplined and repeatable decision-making process grounded in clear documentation and strong investment judgement.</li></ol> <p><strong>Portfolio monitoring and asset support</strong></p> <ol> <li>Support ongoing monitoring of existing investments through review of financial performance, portfolio developments, liquidity, value creation progress and realised/unrealised returns.</li><li>Track portfolio company developments, sponsor activity, refinancing events, continuation outcomes and exit opportunities.</li><li>Update models, valuations and internal reporting materials as new information becomes available.</li><li>Assist in monitoring manager performance and broader portfolio exposures across the platform.</li></ol> <p><strong>Market research and relationship support</strong></p> <ol> <li>Conduct market, sector, manager and sponsor research to support origination and investment screening.</li><li>Build familiarity with the emerging manager landscape, independent sponsor market, co-investment opportunities and GP-led / continuation vehicle structures.</li><li>Support senior team members in maintaining productive relationships with managers, sponsors, advisers and broader market participants.</li><li>Contribute to the development of the platform’s network and market intelligence across relevant private markets segments.</li></ol> <p><strong>Success measures (illustrative)</strong></p> <ol> <li>High-quality analytical output that is accurate, thoughtful and delivered on a timely basis.</li><li>Strong financial models and valuation work that can be relied upon in live investment processes.</li><li>Effective contribution across multiple concurrent diligence and execution workstreams.</li><li>Clear evidence of sound judgement, deal acumen and a strong understanding of transaction dynamics and manager assessment.</li><li>Professional, well-structured written materials and dependable support to senior investors throughout the investment process.</li><li>Positive contribution to a collaborative, high-performing and process-oriented team culture.</li></ol> <p><strong>Required experience</strong></p> <ol> <li>1–2 years’ experience in investment banking, direct private equity or a closely related investment environment.</li><li>Strong exposure to private markets transactions, with evidence of having seen multiple deals through a full process and developed credible execution judgement.</li><li>Demonstrable deal acumen and commercial awareness, with the ability to identify key value drivers, risks and structural considerations.</li><li>Experience preparing investment materials and conducting detailed financial and commercial analysis in a rigorous, institutional setting.</li><li>Strong academic credentials and a clear interest in private markets investing.</li><li>Strong written and verbal communication skills, with the ability to synthesise information into clear, decision-useful outputs.</li><li>High attention to detail, strong work ethic and the ability to manage multiple workstreams in a fast-paced environment.</li></ol> <p><strong>Required knowledge, skills and abilities</strong></p> <strong>Investment acumen:</strong> Good knowledge of private equity, particularly lower middle market buyout and growth equity strategies, together with a sound