Investment Portfolio Manager

24 hours ago


Manchester, United Kingdom Aspire Data Recruitment Full time

About the Opportunity

This is an exciting opportunity for an experienced Senior Investment Manager to join our team in Manchester.

As a member of our Investment team, you will be responsible for managing a portfolio of transactions, working closely with senior and junior Investment Analysts to review models and prepare investment papers.

Reporting to the Head of Investment, you will work across multiple geographies, liaising with external and internal stakeholders to ensure the Group meets its annual investment targets.

The role offers a competitive salary, negotiable + bonus & package, with exposure to senior Execs and leading hedge funds.

  • Responsibility for running portfolio acquisitions, working closely with senior and junior Investment Analysts.
  • Presentation of business cases to the Investment Committee.
  • Day-to-day management of a transaction process.
  • Liaise with external clients and internal stakeholders.
  • Post-acquisition review and analysis of actual performance vs. forecast.
  • Manage ad-hoc projects such as specific transaction structuring and investment strategy papers.

About You

You'll be an experienced financial services professional, financially adept and numerate with excellent Excel skills and the ability to manage multiple projects and stakeholders.

  • Ability to oversee multiple transactions simultaneously.
  • Preparation of investment papers, including coherent arguments and explanations of complex financial structures.
  • Response to scrutiny of papers.
  • Confidence and knowledge to handle calls with senior stakeholders.
  • People Management skills to enable effective team management, recruitment activity and coach/mentor skills.
  • Analytical and numerical skills to handle complex financial information.
  • Developed understanding and knowledge of financial products.
  • Understanding of legal aspects, risk and governance frameworks for transactions.

Salary Details

The estimated salary for this role is £80,000 - £120,000 per annum, depending on experience, plus a competitive bonus and benefits package.



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