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