At a Glance
- Tasks: Lead complex private equity and credit transactions from start to finish.
- Company: Join a top mid-market investment firm with a collaborative culture.
- Benefits: Competitive salary, bonuses, and opportunities for long-term career growth.
- Other info: Dynamic role with exposure to fundraising and strategic initiatives.
- Why this job: Make a real impact in the investment world while working with experienced professionals.
- Qualifications: Experience in private equity or investment banking, strong financial modelling skills.
The predicted salary is between 80000 - 100000 £ per year.
Finatal is partnering with a leading mid-market investment firm to appoint a Vice President, Transactions. Investing across both private equity and private credit, the firm is seeking an experienced deal professional to lead transaction execution from origination through to completion, while also driving strategic value creation initiatives across its portfolio.
Working closely with senior Partners, you will take ownership of complex transactions, manage external advisers, and play a key role in investment committee processes. The role also offers exposure to fundraising and co-investment activity, providing an excellent platform for long‑term progression within a collaborative, entrepreneurial investment team.
Responsibilities:
- Lead end-to-end execution of private equity and private credit transactions
- Structure investments, build financial models, and manage due diligence processes
- Drive transactions through investment committee to completion
- Manage legal advisers and external stakeholders throughout the deal lifecycle
- Lead portfolio transaction workstreams, including refinancings, restructurings, bolt-on acquisitions, recapitalisations, and exits
- Own transaction timelines, coordinating multiple workstreams to successful completion
- Support fundraising and co-investment execution as required
Requirements:
- Significant transaction experience gained in private equity, investment banking, corporate finance, or M&A
- Strong financial modelling, valuation, and deal structuring skills
- Proven experience managing transaction processes through to completion
- Commercial judgement with the ability to lead negotiations and manage external advisers
- Excellent project management, communication, and stakeholder management skills
- Interest in investing across both equity and credit strategies; exposure to structured or special situations is advantageous
- ACA, CFA, or a similar professional qualification is welcomed but not essential
Investment Vice President employer: Finatal
Finatal is an exceptional employer, offering a dynamic work environment where you can play a pivotal role in transforming a software company post buy-out. With a focus on employee growth and development, you'll have the opportunity to collaborate closely with experienced leaders and build a top-tier finance team, all while enjoying the benefits of working in a fast-paced, innovative sector.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Vice President
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Finatal, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Finatal.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Finatal.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Finatal, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Vice President
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Finatal want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Finatal.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Finatal will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Finatal. Numbers speak louder than words!
How to prepare for a job interview at Finatal
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Finatal want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withFinatal.
