Investment Associate - Single Family Office, London
Agreus
- London
- Permanent
- Full-time
- Experienced in multiple financial disciplines, ideally with a strong track record within direct investing, fund selection, and asset allocation.
- Solid fundamental understanding of investing across all major asset classes.
- A strong intellectual curiosity, an ability to work independently, and the ability to communicate complex information to key stakeholders.
- Analytical and modelling skills and the ability to navigate a set of company accounts, think critically about risk and return, and commercially understand different asset classes.
- Ability to independently research and analyse new investment opportunities, present investment papers, and interact with all stakeholders.
- Ability to source investment opportunities, whilst not expected, is a plus.
- Analysing and evaluating companies, managers, funds, strategies, and potential investment opportunities
- Working on investment performance and analysis
- Working on and with management teams, board meeting preparation, and reporting,
- Assist with asset allocation analysis, performance monitoring across assets and asset classes, including operational and strategic reviews.
- Identifying new opportunities and innovative ideas for investment
- Attend investment pitches and investor presentations, conduct independent analysis, and write summaries.
- Lead investment due diligence with Partner oversight.
- Financial modelling and projection of performance, profit and loss, balance sheet and cash flows, including stress testing unit economics and valuations.
- Industry competitive analysis and forecasting
- Preparation of proposals for the investment committee. Writing internal reporting, memorandums and investment recommendations from pre-investment through to exit
- Investment and deal execution including documentation and liaising with legal teams and other external parties.
- Growing, managing and evaluating the investment pipeline
- Bachelor's degree from a leading university and preferably CFA qualified, or a willingness to undertake the charter.
- Outstanding intellectual and analytical skills, discipline, resourcefulness and resilience, with high degree of integrity and team-orientation
- Excellent skills across Microsoft Word, Excel and PowerPoint, with strong attention to detail and ability to produce work across all three applications to a professional standard with first-rate attention to detail.
- Experience of equity analysis and investing, at company, industry and asset class level
- Experience with multi-asset class analysis and investing from a principal investment perspective, including sourcing and evaluating fund managers.
- Demonstrated ability to translate complex problems with ambiguous information into actionable strategies.
- Demonstrable understanding of and interest in, capital markets, financial services and technology
- The proven ability to work with flexibility, efficiency and enthusiasm, both individually and as part of a small sized team
- Proactive attitude with a can-do, solutions-based approach and a strong sense of accountability and ownership
- Proven multitasking experience, working with multiple tight deadlines.
- Strong communication (written and verbal) and interpersonal skills.