Mercia Asset Management PLC
Investment Associate
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ROLE PURPOSE:
The Investment Associate will support the origination, execution, and ongoing monitoring of investments in companies located predominantly across the East Midlands. The Mercia MEIF II Fund is an early-stage investment fund that typically invests up to £5,000,000 in businesses operating across Health and Life Sciences, Software and AI, Consumer, and Deep Technology. The role-holder will build strong relationships and a deep professional network across the region to identify high-quality investment opportunities aligned with the fund's strategy. The Investment Associate will also support the end-to-end investment process, including market research, commercial and financial due diligence, investment analysis, transaction execution, and the monitoring of portfolio companies.
LOCATION:
East Midlands (Nottinghamshire/Leicestershire / Buckinghamshire (Milton Keynes)) with frequent travel across the East Midlands Region
RESPONSIBILITIES:
- Conducts market and sector research to identify attractive investment opportunities, presents evidence-based findings, and makes well-supported recommendations.
- Builds and maintains a strong regional network of advisers, founders, investors, universities, and other ecosystem partners, becoming an active and credible member of the East Midlands start-up and scale-up community.
- Develops a strong understanding of the UK venture capital landscape, including the role of private capital in supporting business growth and generating investment returns.
- Supports the assessment of prospective investments through financial analysis, modelling, valuation work, and scenario analysis, with appropriate guidance.
- Supports commercial, financial, and operational due diligence, identifying key value drivers, risks, mitigations, and areas requiring further investigation.
- Contributes to the preparation of clear, concise, and well-evidenced investment papers and supporting materials for Investment Committee consideration.
- Monitors the operational and financial performance of portfolio companies against agreed plans, milestones, and budgets.
- Applies strong analytical judgement to understand performance variances, emerging risks, and opportunities, and communicates findings clearly to the investment team.
- Undertakes sector, valuation, and M&A research to inform exit planning, value-creation initiatives, and portfolio decision-making.
- Maintains accurate, complete, and up-to-date records within the Group CRM and other relevant systems.
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SKILLS & EXPERIENCE:
- Strong analytical and commercial skills, with the ability to assess business models, markets, financial performance, and investment risks.
- A strong record of academic achievement; a relevant degree or equivalent professional experience is strongly preferred.
- Experience of working with, advising, or assessing businesses in deep technology, hardware, or life sciences is desirable.
- Experience of financial analysis, financial modelling, and valuation is required.
- Knowledge of venture capital, private equity, corporate finance, or M&A markets is desirable.
- Experience of supporting the preparation of investment papers and, with appropriate support, presenting well-researched proposals to an Investment Committee is preferred.
- Excellent written and verbal communication skills, with the confidence to build effective relationships with founders, advisers, and colleagues.
- Strong interpersonal skills, sound judgement, and a collaborative approach to working within a high-performing team.
- Experience of working in a regulated environment, with an understanding of the importance and potential consequences of non-compliance with legislative, statutory, and regulatory requirements.
- Advanced Excel skills are essential, together with a good working knowledge of other Microsoft Office applications.
- Alignment with Mercia's core values: Growth Focused, Responsive, Knowledgeable, and Trusted.
- A full driving licence and willingness to travel regularly to Mercia offices, portfolio companies, and other stakeholder locations.
- The right to work in the UK.
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