Investment Associate - Family Owned Business

Michael Page Finance
05 Jun 2018
19 Jun 2018
Contract Type
  • Opportunity to work with the C-suite on executive investment decisions
  • Exciting high growth environment with lots of career development potential

About Our Client

Shallan (UK) Ltd is a privately owned family office with holdings and interests across multiple asset classes including hotels (owned and operated), property and private equity type investments. It conducts business both in the UK and internationally across a range of sectors.

Job Description

Key Responsibilities & Activities

Investment Management

  • On-going financial analysis of various current investments (passive and joint ventures) which will include comparison on previous and current business plans and analysis of future value / potential
  • Active role to be taken on structuring and funding of joint venture investments including liaising with joint venture partners and other external parties where required
  • Liaising with Management to keep up to date on passive investments
  • Financial models to be set-up and maintained where necessary
  • Analysis of board pack information where provided in advance of board meetings
  • Regular presentations to the Board and CFO to update them on the various investments

Investment Analysis

Analysis of new investment opportunities that come in, as well as new projects within the existing scope of business.

This will include:

  • Relevant market research
  • Due Diligence on the company and other shareholders where appropriate
  • Financial Modelling including returns analyses
  • Presentations to be made to the Board and CFO along with recommendations for the new investment / project


Take an active role in new projects and initiatives that the business is moving forward with.

This will include:

  • Reviewing and staying on-top of any legal documentation
  • Creating budgets and then staying on top of the numbers and costs
  • Day-to-day co-ordination with the project team and regular visits to the various sites

Legal & Admin

  • Take the lead on day-to-day banking and legal requirements
  • Regular review of company insurance matters
  • Maintaining company records
  • Review of legal docs on an ad hoc basis

The Successful Applicant

Person Specification

Education & Qualifications

  • A bachelor's degree or higher
  • CFA or ACA preferable


Relevant financial and legal experience (Banking / Consultancy / Other)


  • Ability to analyse a wide range of opportunities and existing businesses and put forward well informed opinions and views
  • Ability to project manage on new initiatives the company moves forward with
  • Ability to give full attention to what other people are saying and to use logic and reason to identify the strengths and weaknesses of alternative solutions


  • "Can do attitude"
  • Integrity - being honest and ethical
  • Leadership - a willingness to lead, take charge, and offer opinions and direction
  • Initiative - a willingness to take on responsibilities and challenges
  • Stress tolerance - accepting criticism and dealing calmly and effectively with high stress situations

Effective & Persuasive Communication Skills

  • Well-developed communication skills both verbal and written
  • A strong communicator with a direct and open style
  • Effectively able to collaborate with all levels of personnel

What's on Offer

Market leading salary and benefits

Ref Code: MPFE13923687Z