349 Investment Fund jobs in the United Kingdom

• Identify and source new commercial real estate acquisition opportunities that align with the fund's investment strategy and risk appetite.
• Conduct comprehensive due diligence on potential acquisitions, including market analysis, financial modelling, legal review, and property inspections.
• Develop detailed financial models and investment appraisals to assess property valuations, projected returns, and potential risks.
• Negotiate transaction terms, heads of terms, and purchase agreements with sellers and their representatives.
• Manage the end-to-end acquisition process, coordinating with internal teams and external advisors (e.g., lawyers, surveyors, agents).
• Build and maintain strong relationships with brokers, developers, investors, and other industry stakeholders.
• Prepare investment committee memos and presentations, articulating the rationale and financial viability of proposed acquisitions.
• Monitor market trends, economic conditions, and regulatory changes impacting the commercial real estate sector.
• Contribute to the overall asset management strategy for the acquired properties.
• Mentor and develop junior members of the acquisitions team.

• Bachelor's degree in Real Estate, Finance, Economics, or a related field; MBA or Master's in Real Estate is preferred.
• Minimum of 10 years of progressive experience in commercial real estate acquisitions, investment, or asset management, preferably within an investment fund or institutional real estate environment.
• Proven track record of sourcing, evaluating, and closing significant commercial real estate transactions.
• Deep understanding of various commercial property sectors (office, retail, industrial, logistics) and their respective market dynamics.
• Exceptional financial modelling, valuation, and due diligence skills.
• Strong negotiation and contract management abilities.
• Excellent analytical, strategic thinking, and problem-solving capabilities.
• Outstanding communication, presentation, and interpersonal skills, with the ability to work effectively in a fully remote team.
• Proficiency in real estate market data platforms (e.g., CoStar, Realla).
• A strong network within the UK commercial real estate industry is a significant asset.

• Conduct in-depth research and analysis of various asset classes, industries, and individual securities.
• Develop complex financial models to forecast company performance and valuation.
• Perform due diligence on potential investments and present findings and recommendations to the investment committee.
• Monitor and analyze the performance of existing portfolio holdings, identifying trends and risks.
• Assist in the construction and rebalancing of investment portfolios based on market conditions and client objectives.
• Prepare comprehensive investment reports, presentations, and market commentary.
• Stay current with economic news, market developments, and regulatory changes impacting financial markets.
• Collaborate with trading desks and other financial professionals to execute investment strategies.
• Ensure compliance with all relevant financial regulations and internal policies.
• Contribute to the refinement of investment strategies and risk management frameworks.

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. A Master's degree or CFA charter (or progress towards it) is highly desirable.
• Minimum of 3 years of experience in investment analysis, equity research, or portfolio management within the financial services industry.
• Strong proficiency in financial modelling, valuation techniques, and statistical analysis.
• Excellent analytical and critical thinking skills with a keen eye for detail.
• Familiarity with various financial databases (e.g., Bloomberg, Refinitiv) and analytical tools.
• Effective written and verbal communication skills, with the ability to present complex information clearly and concisely.
• Ability to work effectively under pressure and meet tight deadlines.
• Team player with a strong work ethic and commitment to professional development.
• Knowledge of fixed income, equities, derivatives, and alternative investments is a plus.

• Conduct comprehensive financial and fundamental analysis of public and private companies.
• Research and evaluate investment opportunities across equities, fixed income, and alternative assets.
• Develop financial models to forecast company performance and valuation.
• Monitor macroeconomic trends and their potential impact on investment portfolios.
• Assist in the construction and management of investment portfolios, aligning with client objectives and risk tolerances.
• Track and analyze portfolio performance, identifying drivers of returns and risks.
• Prepare investment research reports, memos, and presentations for internal review and client communication.
• Collaborate with portfolio managers to execute trades and manage asset allocations.
• Stay abreast of regulatory changes and market developments impacting the investment industry.
• Maintain a thorough understanding of the firm's investment philosophy and process.

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
• Relevant professional qualifications such as CFA (or progress towards), ACCA, or CIMA are highly desirable.
• 2-4 years of experience in investment analysis, portfolio management, or a related financial role.
• Strong proficiency in financial modeling, valuation techniques, and data analysis tools (e.g., Excel, Bloomberg Terminal).
• Excellent understanding of financial markets, investment strategies, and risk management.
• Strong written and verbal communication skills, with the ability to present complex information clearly.
• Ability to work effectively in a hybrid team environment in **Wolverhampton, West Midlands, UK**.
• High level of attention to detail and accuracy.

