Posted - 1 March 2024

Location - LONDON, UK




An opportunity has arisen to join a Single Family Office as an Investment Associate, working directly with the two founding Partners of the Family Office.


They act as a boutique discretionary investment manager deploying capital and managing assets for an anchor Family and expect to further grow through asset appreciation and onboarding of further Family-Office clients.


Their endowment-style portfolio management consists of a broad range of global asset classes; fixed income, private credit, public equity, private equity, venture capital, alternatives, real estate and impact investments. These strategies are enacted both directly or through leading third-party managers with the focus on fundamental principles and a long-term investment horizon.


The successful candidate will have the following:

  • Experienced in multiple financial disciplines, ideally with a strong track record within direct investing, fund selection, and asset allocation.
  • Solid fundamental understanding of investing across all major asset classes.
  • A strong intellectual curiosity, an ability to work independently, and the ability to communicate complex information to key stakeholders.
  • Analytical and modelling skills and the ability to navigate a set of company accounts, think critically about risk and return, and commercially understand different asset classes.
  • Ability to independently research and analyse new investment opportunities, present investment papers, and interact with all stakeholders.
  • Ability to source investment opportunities, whilst not expected, is a plus.



  • Analysing and evaluating companies, managers, funds, strategies, and potential investment opportunities
  • Working on investment performance and analysis
  • Working on and with management teams, board meeting preparation, and reporting,
  • Assist with asset allocation analysis, performance monitoring across assets and asset classes, including operational and strategic reviews.
  • Identifying new opportunities and innovative ideas for investment
  • Attend investment pitches and investor presentations, conduct independent analysis, and write summaries.
  • Lead investment due diligence with Partner oversight.
  • Financial modelling and projection of performance, profit and loss, balance sheet and cash flows, including stress testing unit economics and valuations.
  • Industry competitive analysis and forecasting
  • Preparation of proposals for the investment committee. Writing internal reporting, memorandums and investment recommendations from pre-investment through to exit
  • Investment and deal execution including documentation and liaising with legal teams and other external parties.
  • Growing, managing and evaluating the investment pipeline


Qualifications And Competencies:                                           

  • Bachelor’s degree from a leading university and preferably CFA qualified, or a willingness to undertake the charter.
  • Outstanding intellectual and analytical skills, discipline, resourcefulness and resilience, with high degree of integrity and team-orientation
  • Excellent skills across Microsoft Word, Excel and PowerPoint, with strong attention to detail and ability to produce work across all three applications to a professional standard with first-rate attention to detail.
  • Experience of equity analysis and investing, at company, industry and asset class level
  • Experience with multi-asset class analysis and investing from a principal investment perspective, including sourcing and evaluating fund managers.
  • Demonstrated ability to translate complex problems with ambiguous information into actionable strategies.
  • Demonstrable understanding of and interest in, capital markets, financial services and technology
  • The proven ability to work with flexibility, efficiency and enthusiasm, both individually and as part of a small sized team
  • Proactive attitude with a can-do, solutions-based approach and a strong sense of accountability and ownership
  • Proven multitasking experience, working with multiple tight deadlines.
  • Strong communication (written and verbal) and interpersonal skills.


Please note that given the high level of interest in this role, we will not be able to reply to all correspondents and will only come back to the best qualified applicants for the role.


Remuneration will be commensurate with the duties and demands of the role and the experience of the candidate.


If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV to Jeremy Green at


REF: AGR 847

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