Investment Portfolio Manager

5 days ago


Leeds, Leeds, United Kingdom Finatal Full time

About Finatal:

We are a dynamic financial services company dedicated to fostering innovation and growth in the UK market. Our investment portfolio spans various sectors, and we seek an experienced Investment Manager to spearhead our high-growth strategy.

Salary: £80,000 - £110,000 per annum

About the Role:

As an Investment Manager at Finatal, you will be responsible for sourcing, evaluating, executing, and managing investments in promising UK start-ups. Your key responsibilities will include:

  • Identifying and developing investment opportunities through extensive research, networking, and industry connections.
  • Leading and supporting negotiations, structuring, and documentation of deals.
  • Conducting thorough due diligence on potential investments, including financial, market, and operational assessments.
  • Staying up-to-date with market and sector trends to inform investment strategies and identify emerging opportunities.

Requirements:

To succeed as an Investment Manager at Finatal, you will need:

  • A minimum of 5-8 years of experience at a top accounting firm, preferably as a chartered accountant (ACA, ACCA, or equivalent).
  • Strong financial modelling and valuation skills, with a solid understanding of investment structuring.
  • The ability to critically evaluate business models, management teams, market potential, and exit strategies.
  • Demonstrable exceptional interpersonal and communication skills, with a strong ability to empathise and build rapport with clients.
  • A strong academic background, preferably with a 2:1 or First-class degree in Accounting, Finance, or a related field.

Benefits:

As a valued member of our team, you can expect:

  • A competitive salary package.
  • Ongoing professional development and training opportunities.
  • A collaborative and dynamic work environment.


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