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
• Minimum of 3-5 years of experience in investment analysis, portfolio management, or a similar financial role.
• Strong analytical and quantitative skills, with proficiency in financial modelling and valuation techniques.
• In-depth knowledge of capital markets, financial instruments, and investment strategies.
• Experience using financial data platforms (e.g., Bloomberg, Refinitiv Eikon).
• Excellent communication and presentation skills, capable of articulating complex financial concepts.
• CFA charterholder or progress towards the CFA designation is highly desirable.
• Ability to work effectively in a fast-paced, team-oriented environment.
• Detail-oriented with a high degree of accuracy.
• Must be eligible to work in the UK and able to work full-time from our Leeds office.

About Low Carbon

Low Carbon is a purpose driven company that creates large-scale renewable energy in the global fight against climate change. Our mission is to protect the planet for future generations while delivering positive returns for our communities and investors. Our goal is to produce as much new renewable energy as possible while limiting our own environmental impact. We do this by developing, investing in, and operating large-scale renewable energy projects across the globe.

Our partnership with the Massachusetts Mutual Life Insurance Company (MassMutual) is enabling us to accelerate the deployment of large-scale renewable energy and underpins our ambition to transform the global energy sector from fossil fuels to zero carbon.

All of us at Low Carbon know that trust is a vital component of the climate fight. We are a long-standing certified B-Corporation, a reflection of our fundamental ethos to balance the needs of the environment and society with our bottom line.

We are extremely proud of the highly professional and talented team at Low Carbon.  We have built a positive learning culture that incorporates respect, trust, collaboration, and a shared passion to combat climate change.  It is an open, friendly and supportive environment, and we are proud to say we work here. As we grow, we are committed to increasing diversity in the team, and continuing to foster an inclusive environment where we can learn from each other.

The Fund Management Team

Low Carbon is looking to appoint an Associate Intern within the Fund Management team who will report directly to an Investment Manager, and support the wider team. Low Carbon Investment Management is an FCA accredited manager that makes investments into late-stage renewables assets on behalf of third parties. LCIM is currently raising its first fund – Low Carbon Renewables Fund (“LCRF”) – with a target size €500m, first close targeted in 1H 2024 and over 1GW of seed assets secured.

Key Responsibilities

Support the execution of new investment transactions (Primary responsibilities)

• Develop an understanding of the investment criteria of LCIM fund mandates
• Lead country and renewable technology sector research activities and feed this into MD, ID and IM investment sourcing activities
• Support IMs, IDs and MDs in the analysis and evaluation of new investment opportunities, including financial analysis, risk and counterparty analysis, relevant industry research:
• Build and modify financial models for investment opportunities, including complex operational, investment structuring and debt financing structures
• Prepare investment committee papers supporting new investments, new projects or other material investment decisions
• Project manage due diligence workstreams, assist IMs and IDs to critically review the work of third-party advisors
• Contribute to the review of transaction documentation and transaction funding
• Contribute to the sourcing of new investment opportunities

Monitor the performance of portfolio investments (secondary responsibilities)

• Lead the preparation of internal and investor reporting and valuation for portfolio investments, including ownership of investment model
• Collect and review financial and other information from portfolio companies in order to monitor progress
• Liaise with portfolio companies on ongoing corporate actions, collection of fees and dividends, redemptions etc.

Desired Outcomes

• Quickly develop an understanding of the LCIM strategy and its investment criteria, including performance metrics, sectoral and geographic focus
• Build strong internal relationships and become a key part of the team
• Begin to assist IMs, IDs and MDs in analysing investment opportunities and supporting fund raising activities
• Support IMs, IDs and MDs in analysing and presenting investment opportunities to Investment Committee

The Candidate

Our ideal candidate will have the following characteristics:

• A strong analytical tool kit (qualitative and quantitative) with strong conceptual thinking and problem-solving skills
• Experience in financial modelling & managing DD processes
• Be driven, dynamic, forward thinking, innovative and agile; and be comfortable working in a fast paced, adaptable environment
• Based in the UK, happy, willing & able to travel to the LCIM target geographies and comfortable operating within those cultures
• A personal interest and understanding of renewables and climate change coupled with a deep appreciation for investing

