Principal Investments, Associate

Role Overview: Principal Investments Associate

This role sits within the Principal Investments team and supports the full lifecycle of investment activity—from onboarding and monitoring to strategic exit execution. The successful candidate will contribute to value creation, regulatory compliance, and high-quality reporting and analysis for internal and external stakeholders.

Key Responsibilities

Portfolio Monitoring and Reporting

• Monitor and track performance of portfolio investments.
• Prepare periodic valuations and maintain accurate accounting records.
• Liaise with external auditors and prepare internal reports for senior stakeholders, including the Investment Committee.
• Assist with regulatory reporting and compliance processes.
• Contribute to stress testing and scenario analysis.

Regulatory Compliance

• Lead onboarding for investment partners and clients, ensuring documentation and due diligence are complete.
• Collaborate with Financial Crime and Compliance teams to uphold regulatory standards and mitigate risk.

Exit Strategy and Execution

• Identify and evaluate exit opportunities through market research and strategic analysis.
• Support disposal transactions, including drafting term sheets, coordinating approvals, and assisting in negotiations.
• Maintain a proactive approach to exit planning aligned with portfolio objectives.

Investment Analysis and Value Creation

• Conduct financial analysis of portfolio companies and interpret performance metrics.
• Assist in developing value creation strategies, including operational improvements and strategic initiatives.
• Prepare and present analytical reports and dashboards to internal stakeholders.

Stakeholder Engagement

• Facilitate communication with portfolio company stakeholders, including board meetings and investor updates.
• Build and maintain strong relationships with internal and external partners.

Cross-Functional Collaboration

• Support the desk head across various workstreams, including equity risk assessments and strategic reviews.
• Collaborate with other business units to ensure cohesive investment oversight and risk management.

Core Skills and Experience

• Experience in banking, investment analysis, or corporate finance.
• Strong analytical and quantitative skills, including financial modelling proficiency.
• High attention to detail and commitment to accuracy.
• Excellent written and verbal communication skills.
• Sound judgement and effective risk management.
• Integrity and a client-centric approach aligned with treating customers fairly.

Desirable Attributes

• Proactive and self-motivated with a strong sense of ownership.
• Comfortable working in a small team and contributing to legacy wind-down mandates.
• Strong interpersonal and relationship-management skills.
• Prior experience in private equity, principal investing, or strategic corporate finance is highly advantageous.