Investment Analyst

Investment Analyst

ABOUT US

Blenheim Chalcot is the UK's leading digital venture builder. We invest more than just funds, we invest our knowledge and experience, our ideas and infrastructure. Our ventures are at the forefront of a multitude of industries being disrupted digitally, including FinTech, EdTech, GovTech, Media, Sport, Charity and more. We are highly entrepreneurial and seek opportunities where digital technologies can disrupt major markets - ventures we have built range from ClearScore to Agilisys and AVADO to even the Rajasthan Royals IPL cricket team.

All our 20+ portfolio companies have each been conceived and launched by us and now have total sales of over £0.5bn and more than 3,000 employees. Our assets under management stand at greater than £1.8bn.

As part of our expansion strategy, in 2022, we are working increasingly closely with financial and strategic partners, such as PayPal, FIS, Legal & General, Experian, Google, Worldpay, Barclays, Imperial College and some of the leading international VC and PE companies including General Atlantic, Lead Edge, QED, FTV, Highland and Frog Capital.

OUR CULTURE:

Our culture is inclusive, modern, friendly, smart and innovative – we seek to employ bright, positive thinking individuals with a can-do attitude. Our people enjoy challenging themselves to be the best at what they do – if that sounds like you, you'll fit right in!

IMPACT BEYOND PROFIT:

15% of our partnerships and ventures are charities. These are the British Asian Trust, The Royal Foundation, Onside Youth Zones, Baby Zones and Charity Digital. In the same way that we support our ventures, our BC Founding Partners, Manoj Badale and Charles Mindenhall, provide direct hands-on support to the charities through sitting on the boards and much more.

THE BC INVESTMENT TEAM

The Investment Team is responsible for defining and executing the investment strategy of Blenheim Chalcot, working to provide our portfolio companies with the financial support and investment services they need to thrive. The team is responsible for:

• monitoring and analysing our current portfolio of 20+ companies, with a further 5+ new ventures in incubation stage,
• managing funds on behalf of BC Founding Partners as well as external HNWI / Family Office investors and providing investment governance,
• supporting CEOs / CFOs and boards of portfolio companies with strategy, fundraising, M&A, and debt refinancing,
• leading on marketplace engagement and investor relations, as well as
• supporting the incubation of our next generation of ventures.

THE ROLE

Key responsibilities

Portfolio Monitoring & Strategy:

• Be part of the investment team working to assess our ventures' performance
• Attend and learn to lead monthly monitoring meetings with portfolio company CEOs / CFOs
• Produce Investment Committee papers on prospective investment opportunities across the These papers include reviews of a company's progress, strategy, financial performance, market trends and competition, as well as analysis of the investment opportunity
• Help produce our quarterly portfolio report covering portfolio company performance, strategic considerations, helping refine BC's overall investment strategy
• Support our portfolio companies on fundraising (primary and secondary), strategic partnerships

Investor Relations:

• Engage with current investors e.g. handling investor queries and requests
• Produce quarterly holding statements and bi-annual reports and presentations for our HNW fund investors on the performance of their investment
• Maintain records in our central investment platform (Dynamo), which contains all our equity and debt investment data, as well as our investor portal

ABOUT YOU

The ideal candidate will have a data-driven mindset with strong attention to detail and the ability to identify trends and anomalies. You should also be comfortable working in a fast-moving business.

The ideal candidate

• Minimum of 2-3 years professional experience in an analytical role
• Excellent communication, written and people skills
• Strong Excel skills and structured thinking, with the ability to relay complex ideas clearly and simply
• Highly proactive and willing to take ownership of tasks, with strong organisational ability
• Good understanding of key company financial information
• Interest in innovation and high-growth technology companies, with the desire and ability to quickly learn new things in a fast-evolving sector
• Interest in developing further technical and financial skills, and a desire to grow within the role and BC

The following would be beneficial but are not essential:

• Understanding of key start-up metrics such as recurring revenue, customer acquisition cost and lifetime value
• Experience in preparing investor materials
• Experience in financial modelling and analysis, such as DCF and comparables
• Understanding of the UK or global start-up ecosystem and landscape
• Experience in an analytical role at a VC / PE, or in a Transaction Services / M&A Advisory team at a Big 4 accountancy practice or a leading M&A advisory firm
• Financial qualification such as CFA or ACA / ACCA would be beneficial

OUR BEHAVIOURS:

• Honesty and integrity – trustworthy
• Resilience – keep going when it gets tough, remain optimistic in the face of challenges, open to feedback and willingness to change and experiment
• Teamwork – be collaborative and supportive, elevating and developing others to deliver results
• Innovation – keep on improving, challenge how to make things better
• Deliver results – keep promises, drive to achieve, commit to high quality work
• People awareness – be collaborative supportive and respectful
• Commercial awareness – look for best value solutions for the business, understand costs / revenues and spend money wisely

WHAT WE CAN OFFER YOU:

• A fast-paced and exciting role in the central team within the UK's largest venture builder
• Ownership and responsibility to make things happen and make a real difference, in a diverse and innovative organisation
• A variety of training courses in soft and technical skills with weekly L&D sessions
• A friendly, start-up environment with fast-moving, entrepreneurial team culture
• Ability to grow long-term within Blenheim Chalcot – with opportunities for secondments into portfolio companies over time
• A fun and open, if a little cricket obsessed, atmosphere
• Discretionary bonus
• 25 days of paid holidays
• Life Assurance – 4 x annual salary. Pension Scheme, Cycle to Work Scheme

PROCESS

We have a rigorous recruitment process, which we use for all our roles to ensure we attract the very best talent.

Individuals seeking employment at Blenheim Chalcot must note we see diversity as a positive thing that creates a better workplace and delivers better outcomes, so we are keen to maximise the diversity of the workforce and actively encourage applications from anyone and everyone.