Investment Analyst

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

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.

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.