We are working with a family office to find a new Investment Associate to join their team. In an organisation where values are at the core of its mission and approach, the investment team is seeking a new member to work both within its impact program and the wider multi-asset portfolio which includes, public markets, private market funds, direct investments and impact-led investments.
The family office is made up of approx. 20 individuals based between London and the Cotswolds. As part of a small team, the successful candidate will not only need to meet the selection criteria but have a profound alignment with the FO's values, ethos and purpose.
The family office celebrates diversity and is committed to creating an inclusive environment for all its employees, regardless of differences. We, therefore, encourage and welcome all applicants as the firm seeks to recruit, develop and retain the most talented people from a diverse candidate pool.
Support the growing impact investment programme with a key focus on the research, origination, execution, portfolio management and monitoring
Working with the investment team; undertake own analysis to inform and maintain an up-to-date assessment of ESG alignment of all holdings across the portfolio, including public and private equity, fixed income, real estate and impact-first assets. This will include company analysis and ESG reporting on a quarterly basis
Ad hoc support to the portfolio companies as required. This may involve helping to formulate business plans or strategic initiatives with a particular focus on sustainability.
Experience in finance, accountancy, consultancy or a start-up. Experience in investing in private markets is desirable
Prior experience working in responsible and impact investment is desirable; where lacking, a strong understanding of and passion for responsible and impact investment is required
Eligible to work in the UK
Holding or working towards relevant professional qualifications e.g. CFA charter, ACA and other qualifications
The family office wishes individuals to bring their own personality to the role, whilst ensuring a high degree of integrity, discretion and alignment with the Family values and purpose. Should you possess both the combination of excellent financial and analytical skills and are driven by driving impact at scale please apply now or contact: firstname.lastname@example.org.