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Junior Investment Analyst

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Uncapped

Jul 24, 2024

Applications are closed

  • Job
    Junior Level
  • Accounting & Tax
    Banking & Finance
  • London

Requirements

  • Previous internship and work experience with a financial institution is a big plus
  • Finance or accounting background
  • Keen eye for details and the ability to follow processes diligently
  • Numerate with good computer skills, with well-developed spreadsheet skills
  • Can communicate effectively in English, both verbally and in writing
  • Team player as well as able to work on your own initiative
  • Ability to manage time, meet deadlines and prioritise

Responsibilities

  • Providing pre-investment support to the Investment Team - this will involve reviewing data provided by customers and ensuring that they are complete and meet our minimum requirements.
  • Transferring relevant information from financial statements or bank statements into investment models and sense-checking model outcomes
  • Supporting the due diligence of integrity & accuracy of data provided by customers - liaising with account executives and customers to ensure that the information is gathered and fit for purpose
  • Documenting discussions and key actions coming out of the Credit Committee
  • Developing knowledge of Uncapped’s investment approach to different business segments
  • Participating in ad-hoc project work to improve our investment capabilities
  • Assisting in the preparation of due diligence reports, performing KYC and KYB checks to verify businesses and assisting in tracking due diligence timelines and deliverables

FAQs

What is the job title for this position?**

The job title is Junior Investment Analyst. **Question: Where is this job located?** **Answer:** The position is hybrid, requiring 2-3 days a week in the London Office. **Question: What is the main responsibility of the Junior Investment Analyst?** **Answer:** The main responsibility is to provide pre-investment analysis support to the Investment Team by ensuring that customer data is well-structured and standardized for effective review. **Question: What type of candidate is Uncapped looking for?** **Answer:** Uncapped is looking for a candidate with a finance or accounting background, preferably with previous internship or work experience in a financial institution, who has a keen eye for detail, good computer skills, and effective communication abilities. **Question: What opportunities for career progression does this role offer?** **Answer:** This role offers significant exposure to due diligence and underwriting processes, paving the way for a future career in risk analysis or due diligence decision-making with opportunities to take on greater responsibilities and deepen expertise. **Question: What are some specific tasks the Junior Investment Analyst will perform?** **Answer:** The tasks include reviewing data from customers, transferring information into investment models, supporting the due diligence process, documenting discussions from the Credit Committee, and assisting in the preparation of due diligence reports. **Question: What skills are required for this position?** **Answer:** Required skills include a keen eye for detail, the ability to follow processes diligently, good numerical and spreadsheet skills, effective communication in English, teamwork capabilities, and time management skills. **Question: What benefits does Uncapped offer to its employees?** **Answer:** Benefits include unlimited holiday, a competitive compensation plan, a personal growth fund, monthly recognition and awards, and the opportunity to make a significant impact on entrepreneurs in Europe and the US. **Question: What is Uncapped's mission?** **Answer:** Uncapped's mission is to provide the fastest and most affordable funding options for growing online businesses, addressing the limited financing options available for UK and European entrepreneurs. **Question: Who is eligible to apply for this position?** **Answer:** Only candidates eligible to work in the UK without requiring visa sponsorship are considered for this position.

Helping founders win | Fast, flexible finance to grow your business from £10k - £10m

Finance
Industry
51-200
Employees
2019
Founded Year

Mission & Purpose

Founded in 2019, Uncapped is a leading alternative finance provider empowering ambitious companies to turbocharge growth through non-dilutive capital. Uncapped provides working capital lines from £10k to £10m with no security, no hidden charges, and no personal guarantees, allowing founders to access fair and flexible finance to fund inventory, marketing and all other growth needs while retaining full control and ownership of their business.