Are you a commercially astute, innovative, and collaborative professional with a strong track record in investment strategy and portfolio management? We are seeking a dedicated individual to steer our investment activities, deliver sustainable growth, and shape the vision of our investment strategy. Join us to drive impactful investment decisions, foster strong industry relationships, and support strategic organisational objectives in a fast-paced environment.

Key Responsibilities in Investment Strategy, Portfolio Management, and Leadership

• Develop and implement overarching investment strategies that align with organisational objectives, risk appetite, and long-term growth goals.
• Identify, evaluate, and execute investment opportunities across multiple asset classes, ensuring thorough due diligence, analysis, and value assessment.
• Lead end-to-end deal processes, including origination, structuring, negotiation, execution, and post-investment monitoring.
• Manage and optimise a diverse portfolio of investments, tracking performance metrics and identifying opportunities for enhancement or realisation.
• Cultivate relationships with key stakeholders, including co-investors, financial institutions, advisors, and target companies.
• Conduct in-depth market research and industry analysis to inform investment decisions and identify emerging opportunities and risks.
• Collaborate closely with finance, legal, and executive teams to ensure investments align with governance standards, regulatory compliance, and risk management protocols.
• Prepare and deliver clear, insightful investment reports, recommendations, and presentations to senior leadership and board members.
• Champion a culture of ethical investing, innovation, and continuous professional development within the investment team.

Essential Skills and Experience for Investment Lead Roles

• Significant experience in investment management, private equity, corporate development, or a similar environment.
• Proven expertise in financial modelling, valuation, market research, and due diligence processes.
• Strong commercial acumen and ability to evaluate complex business opportunities from both a quantitative and qualitative perspective.
• Demonstrable skills in deal structuring, negotiations, and portfolio optimisation.
• Excellent interpersonal and communication skills, with the ability to build relationships and influence stakeholders at all levels.
• Exceptional analytical, critical thinking, and decision-making capabilities underpinned by sound judgement and attention to detail.
• Ability to lead, motivate, and develop a high-performing, diverse team.
• Resilience, adaptability, and integrity in navigating ambiguity and challenging situations.

Qualifications for Senior Investment and Portfolio Leadership

• Relevant professional qualifications (e.g. CFA, ACA, MBA, or equivalent experience) are strongly valued.
• Thorough understanding of UK investment regulations, corporate governance, and compliance requirements.
• Commitment to ongoing professional development and staying up to date with market trends, emerging sectors, and new investment tools.

Benefits of Joining Our Investment Management Team

• Competitive salary and comprehensive benefits, inclusive of pension and health support schemes.
• Opportunity to influence and shape the strategic direction of our organisation’s investment activities.
• Access to continuous professional development, industry certifications, and leadership training.
• Flexible and hybrid working arrangements supporting a healthy work-life balance.
• An inclusive, forward-thinking, and supportive working culture that values diversity, innovation, and growth.

Application Process for Investment Leadership Opportunities

If you are ready to drive transformational investment outcomes and take a leading role in our evolving investment strategy, we invite you to apply. Please submit your CV and a concise cover letter outlining your relevant experience, inspirational leadership, and vision for investment excellence.

We are committed to building a diverse, equitable, and inclusive organisation. Applications are warmly welcomed from candidates of all backgrounds and identities. All submissions are treated confidentially, and shortlisted candidates may be invited for interview on a rolling basis.