Funding Associate

This role provides operational and analytical support to the Funding Manager in managing investment deals. It focuses on assisting with due diligence, coordinating approval processes, and maintaining accurate documentation throughout the investment lifecycle. The role requires strong attention to detail, analytical skills, and the ability to work collaboratively in a fast-paced environment.

• Conduct preliminary screening and analysis of investment proposals
• Develop and maintain accurate records of deal documentation and progress
• Coordinate and support financial, commercial, and operational due diligence activities
• Compile data and prepare initial analysis for review by the Funding Manager
• Assist in preparing documentation for Investment Committee submissions
• Ensure compliance with governance and approval protocols
• Track deal progress across the pipeline and ensure timely execution in line with internal approval frameworks
• Prepare draft reports on deal status and portfolio performance
• Provide timely updates to the Funding Manager
• Prepare quarterly and ad hoc portfolio performance reports for internal stakeholders
• Assist with post investment value creation initiatives and impact measurement where applicable
• Maintain accurate and up to date deal and portfolio documentation
• Act as a key point of contact for routine queries from investees, advisors, and internal stakeholders
• Build effective working relationships with internal teams (legal, risk, finance) and external partners
• Draft clear, concise investment papers, presentations, and internal updates
• Manage own tasks and deadlines effectively to support team objectives
• Collaborate with colleagues and demonstrate adaptability in a fast-paced environment
• Demonstrate strong attention to detail, accountability, and follow through

• Strong financial modelling, valuation, and analytical skills
• Solid understanding of corporate finance, investment structures, and risk analysis
• Ability to analyse financial statements and assess business performance
• Proficiency in Microsoft Excel, PowerPoint, and Word (advanced Excel preferred)
• Bachelor’s degree in Finance, Economics, Accounting, Investment Management, or related field
• Postgraduate qualification (Honours, CFA, or equivalent) advantageous
• 2–4 years’ experience in investment analysis, private equity, corporate finance, development finance, or impact investing
• Excellent command of the English language, both in communication ability and in drafting skills
• Excellent social skills, able to operate with diplomacy, tact and empathy
• A high degree of personal organisation and self-management