Investment Associate

Role: Investment Associate

Location: London (Hybrid)

 

Overview

We are working with a leading specialist investment manager focused on the energy transition, investing in battery energy storage systems (BESS) and renewable energy infrastructure across international markets.

The business has established itself as one of the early pioneers within the energy storage sector, combining deep renewable energy expertise with private equity investment capabilities. With a growing international portfolio of operational and development-stage assets, the organisation continues to deploy capital into innovative energy infrastructure that supports the transition to a low-carbon, secure, and sustainable energy system.

As the investment platform continues to expand, the business is seeking an Investment Associate to join its growing Investment team. This role offers broad exposure across the full investment lifecycle, including transaction execution, financial modelling, asset valuation, due diligence, portfolio analysis, and sell-side processes, while working closely with senior investment professionals on strategic investment decisions.

 

The Role

We are seeking an Investment Associate to support the evaluation, execution, and management of battery energy storage and renewable energy infrastructure investments.

This is a highly analytical and transaction-focused role, offering exposure across acquisitions, asset valuations, portfolio management, and capital recycling activities.

The successful candidate will work closely with senior members of the Investment team, supporting live transactions, preparing investment recommendations, and delivering financial analysis that underpins strategic investment decisions.

The position offers an excellent opportunity for an ambitious investment professional looking to accelerate their career within a leading energy transition investment platform.

 

Key Responsibilities

Financial Modelling & Valuation

●  Build, maintain, and enhance complex financial models to support investment analysis, asset valuations, and transaction execution

●  Develop discounted cash flow (DCF) models and valuation analyses for pipeline opportunities and existing portfolio assets

●  Perform scenario, sensitivity, and returns analysis across multiple investment opportunities

●  Produce Net Asset Value (NAV) calculations and portfolio valuation analysis

●  Work closely with external valuers and auditors to support valuation assumptions and financial modelling outputs

 

Transaction Execution & Investment Analysis

●  Support acquisitions and sell-side transaction processes from initial assessment through to completion

●  Analyse investment opportunities through detailed financial, commercial, and technical due diligence

●  Manage transaction data rooms and coordinate information requests across multiple stakeholders

●  Prepare investment papers, Investment Committee materials, and transaction presentations

●  Support negotiations and transaction workstreams alongside internal teams and external advisers

 

Portfolio & Market Analysis

●  Monitor battery energy storage and renewable energy markets, identifying key commercial, regulatory, and investment trends

●  Produce regular market intelligence, sector analysis, and investment research across existing and emerging markets

●  Support ongoing portfolio analysis through financial performance monitoring and valuation updates

●  Review management accounts and support cash flow forecasting, budgeting, and financial performance analysis across portfolio companies

 

Governance & Reporting

●  Prepare Investment Committee papers, board presentations, and investment recommendations

●  Support interim and annual reporting through financial analysis of portfolio performance

●  Produce investor reporting and ad hoc analytical materials for internal and external stakeholders

●  Ensure high-quality financial analysis and reporting to support strategic decision-making

 

Experience and Background

Essential

●  Bachelor's degree in Finance, Economics, Business, Engineering, Mathematics, or a related discipline

●  Approximately 4+ years' experience within investment banking, financial advisory, Big Four, infrastructure investing, private equity, or principal investment environments

●  Exceptional financial modelling and valuation skills, including discounted cash flow (DCF) modelling

●  Strong understanding of accounting principles and cash flow modelling

●  Advanced Excel and PowerPoint capabilities

●  Experience supporting live transaction execution, due diligence, and investment analysis

●  Strong analytical capability with excellent commercial judgement

●  Excellent written and verbal communication skills

●  Ability to manage multiple workstreams within a fast-paced investment environment

 

Desirable

●  Master's degree in Finance, Economics, Business, or a related discipline

●  ACA qualification completed or in progress

●  Experience within battery energy storage systems (BESS), renewable energy, infrastructure, or wider energy transition investments

●  Exposure to asset valuation, portfolio management, or sell-side transaction processes

●  Experience working within principal investment, infrastructure funds, or specialist energy investment platforms

Personal Attributes

●  Proactive, self-starting mindset with strong ownership of deliverables

●  Strong analytical and problem-solving capability with exceptional attention to detail

●  Commercially minded with a genuine interest in private investing and energy transition infrastructure

●  Comfortable operating within a lean, entrepreneurial investment team

●  Excellent organisational skills with the ability to balance multiple priorities and deadlines

●  Strong interpersonal and stakeholder management skills

●  Curious, ambitious, and motivated to continuously develop technical and commercial expertise

●  Passionate about renewable energy, battery energy storage, and the transition to a low-carbon economy