Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

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.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Here is a selection of what we offer;

Wellbeing

Wellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance

Monetary

Non-contributory Pension & Discretionary Bonus

Life & Income Protection

Life Assurance, Critical Illness & Income Protection

Travel

Season Ticket Loan & Electric Vehicle Scheme 

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.

The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.

If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist.