Senior Associate / Associate – Investment Strategy & Capital Analytics Location: London or Manchester (Hybrid)
Our client is a leading European investment platform operating across private credit, lending and real assets. Following continued growth, they are seeking a highly analytical Associate to join their Investment Strategy & Capital Analytics team. This team sits at the centre of investment decision-making, providing the analysis and insight that supports portfolio construction, capital deployment and fund performance. It is an excellent opportunity for a commercially minded analyst who enjoys working with complex data and influencing high-value investment decisions. The Role You will work closely with senior stakeholders across investments, finance and portfolio management, helping to translate complex information into actionable insights. Key responsibilities include:
- Building and enhancing financial and portfolio models
- Monitoring fund and investment performance
- Analysing projected versus actual returns
- Supporting capital deployment decisions
- Conducting scenario analysis and stress testing
- Producing clear and concise management insights from large datasets
- Supporting strategic projects and business intelligence initiatives
- Working with stakeholders across multiple investment strategies
Candidate Profile We are interested in candidates who combine strong technical capability with commercial curiosity. Suitable backgrounds may include:
- Big 4 Modelling, Valuations or Advisory teams
- Actuarial consulting
- Investment banking
- Corporate finance
- Strategic finance and FP&A
- Infrastructure or private markets analytics
- Decision sciences, quantitative or data-focused functions
Requirements:
- Strong academic track record, ideally within a quantitative discipline
- Advanced Excel modelling skills
- Experience working with complex datasets
- SQL, Power BI or similar analytical tools advantageous
- Ability to communicate complex information in a clear and commercial manner
- Exceptional attention to detail
- A proactive and intellectually curious mindset
Why Apply? This role offers exposure to senior decision-makers and provides a unique opportunity to work across investment strategy, portfolio analytics and capital allocation. Successful candidates will gain broad exposure to fund management and investment decision-making within a growing platform.