Operations & Investment Manager

Our client is a Single Family Office that has been managing its investments since 2019. Due to business expansion and long-term strategic growth plans, they are hiring an Investment / Operations professional to support the Principal in managing the portfolio.

This role offers a unique opportunity for a hands-on individual to be actively involved in portfolio construction and asset allocation, deal evaluation, transaction execution, portfolio monitoring, and fund operations. The ideal candidate will have prior experience in multi-asset research, investment analysis, asset management, or fund management, with a strong understanding of deal analysis and operational processes within a private equity environment. Proficiency in financial modelling tools (Excel advanced functions, Bloomberg, FactSet, Capital IQ, or similar); Python/R for data analysis is a strong plus. A candidate with a strong understanding of financial statements, valuation techniques (DCF, multiples, sum-of-the-parts), and macroeconomic drivers will be highly desirable.

Key Responsibilities

Investment & Deal Evaluation

• Support the review and evaluation of potential private equity investment opportunities across sectors.
• Conduct financial modelling, valuation analysis, and return projections (e.g., IRR, MOIC, sensitivity analysis).
• Perform detailed industry, market, and competitor research to support investment theses.
• Assist in investment due diligence processes, including financial, commercial, and operational assessments.
• Prepare investment memoranda, weekly updates, monthly reports and presentation materials for internal review, including ad-hoc analyses for investment committee discussions.
• Support transaction execution, including coordination with legal advisors, lenders, consultants, and counterparties.
• Contribute to sector and thematic research (e.g., ESG integration, technology disruption, geopolitical impacts).
• Collaborate with portfolio manager to discuss ideas, refine theses, and align research with portfolio objectives and risk parameters.
• Support performance attribution, peer benchmarking, and post-mortem analysis of investment decisions.
• Stay current on global financial markets, economic indicators, central bank policies, and emerging trends.
• Attend company meetings, earnings calls, industry conferences, and expert consultations to gather proprietary insights.

Portfolio Monitoring

• Private equity investments: Track and analyse portfolio companies’ performance against original underwriting and investment case assumptions. Support portfolio company strategic initiatives, including refinancing, add-on acquisitions, and exit preparation.
• Bankable assets: Monitor portfolio performance weekly against benchmarks, risk budgets, and SFO’s objectives. Perform detailed attribution and scenario analysis.
• Assist in monthly valuation reviews and performance reporting.

Fund & Operations Support

• Support daily fund operations, including transaction processing (subscriptions, capital calls, distributions, redemptions, switches, transfers), trade settlements, and cash flow management.
• Liaise with fund administrators on NAV reporting, financial statements, and investor reporting.
• Coordinate with third-party providers (such as bank custodians, auditors, trustees) for data requests.
• Maintain accurate deal documentation, data rooms, and investment records.
• Assist with compliance documentation and regulatory reporting requirements.
• Handle KYC/AML support, and onboarding documentation where required.
• Provide coordination and administrative support for Investment Committee meetings, including documentation and follow-ups.
• Contribute to process improvements, automation initiatives, and controls to enhance operational efficiency and risk mitigation.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.
• Minimum 5 years of relevant experience in investment analysis, fund management, private equity, investment banking, or related fields (buy-side experience a plus).
• Experience covering multiple asset classes is advantageous.
• Strong financial modelling and valuation skills with the ability to analyse transactions.
• Solid understanding of private equity deal structures and fund mechanics.
• Experience in transaction execution and due diligence processes preferred.
• Highly organized, detail-oriented, and able to manage multiple workstreams in a lean environment.
• Strong analytical, communication, and presentation skills.
• Proactive, hands-on, and comfortable working in a dynamic, entrepreneurial setting.