Investment Associate

at  Mercia Asset Management PLC

Mercia is a national investment group focused on the creation/identification, funding and scaling of innovative technology businesses with high growth potential from the UK regions. As an Investment Associate in our Midlands based Ventures team, you will be supporting the investment in companies with a focus on the East or West Midlands geographic regions. Investments will be made from the Midlands Engine Investment Fund. You will also support with preparation of investment documentation and reporting. As your career develops you will not only attend board meetings but, in some cases, may represent Mercia as a Non-exec Director on the boards of some of our investee companies.
You will be based in the Midlands, and there is a requirement to travel to other Mercia offices and investee companies on a regular basis.

• Building strong relationships with sources of deal-flow in the market (e.g., advisors, lawyers, investors).
• Demonstrating a knowledge of the UK venture landscape – understanding the contribution of private equity /venture capital in terms of the achievement of the return on investment and can explain the features of different models of private equity/venture capital and their importance to an organisation.
• Carrying out market research to identify investment opportunities across a broad range of industries, providing data as directed and making recommendations for investment.
• Assessing the viability of an investment by building financial models as directed.
• Assisting with the modelling of deal structures and supporting with deal execution
• Monitoring operational performance of investments in line with an agreed plan.
• Applying good analytical skills to assess investee company performance on an ongoing basis post investment, including understanding any variances and reporting back internally.
• Carrying out research in the sector to provide insight into valuation metrics and M&A activity to support with deal structuring, value creation and exit planning and execution.
• Involvement in the preparation of investment and exit-related documentation as directed.
• Keeping our Group CRM system updated to ensure records are accurate and current.