Investment Portfolio Manager
4 weeks ago
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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