Investment Associate Director

Investment Associate Director

  • Location

    West Midlands, England

  • Sector:

    Accounting and Finance

  • Job type:


  • Salary:

    Car , bonus and package

  • Contact:

    Helen Schwarz

  • Contact email:


  • Job ref:


  • Published:

    4 months ago

  • Expiry date:


  • Consultant:


Our client is an investment advisory firm/family office. Established in the last 12 months, this represents a unique opportunity to join a highly successful, entrepreneurial venture at the start of their journey and to work alongside and learn from the founding Partners. They are a highly experienced and talented team, with decades of investment, corporate finance and SME/ corporate lending experience. They have exclusive access to significant (and expanding) funds and invest in 2 focused areas where they have significant expertise and an impressive network of contacts to find and extract deals off market. They have created a valuable and deal driven culture led by quality and assurance in selecting future investments and have ambitious plans for growth. Leadership and development at all levels is seen as critical for their business to continue growth, and this represents an excellent time to join. They are focused on developing a team which promotes diversity, innovation and success.

This is a new opportunity for an Investment Associate Director in the West Midlands and reporting directly to the Head of Investment. The role is significantly varied and broad. It will encompass some strategic input, developing investment strategies within their chosen fields. There will also be some origination work - looking at sourcing deals and transactions within the strategic vision of the group and ongoing work around developing pipeline.

There will be a significant focus on business plan analysis and building - taking deals from origination, through internal process and execution, and with the support of a small team. You will also oversee the management of the transaction.

From a fundraise perspective you will be responsible for providing investment performance data to the BD team, as well as liaising with them to raise equity and source debt, and undertaking strategic partnering with equity and debt providers.

Ongoing oversight will also be a fundamental part of the role. You will be responsible for high level monitoring of investments and overseeing the interaction between Investment Analysts and Asset Managers for Investor/ bank reporting. As well as, strategic buy/ sell and hold advice and day to day the management of the transaction team.

For this Investment Associate Director position in the West Midlands, candidates must be qualified and with significant post qualified experience in corporate finance, to be able to transact from day one, given their ambitious plans. This represents an ideal opportunity for someone currently in the profession looking to make a move out, or alternatively those working in a debt fund or bank, or a private equity house. Deal execution and transaction experience is essential and ideally you will have done some origination work and have prior leadership experience. Direct investment experience would also be considered an advantage. There is the future potential to join the Board and an equity opportunity.


Up to c.£90,000 Basic Salary, Bonus (50-100%), Car Allowance and Excellent Benefits Package

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