Investment Associate- Global Private Equity

3 weeks ago


London, United Kingdom Robert W. Baird Full time

This is a collaborative and long-tenured team with a wealth of experience and a reputation for an honest and straightforward approach to investing. The successful applicant would have significant exposure to this senior team, providing opportunities for learning and development.

Whilst the role is based in London, the Global Private Equity team is deeply integrated across the UK, US and Asia and effectively operates as one team, providing opportunities for collaboration with international colleagues.

Investment Execution:
Supporting on new investments including research, due diligence, financial modelling, financial analysis, and preparation of investment committee memorandums, alongside significant exposure to management teams and advisors.

Investment Sourcing:
Preparing research into sectors of interest to identify potential target companies, preparation of presentations to support investment sourcing activities, and supporting on direct outreach to companies of interest.

Portfolio Management:
Ad-hoc support with portfolio company initiatives (e.g., M&A, strategic planning, etc), alongside supporting the investment team on performance monitoring and reporting.

Skills and Qualifications:
Essential:
- 2-5 years’ experience in either Private Equity, Venture Capital, M&A, Corporate Finance, Corporate Development, Transaction Services, or Commercial Diligence.-
- Comfortable building and working with financial models and complex spreadsheets.-
- Good grasp of financial analysis and key accounting concepts.-
- Solid business acumen, with an awareness of and ability to form a view on basic market factors including competition, growth dynamics, and business models to evaluate potential new investments.-
- Ability to prepare and present high-quality research incorporating multiple sourcesPreferred:
- Experience working with businesses/or clients within B2B software or B2B Services.-
- ACA, CFA, or equivalent finance qualification.Personal Qualities:
- Strong ethical values.-
- Collaborative, team-oriented approach.-
- Open-minded and curious nature, with an eagerness to learn.-
- Proactive, and desire to go above-and-beyond when the opportunity presents.-
- Excellent attention to detail, written and oral communication skills.#LI-TA1

**Commitment to Inclusion & Diversity**

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.



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