At a Glance
- Tasks: Lead the creation of strategic investment business cases for Board review.
- Company: Dynamic professional services firm with a focus on strategic investments.
- Benefits: Competitive monthly rate, flexible working, and potential for extension.
- Other info: Opportunity to influence key decisions in a collaborative environment.
- Why this job: Shape impactful investment narratives and work closely with senior leaders.
- Qualifications: 6-10+ years in corporate development or strategy roles, strong stakeholder engagement skills.
The predicted salary is between 60000 - 80000 £ per year.
A client in professional services is seeking an Investments Business Case Lead to join the internal Strategic Investments team through to the end of the year with potential to extend. You will lead the conversion of a prioritised pipeline of strategic investment ideas into decision‑ready business cases for Board review. Reporting into the Head of Investment – Finance, you will work closely with the CFO, Group Managing Partner, and senior investment owners to shape narratives, frame options, and deliver board‑grade materials ahead of key decision windows.
Responsibilities
- Convert prioritised investment ideas into board‑ready business cases, including narrative, options, and execution plans.
- Develop execution roadmaps, resourcing models, milestones, and mobilisation plans.
- Lead board‑pack development (approval memos, decision papers, evaluation outputs) across multiple parallel cases.
- Constructively challenge senior stakeholders and coordinate with Finance, Recruitment, and Systems teams.
Requirements
- 6-10+ years' experience in corporate development, value creation, strategy, or strategic finance roles.
- Experience working for a consultancy house on M&A and Strategy projects.
- Strong track record in investment narrative development, options framing, and capital allocation cases.
- Experience engaging and challenging senior stakeholders (Partner, C‑suite, or Investment Committee level).
- Ability to deliver board‑grade written and visual outputs while managing multiple workstreams in parallel.
Details
- Start date: As soon as possible.
- Duration: End of 2026 with the potential to extend.
- Monthly rate: Competitive DOE.
- Location: London ~ 2-3 days in office weekly.
Investments Business Case Lead - Professional Services employer: Freshminds Interim
Join a leading professional services firm in London, where you will thrive in a dynamic work culture that values innovation and collaboration. With a strong focus on employee growth, the company offers extensive development opportunities and competitive benefits, ensuring that you can advance your career while contributing to impactful investment strategies. Experience the unique advantage of working closely with senior leaders, shaping high-stakes business cases that drive the firm's strategic direction.
StudySmarter Expert Advice🤫
We think this is how you could land Investments Business Case Lead - Professional Services
✨Tip Number 1
Network like a pro! Reach out to your connections in the professional services sector and let them know you're on the hunt for an Investments Business Case Lead role. You never know who might have the inside scoop on opportunities or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your investment narrative skills. Be ready to discuss how you've successfully converted strategic ideas into board-ready business cases in the past. We want to see you shine when it comes to framing options and delivering compelling narratives!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you, and tailor your approach to each one. A targeted application is way more effective than a scattergun approach!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role. Let’s make sure they remember you!
We think you need these skills to ace Investments Business Case Lead - Professional Services
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in corporate development and strategic finance. We want to see how your background aligns with the role of Investments Business Case Lead, so don’t hold back on showcasing relevant projects!
Showcase Your Narrative Skills:Since you'll be developing board-ready business cases, it’s crucial to demonstrate your ability to craft compelling narratives. Use examples from your past work where you successfully shaped investment ideas into decision-ready materials. We love a good story!
Engage with Stakeholders:Highlight your experience in engaging and challenging senior stakeholders. We’re looking for someone who can constructively challenge and coordinate with various teams, so share specific instances where you’ve done this effectively.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensure you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Freshminds Interim
✨Know Your Business Cases
Make sure you’re well-versed in the art of crafting business cases. Brush up on how to convert investment ideas into compelling narratives and execution plans. Be ready to discuss examples from your past experience that showcase your ability to develop board-ready materials.
✨Engage with Stakeholders
Prepare to demonstrate your skills in engaging and challenging senior stakeholders. Think of specific instances where you’ve successfully navigated complex discussions or influenced decision-making at a high level. This will show that you can handle the pressure of working with C-suite executives.
✨Master the Metrics
Familiarise yourself with key financial metrics and capital allocation strategies relevant to the role. Be prepared to discuss how you’ve used these metrics in previous roles to drive value creation and strategic decisions. This will highlight your analytical skills and strategic mindset.
✨Showcase Your Project Management Skills
Since you'll be managing multiple workstreams, be ready to talk about your project management experience. Share examples of how you've developed execution roadmaps and mobilised teams effectively. This will demonstrate your ability to juggle priorities and deliver results under pressure.
