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- Tasks: Lead investment deals from start to finish and manage client relationships.
- Company: Join a dynamic investment boutique in London, specialising in retail and consumer sectors.
- Benefits: Enjoy competitive pay, growth opportunities, and a collaborative work environment.
- Why this job: Be part of a fast-paced team making impactful investments in high-growth businesses.
- Qualifications: 6 years of finance experience; degree in finance preferred; strong analytical skills required.
- Other info: Ideal for those passionate about technology-driven businesses and eager to learn.
The predicted salary is between 43200 - 72000 £ per year.
Stonebridge Executive Search is partnered with a specialist retail and consumer investment boutique based in London, focusing on businesses with turnovers between £10 million and £1 billion across the UK and Western Europe. The firm leverages decades of experience in the retail sector, encompassing roles as entrepreneurs, owners, operators, and investors. The firm provides both equity and debt financing for growth, buyouts, and turnarounds, utilising its own capital and that of selected investment partners.
In light of their recent growth, and headline investments in the news, the business seeks a dedicated and seasoned Investment Director to join their team. Collaborating closely with the COO to play a pivotal role in managing client relationships and executing transactions.
Responsibilities:
- Collaborate in executing deals, from origination to exit.
- Create and review Investment Memoranda (IMs) and Financial Models.
- Contribute to transaction process planning and deal structuring discussions.
- Supervise analysts/associates to ensure adherence to timelines and quality standards.
- Serve as a primary client contact for daily queries, adeptly handling internal and external discussions on deal matters.
- Negotiate commercial and legal terms with lenders and clients.
- Train and develop analysts/associates.
- Cultivate relationships with clients, potential clients, and lending partners.
- Stay current on relevant industry trends.
Preference for candidates with expertise in:
- Proficiency in financial statement analysis.
- Mastery of financial modelling.
- Competence in evaluating lending and/or investment transactions and structures.
- Ability to produce high-quality marketing, investment, and/or credit documents, summarising information from diverse sources concisely.
- Confidence and credibility in client and lender interactions.
- Strong enthusiasm for working with high-growth, technology-driven businesses within a fast-paced entrepreneurial environment.
- Demonstrated problem-solving and organizational skills.
- Effective written and verbal communication skills.
- Collaborative spirit and aptitude for teamwork.
- Advanced skills in Microsoft Excel and PowerPoint.
Qualifications & Experience:
- Bachelor's degree in a finance or related discipline.
- MBA/Advanced degree/CFA/CA highly advantageous but not mandatory.
- 6 years of relevant experience.
- Proficiency in written and spoken English.
- Experience in financial restructuring or equity advisory, private equity or venture capital investment, front-office banking, research and analysis roles in commercial, corporate, and institutional banking, investment banking/M&A, leveraged and acquisition finance, back-office corporate finance execution teams, or corporate development/in-house M&A roles.
Seniority level: Director
Employment type: Full-time
Job function: Finance
Industries: Investment Management, Accounting, and Financial Services
Investment Director employer: Stonebridge Executive Search
Contact Detail:
Stonebridge Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Director
✨Tip Number 1
Network strategically within the investment community. Attend industry events, seminars, and conferences where you can meet professionals in retail and consumer investments. Building relationships with key players can give you insights into job openings and potentially lead to referrals.
✨Tip Number 2
Stay updated on market trends and recent transactions in the retail sector. Being knowledgeable about current events and successful deals will not only help you in interviews but also demonstrate your genuine interest in the field.
✨Tip Number 3
Prepare for interviews by practising your negotiation skills. As an Investment Director, you'll need to negotiate terms with clients and lenders, so role-playing these scenarios with a friend or mentor can boost your confidence and effectiveness.
✨Tip Number 4
Showcase your leadership abilities during the interview process. Highlight experiences where you've trained or developed team members, as this is a key responsibility of the role. Demonstrating your capacity to lead and mentor will set you apart from other candidates.
We think you need these skills to ace Investment Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial restructuring, equity advisory, and investment management. Use specific examples that demonstrate your proficiency in financial modelling and client relationship management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your experience in executing financing transactions and how it aligns with the firm's focus on high-growth businesses.
Highlight Key Skills: In your application, emphasise your strong communication skills, problem-solving abilities, and collaborative spirit. These are crucial for the Investment Director role, especially when managing client relationships and negotiating terms.
Showcase Industry Knowledge: Demonstrate your understanding of current industry trends in retail and consumer investment. Mention any relevant insights or experiences that could add value to the firm and its clients.
How to prepare for a job interview at Stonebridge Executive Search
✨Showcase Your Financial Acumen
As an Investment Director, you'll need to demonstrate your expertise in financial statement analysis and financial modelling. Be prepared to discuss specific examples from your past experiences where you successfully executed financing transactions or managed investment portfolios.
✨Prepare for Client Interaction Scenarios
Since you'll be the primary contact for clients, practice how you would handle various client queries and negotiations. Think of potential questions they might ask about deal structures or terms, and prepare clear, confident responses that reflect your understanding of the industry.
✨Highlight Your Leadership Skills
You'll be supervising analysts and associates, so it's crucial to convey your leadership style. Share examples of how you've trained or developed team members in the past, and discuss your approach to ensuring quality standards and adherence to timelines.
✨Stay Updated on Industry Trends
Demonstrating your knowledge of current trends in the retail and consumer sectors can set you apart. Research recent developments, challenges, and opportunities within these industries, and be ready to discuss how they might impact investment strategies.
