At a Glance
- Tasks: Lead EIS investments, manage portfolios, and ensure compliance with regulations.
- Company: Join a boutique financial services firm in Belfast focused on supporting early-stage UK businesses.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Other info: Ideal for those who thrive in small teams and are eager to take on diverse responsibilities.
- Why this job: Make a real impact by supporting innovative businesses while gaining valuable investment management experience.
- Qualifications: 5+ years in investment management, strong EIS knowledge, and relevant qualifications preferred.
The predicted salary is between 48000 - 72000 £ per year.
We are recruiting for a boutique financial services business based in Belfast, Northern Ireland. They are looking for an experienced Investment Manager to join their team specialising in Enterprise Investment Scheme (EIS) funds, supporting early-stage UK businesses and delivering tax-efficient opportunities to investors.
This person would take a leading role in the origination, execution, and management of EIS investments and support ongoing regulatory, compliance and operational oversight.
Responsibilities
- Lead the identification, assessment, and execution of EIS-qualifying investments.
- Manage portfolio companies, including monitoring performance, supporting governance, and executing follow-on strategies or exits.
- Liaise with advisers, founders, legal counsel, and the internal compliance team.
- Serve as an FCA-approved person under a relevant SMF (e.g., SMF3 Executive Director or SMF27 Investment Management).
- Ensure ongoing compliance with FCA rules, AML regulations, GDPR, and internal policies.
- Support investor communications, reporting, and periodic fund valuations.
- Contribute to strategy, fundraising activity, and product development.
Qualifications & Experience
- Minimum 5+ years’ experience in investment management, venture capital, private equity, or a related field.
- Strong knowledge of the UK Enterprise Investment Scheme (EIS).
- Experience leading due diligence and transaction processes.
- Prior experience in portfolio or fund management (especially early-stage companies) is essential.
- Must meet the FCA Fit and Proper Test and be eligible to hold an SMF designation.
- Demonstrable understanding of AML, GDPR and FCA rules
- Relevant qualifications (e.g., CFA, ICAEW, or CISI Level 6) strongly preferred.
- Familiarity with small firm dynamics and willingness to take on varied tasks.
Investment Manager in Lisburn employer: Godfrey North
Join a dynamic boutique financial services firm in Belfast, where your expertise as an Investment Manager will directly impact early-stage UK businesses and provide tax-efficient opportunities for investors. With a strong emphasis on employee growth, a collaborative work culture, and the chance to lead significant investment initiatives, this role offers a rewarding environment for professionals seeking meaningful contributions in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Manager in Lisburn
✨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 Godfrey North, 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 Godfrey North.
✨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 Godfrey North.
✨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 Godfrey North, 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 Manager in Lisburn
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 Godfrey North 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 Godfrey North.
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 Godfrey North 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 Godfrey North. Numbers speak louder than words!
How to prepare for a job interview at Godfrey North
✨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 Godfrey North 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 withGodfrey North.