Professional Skills & Experience Required

• Advanced knowledge of MS Excel, Word and PowerPoint. Experience in building cashflow models including complex project financing and investment structures and advanced valuation concepts
• Experience in corporate finance advisory, investment management, investment banking or strategy consultancy (Preferably investment bank or boutique investment banks)
• Experience in buyside M&A / energy / infrastructure would be highly regarded

Our Compensation and Benefits

• Competitive salary
• 26 days holiday + your birthday off (pro-rata for the duration of your internship)
• Lots of office social events
• Working in newly fit-out offices in Central London
• Get to work with an experienced, talented team of renewable energy professionals
• Be a part of a dynamic, entrepreneurial mission driven culture
• Make your unique contribution to the fight against climate change

This role as an AD - Portfolio Management is a high-impact position with the National Wealth Fund , suited for a strategic thinker with excellent analytical, negotiation, and stakeholder management skills. This is a unique opportunity to drive meaningful change while delivering strong financial returns, while making a difference in the UK's infrastructure and sustainability landscape.

Client Details

The National Wealth Fund are focused on driving economic growth and achieving Net Zero objectives in the UK. The organisation mobilises sector insights and investment expertise to unlock private finance for projects across the country, with a capital provision of nearly 30 billion.

This is a full time and permanent position that will be located in Leeds - you must be able to commit to at least 3 working days in the Leeds office.

Description

This senior leadership role is responsible for overseeing a diverse portfolio of loans, guarantees, and equity investments across key infrastructure sectors including clean energy, transport, digital, water, and waste. The Assistant Director will lead a team of portfolio managers, ensuring that investments align with the organisations dual mission of achieving net zero carbon emissions and fostering local and regional economic growth.

Product experience relevant to the NWF's product offering: equity, fixed and floating loans, guarantees (including inflation linked debt guarantees), noting that specific experience in direct equity investment and equity funds would be advantageous.

Key responsibilities include monitoring project performance, conducting financial and risk analysis, negotiating waivers and consents, and contributing to strategic decision-making processes.

The role also involves engaging with external stakeholders such as project sponsors, equity fund managers, and legal advisors to safeguard the organisations interests and reputation.

Profile

The ideal candidate will bring:

• Proven experience in infrastructure portfolio management
• Experience in direct equity investment and equity funds will be an advantage
• Debt experience, ideally gained in a banking or project finance environment is critical as you will engage in debt structuring, refinancing, credit analysis and monitoring/management of their loan portfolio
• Strong commercial acumen and accountability for high-value projects
• Sector expertise in energy, transport, growth finance, direct equity or social infrastructure
• Deep knowledge of debt structuring, refinancing, and credit analysis
• Familiarity with financial products such as loans, guarantees, and equity investments

This is a high-impact position suited for a strategic thinker with excellent analytical, negotiation, and stakeholder management skills.

• *This is a full time and permanent position that will be located in Leeds - you must be able to commit to at least 3 working days in the Leeds office.*

Job Offer

• A collaborative environment
• A base salary between 90,000 - 120,000 p/a
• A fantastic benefits package including a 10% cash allowance for a flexible benefits fund (capped at 15k).
• A very generous pension offering, 10% employer contribution, increasing to 15% if employees also contribute 5%. (20% in total) Individuals can select to use flexible benefits for the 5%.
• 30 days annual leave (option to buy & sell 5 days A/L)
• Core benefits include life assurance and income protection cover
• The organisation values diversity and inclusion, offering competitive benefits and unique learning opportunities from combining private and public sector skills and experience. Background checks are conducted for all roles.

• Overseeing loan portfolios to ensure alignment with risk appetite and investment strategy.
• Monitoring and mitigating risks associated with borrower defaults.
• Conducting financial analysis and modelling to assess loan performance.
• Preparing detailed reports on portfolio performance for senior management.
• Collaborating on strategy development for portfolio growth.
• Maintaining relationships with clients and stakeholders.
• Leading and mentoring junior team members.
• Participating in credit assessments and recommending decisions.
• Collaborating with underwriting, collections, and compliance teams.
• Utilising portfolio management software for data analysis.
• Staying informed on industry trends and regulatory changes.

• Annual salary of 90,000 - 100,000
• Bonus and company equity plan
• Company pension
• Life insurance
• Income protection
• Healthcare

• Extensive experience in real estate financing, particularly in private equity.
• Strong commercial acumen and operational discipline.
• Attention to detail for identifying potential risk issues.
• In-depth regulatory knowledge and understanding of financial laws.
• Effective communication skills for guidance and training.
• High ethical standards for unbiased compliance practices.