Investment Manager - Professional services

Investment Manager - Professional services

Full-Time 60000 - 80000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Lead the creation of strategic investment business cases for Board review.
  • Company: Join a dynamic professional services firm with a focus on innovation.
  • Benefits: Competitive salary, flexible working options, and opportunities for career advancement.
  • Other info: Potential for contract extension and growth within the company.
  • Why this job: Shape impactful investment strategies and collaborate with senior leaders.
  • Qualifications: 6-10+ years in corporate development or strategic finance roles.

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.

Investment Manager - Professional services employer: Freshminds

As an Investment Manager within our professional services firm, you will thrive in a dynamic and collaborative work culture that prioritises innovation and strategic thinking. We offer competitive benefits, including flexible working arrangements and opportunities for professional development, ensuring that you can grow your career while contributing to impactful investment decisions. Located in a vibrant city, our firm not only values your contributions but also fosters a supportive environment where your ideas can flourish.

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Contact Details:

Freshminds Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Investment Manager - Professional services

Tip Number 1

Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that interview.

Tip Number 2

Prepare for those interviews by researching the company inside out. Understand their values, recent projects, and challenges they face. This will help you tailor your responses and show you're genuinely interested.

Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or use online platforms to get comfortable with common questions. The more you practice, the more confident you'll feel when it’s time to shine.

Tip Number 4

Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates. Let’s get you that dream job!

We think you need these skills to ace Investment Manager - Professional services

Business Case Development
Strategic Thinking
Stakeholder Management
Narrative Construction
Execution Planning
Project Coordination
Financial Analysis

Some tips for your application 🫡

Tailor Your Application:Make sure to customise your CV and cover letter for the Investment Manager role. Highlight your relevant experience in corporate development and strategic finance, and show us how you can lead the conversion of investment ideas into business cases.

Showcase Your Skills:We want to see your skills in action! Use specific examples from your past roles to demonstrate how you've successfully developed board-ready materials and executed strategic plans. This will help us understand your approach and capabilities.

Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate well-structured documents that are easy to read. Make sure your narrative flows logically and highlights the key points that matter most to us.

Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team at StudySmarter!

How to prepare for a job interview at Freshminds

Know Your Business Cases

Make sure you understand the ins and outs of business case development. Brush up on how to convert investment ideas into compelling narratives and execution plans. Being able to discuss specific examples from your past experience will show that you’re ready to hit the ground running.

Engage with Stakeholders

Prepare to discuss how you've successfully collaborated with senior stakeholders in the past. Think about times when you’ve constructively challenged ideas or coordinated with different teams. This will demonstrate your ability to navigate complex organisational structures.

Master the Metrics

Familiarise yourself with key financial metrics and models relevant to strategic investments. Be ready to talk about how you’ve used data to inform decisions and shape investment strategies. This will highlight your analytical skills and strategic mindset.

Practice Your Presentation Skills

Since you'll be developing board-grade materials, practice presenting your ideas clearly and confidently. Consider doing mock presentations with friends or colleagues to refine your delivery. This will help you feel more comfortable when discussing your proposals during the interview.