We have partnered with an FCA-authorised investment firm based in Belfast, specialising in the establishment and administration of specialist investment funds.
Working alongside specialist investment professionals, the business combines sector expertise with regulatory oversight and fund administration capabilities.
Our client is seeking an Investment Associate to support the day-to-day operations and administration of its investment fund portfolio.
The successful candidate will assist with a range of activities, including investor onboarding, regulatory compliance, preparation of investor documentation and communication with investment teams and external stakeholders.
This is a hands-on opportunity suited to someone with some experience in financial services, investment operations, venture capital or fund administration who is looking to develop their career within a specialist investment environment.
Working closely with senior colleagues, the Investment Associate will gain exposure to different aspects of fund operations, regulatory requirements and early-stage investment activity.
Responsibilities:
- Support the day-to-day administration and operation of a portfolio of investment funds.
- Assist with investor onboarding processes, including Know Your Customer (KYC), Anti-Money Laundering (AML) checks and investor categorisation.
- Assist in drafting, reviewing and updating Information Memoranda and other investor-facing documentation.
- Support compliance monitoring and record-keeping in accordance with FCA requirements, including COBS and AIFM regulations.
- Liaise with investment teams, Appointed Representatives and external stakeholders regarding investment activity, reporting and investor queries.
- Assist with due diligence on prospective portfolio companies and investment opportunities.
- Support the preparation of regulatory reports and investor communications.
- Maintain accurate investment records and ensure documentation is complete and up to date.
- Assist with the preparation of reports, presentations and other materials for internal and external stakeholders.
- Contribute to improvements in administrative processes and operational efficiency.
- Provide general support to senior colleagues across investment and fund-related activities.
Requirements
- Approximately 1–2 years’ experience within financial services, investment operations, fund administration, venture capital, early-stage investing or a related environment.
- A relevant degree or professional qualification in finance, accounting, economics, business or a related discipline, or equivalent practical experience.
- An understanding of investment products, financial markets or fund structures.
- Awareness of financial services regulation and compliance requirements.
- Strong written communication skills, with the ability to prepare clear and accurate documentation.
- Excellent attention to detail and strong organisational skills.
- Good analytical and problem-solving abilities.
- Proficiency in Microsoft Office, particularly Excel and Word.
- Ability to work effectively within a small team and manage multiple tasks to deadlines.
- A willingness to learn and develop technical knowledge of EIS, SEIS and venture capital investment structures.
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