Investment Associate

Overview

Investment Associate Jobs in United Kingdom at SRG

Title: Investment Associate

Company: SRG

Location: United Kingdom

Investment Associate / Senior Investment Analyst

About the Fund

Our client is a UK-based, founder-led venture capital fund investing in early stage, innovation-driven businesses.

The fund primarily invests at Seed and Series A, with a focus on companies developing technologies that require specialist support to move from research and product development into manufacturing, commercialisation and market adoption.

Its investment areas include:

• Advanced manufacturing
• Deep technology
• Medical technology
• Industrial biotechnology
• Recycling and the circular economy
• Sustainable materials and processes
• Other technology led industrial sectors

The fund typically backs businesses approaching an important stage of technical or commercial development. These companies may be raising institutional investment for the first time or may already have completed several funding rounds.

The team is currently raising and deploying EIS capital while developing the platform for additional future funds.

The Opportunity

The fund is seeking an experienced Investment Associate or Senior Investment Analyst to join its small investment team.

This is not a traditional analyst position. The successful candidate will be expected to take meaningful responsibility from the outset, operate with limited supervision and manage investment opportunities through the complete transaction lifecycle.

The role requires someone who can independently assess opportunities, coordinate due diligence, progress transactions and provide constructive challenge to founders, management teams and the fund’s Partners.

The fund is looking for a candidate who combines strong analytical ability with commercial judgement, process discipline and a practical, delivery-focused approach.

A scientific PhD is not required. Experience assessing technically complex or innovation led businesses would be helpful, but the quality of the candidate’s investment experience, judgement and attitude will be more important than sector specialisation.

For the right person, the position offers significant responsibility and a credible route to partnership.

Key Responsibilities

Deal Sourcing and Market Intelligence

• Identify and evaluate potential investment opportunities across the fund’s target sectors.
• Build relationships with founders, investors, accelerators, advisers and other participants in the venture ecosystem.
• Conduct market mapping and thematic research to identify emerging technologies, market trends and high-potential businesses.
• Assess whether prospective investments fit the fund’s strategy and value-creation model.
• Represent the fund at relevant investment, technology and industry events.

Investment Assessment and Due Diligence

• Lead the initial screening and assessment of potential investments.
• Evaluate business models, management teams, markets, technologies, competitive positioning and commercial potential.
• Build and review financial models, forecasts, cap tables, valuation analyses and investment return scenarios.
• Identify the key commercial, financial, operational and execution risks within each opportunity.
• Test the assumptions presented by management teams and identify areas requiring further investigation.
• Coordinate commercial, technical, financial and legal due diligence.
• Prepare clear and well-supported investment papers for the Partners and Investment Committee.
• Present findings, risks and recommendations with confidence and objectivity.

Transaction Execution

• Manage investment opportunities from initial assessment through due diligence, approval and completion.
• Take ownership of transaction processes, timelines and outstanding actions.
• Support deal structuring, term sheet preparation and negotiations.
• Work closely with management teams, legal advisers, co-investors and other stakeholders.
• Ensure that transaction documentation is completed accurately and efficiently.
• Identify potential pressure points early and take action to keep transactions progressing.

Portfolio Management and Value Creation

• Monitor the financial, commercial and operational performance of portfolio companies.
• Review management information, budgets, forecasts and key performance indicators.
• Provide thoughtful and constructive challenge to portfolio company management teams.
• Help management teams identify strategic priorities, operational risks and growth opportunities.
• Support follow-on investment rounds, future fundraising and exit preparation.
• Produce portfolio analysis, reporting and updates for the Partners and investors.
• Potentially act as a board observer for selected portfolio companies.

Fundraising and Investor Support

• Support the preparation of fundraising presentations, fund materials, data rooms and due diligence information.
• Provide market, portfolio and fund analysis to support investor conversations.
• Participate in meetings and presentations with prospective investors where appropriate.
• Help communicate the fund’s investment strategy, market positioning and portfolio performance.
• Support the development of future EIS and other investment fund propositions.
• Contribute to ongoing investor communications and reporting.

Fund and Team Development

• Contribute to the continued development of the fund’s investment thesis and sector strategy.
• Improve internal investment processes, tools, templates and reporting frameworks.
• Help establish scalable working practices as the fund and its portfolio grow.
• Work collaboratively with the Partners while remaining willing to challenge their views.
• Take increasing responsibility across investment execution, portfolio management and fundraising.

Candidate Profile

The successful candidate is likely to have experience in venture capital, private equity, corporate finance, transaction advisory, investment banking or another relevant investment environment.

Candidates from a range of industry backgrounds will be considered. The fund is particularly interested in individuals who have direct experience evaluating investments and taking transactions from initial assessment through to completion.

This role would suit someone who has progressed beyond purely supporting senior colleagues and is ready to assume greater ownership of deals and investment decisions.

Essential Experience and Capabilities

• Previous experience evaluating investment opportunities or executing transactions.
• The ability to manage an investment process from initial screening through to completion.
• Strong financial modelling, valuation and commercial analysis skills.
• Experience reviewing business plans, forecasts, investment materials and management information.
• A good understanding of early-stage and high-growth business models.
• The ability to identify the assumptions, risks and pressure points that matter most within an investment case.
• Strong written communication skills, including experience preparing investment papers or transaction recommendations.
• Confidence presenting conclusions and recommendations to senior decision-makers.
• The ability to challenge founders, management teams and colleagues constructively.
• Strong organisational and process-management skills.
• The ability to work independently without significant day-to-day supervision.

Desirable Experience

• Experience investing in or advising Seed and Series A companies.
• Exposure to advanced manufacturing, deep technology, medical technology, sustainability, industrial biotechnology or related sectors.
• Experience supporting portfolio companies following investment.
• Previous board observer or board support experience.
• Knowledge of EIS funds or other UK venture capital structures.
• Experience contributing to institutional or private investor fundraising.
• Familiarity with platforms such as PitchBook, Crunchbase or similar market-intelligence tools.
• Experience working with co-investors, legal advisers and technical specialists.

Qualifications

A degree in Finance, Economics, Business, Engineering, Science or another relevant discipline is preferred.

An MBA, MSc, CFA qualification or equivalent may be beneficial but is not essential. Practical investment experience, commercial judgement and the ability to execute transactions will carry greater weight than academic specialisation.

Compensation and Progression

The anticipated base salary is approximately £50,000 – £62,000, depending on experience.

The wider package is expected to include:

• An initial annual bonus opportunity of approximately 10%, with scope to increase as the role develops.
• Participation in the fund’s carry
• A team based approach to carry, designed to share value fairly across the investment team.
• Meaningful exposure to investment decisions, portfolio companies and fundraising.
• Opportunities to act as a board observer.
• A potential route to partnership within approximately two to three years, subject to performance and the continued growth of the fund.

Bonus assessment is expected to reflect investment execution, portfolio contribution, fundraising support and the candidate’s wider contribution to the development of the fund.

Location and Working Arrangements

The role can be based flexibly within the UK.

The fund operates with a flexible working model and does not maintain a permanent central office. The successful candidate should be comfortable working independently, collaborating remotely and travelling for in person meetings with the Partners, portfolio companies, investors and advisers.

Recruitment Process

The anticipated recruitment process will include:

1. An initial introductory interview of approximately 30 minutes.
2. A practical investment case study.
3. A final in-person meeting with the Partners.

The fund is committed to building a diverse and inclusive investment team and welcomes applications from candidates from all backgrounds.