Caravel
Investment Analyst
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Investment Analyst – Private Markets / Real Assets
Caravel are working with a growing private investment firm to hire an Investment Analyst into its London team.
The business invests across real assets and the operating businesses built around them, taking a flexible and entrepreneurial approach to private-market investing. With a number of new investment opportunities currently being assessed, the team is looking to add an Analyst to support its next phase of growth.
This is a broad, generalist investment role rather than one where you will be confined to a particular sector or stage of the transaction process. Working within a small investment team, you will gain exposure across the full lifecycle of investments – from assessing new opportunities and underwriting transactions through to financing, portfolio management and eventual exit.
The role
You will work closely with senior investors across areas including:
- Screening and evaluating new investment opportunities
- Building detailed financial models and underwriting both assets and operating businesses
- Conducting commercial, financial and market due diligence
- Preparing investment papers, presentations and other transaction materials
- Meeting and assessing management teams, sellers and other counterparties
- Researching new sectors and investment themes
- Supporting transaction structuring, financing and capital raising
- Managing external advisers and reviewing third-party due diligence
- Working with portfolio businesses to implement value-creation strategies
- Supporting acquisitions, refinancings and disposals
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Because of the size and structure of the team, the successful candidate will have meaningful involvement in live transactions from an early stage, with exposure and responsibility that can be difficult to obtain within a larger investment platform.
Who we're looking for
We are interested in candidates with approximately 1–2 years' experience within areas such as:
- Investment banking or corporate finance
- Management consulting
- Principal investing
- Transaction or investment-related advisory
You should have some exposure to transactions or investments and, above all, be exceptionally strong analytically.
This role does not require someone to fit a particular investment-banking personality mould. A highly analytical, intellectually curious individual who enjoys getting into the detail and doing the underlying work will be equally attractive.
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You are likely to be:
- An excellent analytical and numerical problem solver
- Highly proficient in Excel and comfortable with financial modelling
- Detail-oriented and rigorous in your work
- Intellectually curious and comfortable getting up to speed quickly on unfamiliar sectors
- Well organised and capable of managing several workstreams simultaneously
- Comfortable working autonomously within a small, high-performing team
- Entrepreneurial and attracted to joining a business at an important stage of its growth
The firm offers a steep learning curve, significant exposure to senior decision-makers and genuine progression as the investment platform grows. Longer term, high performers will also have the opportunity to participate in transaction-level carry.
Salary: Up to £75,000 base + performance-related bonus
Please note: Applicants must already have the unrestricted right to work in the UK, as visa sponsorship is not available for this position.
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