Investment Analyst, Clyde Blowers Capital IM LLP
Rutherford Cross
Published
March 1, 2019
Location
Glasgow, United Kingdom
Job Type
Region
Scotland:, - Glasgow, England:
Sector
Professional Services
Specialism
Commercial Finance

Description

Clyde Blowers Capital IM LLP

Investment Analyst

Provide day‐to‐day support to the Associate Directors and Investment Directors in executing M&A activity and managing existing portfolio investments. Candidates will also have a support role in researching and preparing materials for new acquisition opportunities and maintaining relationships with advisory firms and wider M&A community. Will also be required to communicate effectively with a range of stakeholders including peers, leadership group, third party advisors and investee company management teams.

Typically two‐three year post qualification of a professional qualification (e.g accountancy, legal, or tax professions) and will be strong in the following areas:

  • Verbal and written communication
  • Report writing
  • Numeracy and financial modelling
  • Analysis
  • Experience in using office software products such as Word, Excel and Powerpoint (or equivalent)
  • Experience of the M&A transaction process
  • General interest in business and knowledge of creating value
  • Able to display a balanced level of self confidence

RESPONSIBILITIES

Deal Origination

  • Carrying out research and analysis to identify new acquisition opportunities
  • Preparing summary reports and presentation of key findings / opportunities / ideas to wider team
  • Preparing pitch materials

Investing / M&A

  • Performing analysis of and summarising early stage transaction opportunities
  • Performing analysis to support the investment and divestment processes
  • Preparing financial models and investment appraisal analysis to enable the Associate Directors
  • / Investment Directors evaluate proposed transactions
  • Scoping due diligence assignments, interpreting due diligence reports and liaising with providers
  • Assisting with the preparation of investment papers and other submissions to Investment Committee
  • General support to Associate / Investment Directors with all aspects of executing a transaction

Portfolio Investments

  • Support Associate / Investment Directors in all forms of portfolio company reporting
  • Liaising with portfolio company finance teams to extract and analyse financial and other information
  • Drafting performance updates to Investment Committee Markets
  • Undertaking research and analysis into key end markets and presenting findings / updates to peers and the leadership group

Fund

  • Provide support in preparing quarterly Fund reports to LP investors
  • Provide support into quarterly valuation processes including managing data flow and communication with portfolio company finance teams as required

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