Associate, Principal Investments

- Location: London - 30 Gresham Street# Associate, Principal Investments (11866)Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves. Description of role and key responsibilities Portfolio Monitoring and Reporting • Assist in reporting and monitoring investments. • Prepare valuations and contribute to accounting records. • Liaise with external auditors and develop internal reports for internal stakeholders such as the investment committee. • Support regulatory reporting, compliance and secure necessary approvals. • Assist with stress testing. Regulatory Compliance • Responsibility for onboarding investment partners and clients and liaising with Financial Crime. Exit Strategy and Execution: • Identify and evaluate disposal opportunities including conducting market research to maximise investment value. • Execute disposal transactions, support the entirety of the process from draft term sheets, seeking internal approvals and assisting in the negotiation of the formal agreement. Analysis and value creation • Analysis and interpretation of financial performance of the investments. • Assist with deriving value creation strategies. • Prepare and present analytical reports with key findings to internal stakeholders. Stakeholder Engagement • Support interactions with portfolio company stakeholders, including investor updates and board meetings. Cross-Functional Support • Assist the desk head with various work streams and collaborate with other units on equity risk assessments. Core skills, knowledge • Relevant banking and investment experience. • Strong analytical and quantitative skills with proficiency in financial modelling. • Detail-oriented with a strong commitment to accuracy and quality. • Excellent communication skills with the ability to convey complex information clearly. • Ability to assess risk. • Act with integrity and embrace the philosophy of treating our clients fairly. Any other attributes that would be helpful, but not essential for the role • Proactive, self-starter, with 'can-do' attitude. • Comfortable in a small team environment, willing to roll up your sleeves and work on a legacy wind down mandate. • Strong relationship-management skills. • Prior experience in investment analysis, private equity, or corporate finance is preferred. As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.Here is a selection of what we offer; Wellbeing Wellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance Monetary Non-contributory Pension & Discretionary Bonus Life & Income Protection Life Assurance, Critical Illness & Income Protection Travel Season Ticket Loan & Electric Vehicle Scheme Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation. Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same - if the role excites you, please don't let our person specification hold you back. Get in touch! Recite Me We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the 'Accessibility Options' link at the top of the page.The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at who will be happy to assist.Loading Close mapLocationLondon - 30 Gresham Street30 Gresham Street, London, England, GB, EC2V 7QNLoading BenefitsPensionPrivate Medical CoverVirtual GPGym DiscountsPsychologist ServiceAnnual LeaveLife Assurance