Associate, Private Equity

Columbia Threadneedle Investments
Edinburgh, United Kingdom
06 Dec 2022
02 Jan 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About Columbia Threadneedle Investments

You'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

Here, you'll find growth and career opportunities across all our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,000 people working together. Our expertise is diverse with more than 450 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies and we have the capability to create bespoke solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base. We welcome applications from returners to the industry.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Job Purpose Statement

Where you'll fit in & what our team goals are....

We're looking for an Associate within the Private Equity team providing research in support of investment activity and business development initiatives. An analytical function providing input into client reports, presentations, and new investment opportunities.

Role Responsibilities

How you'll spend your time....
  • Providing accurate and insightful analysis and research
  • Helping to conduct due diligence and prepare relevant investment papers
  • Building investment expertise and market knowledge including mapping of any areas of geographic / sector coverage assigned
  • Assist in providing accurate and timely reporting to clients and other third parties:
  • Become familiar with existing reporting procedures and analysis
  • Prepare valuations and reports on existing portfolio holdings
  • Assist in preparing fund presentations
  • Assist with fundraising and specific projects to help the team achieve targeted growth of funds under management

Key Capabilities

To be successful in this role you will have... .
  • University graduate with proven professional experience
  • Ideally qualified/part qualified Accountant, CFA (or equivalent) or existing private equity experience
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