Investment Portfolio Manager

4 weeks ago


Leeds, Leeds, United Kingdom Finatal Full time

Job Title: Investment Manager

Location: Leeds (On-site)

CEB12040

About the role:

We are seeking an experienced Investment Manager to join our team at Finatal. As an Investment Manager, you will play a key role in sourcing, evaluating, executing, and managing investments in high-growth UK companies.

Key Responsibilities:

  • Proactively identify and develop investment opportunities through networking, industry contacts, and market research.
  • Lead and support negotiations, structuring, and documentation of deals.
  • Conduct thorough due diligence in financial, market, and operational assessments of potential investments, including valuation analysis, risk assessments, and business model evaluations.
  • Stay up to date with market and sector trends to inform investment strategies and identify emerging opportunities.

Ideal Candidate:

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


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