Investment Portfolio Specialist

16 hours ago


London, Greater London, United Kingdom Finatal Full time

The Finatal family office is seeking a talented Junior Investment Professional to join their team. This exciting opportunity will see you working closely with the deal team to evaluate and execute deals for private equity co-investment and direct portfolio management.

Key Responsibilities:

  • Evaluating and executing deals for private equity co-investment and direct portfolio management
  • Participating in financial analysis, including modelling, and operational analysis of portfolio companies
  • Conducting due diligence assessments and producing reports
  • Working closely with the deal team to identify, screen, evaluate, and make recommendations on potential investments
  • Assisting with portfolio management, including tracking performance and preparing dashboards, strategic input, and assessing operational focus points

Requirements:

  • 2-3 years of experience in investment banking, investing, or similar
  • An exceptional academic track record
  • Strong modelling skills and developed commercial acumen

We offer a competitive salary of £50,000 - £70,000 per annum, depending on experience, plus benefits.



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