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- Tasks: Lead a dynamic investment team and manage the entire deal process for SME targets.
- Company: Join a top national PE firm known for high returns and ambitious growth.
- Benefits: Enjoy a competitive salary, strong bonuses, and participation in a lucrative fund scheme.
- Why this job: Be part of a hands-on role that drives growth and builds valuable relationships in the industry.
- Qualifications: Ideal for experienced investors or corporate finance professionals ready to transition into PE.
- Other info: Located in Leeds City Centre; relocation required for non-local applicants.
The predicted salary is between 72000 - 168000 £ per year.
My client is a leading national PE firm with a long established successful track record of producing consistently high returns. The firm has recently launched a sizeable new VCT lower mid-market Private Equity growth fund targeting high quality ambitious SMEs across the Yorkshire, East Midlands and Humber regions with equity cheque investments up to £5m.
This hands-on Investment Director role will span responsibility for:
- Supporting the development of a small, high quality Investment team.
- Marketing the Fund using your strong professional network as well as leading the proactive identification of "off market" SME targets across the region.
- Managing the entire deal process from origination to completion.
- Ongoing "business partnership" professional support and advice to portfolio companies to achieve their strategic goals in order to maximise their profitable growth potential and shareholder value on successful future exit.
The successful candidate will either already be a successful Investor or alternatively an experienced Corporate Finance professional looking to make the career step into a PE Investor role. You must also be self-driven, results-orientated with a clear focus on quality and performance, as well as having an engaging personality with the ability to build strong and trusted relationships across the deal-making professional community and portfolio companies.
In return, my client offers a competitive starting salary up to £120k plus strong annual bonus potential and participation in the Fund "Carry" scheme which is expected to deliver significant future value.
Please send your latest CV in strictest confidence to Morgan Financial Search, the retained consultant. All relevant applicants can expect a prompt direct response. Alternatively, feel free to message Tom or Martin directly for an initial confidential enquiry.
PE Investment Director employer: Morgan Financial Search and Selection
Contact Detail:
Morgan Financial Search and Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PE Investment Director
✨Tip Number 1
Network actively within the private equity and corporate finance sectors. Attend industry events, seminars, and workshops in Yorkshire and the East Midlands to connect with professionals who can provide insights or referrals for the Investment Director role.
✨Tip Number 2
Leverage your existing professional relationships to gather information about potential off-market SME targets. Engaging with your network can help you identify opportunities that align with the fund's investment strategy.
✨Tip Number 3
Demonstrate your understanding of the local market dynamics in Yorkshire, East Midlands, and Humber regions. Familiarise yourself with the key players and trends in these areas to showcase your expertise during networking conversations.
✨Tip Number 4
Prepare to discuss your approach to managing the deal process from origination to completion. Be ready to share examples of how you've successfully navigated similar processes in your previous roles, highlighting your results-oriented mindset.
We think you need these skills to ace PE Investment Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private equity or corporate finance. Emphasise your track record of successful investments or deals, and showcase your ability to build relationships within the industry.
Craft a Compelling Cover Letter: Write a cover letter that clearly outlines your motivation for applying to this specific role. Mention your understanding of the firm's focus on SME investments and how your skills align with their goals.
Highlight Your Network: Since the role involves marketing the fund and identifying off-market targets, be sure to mention your professional network. Provide examples of how you've leveraged your connections in previous roles to achieve results.
Showcase Results Orientation: In your application, demonstrate your results-oriented mindset. Include specific examples of how you've driven growth or maximised shareholder value in past positions, as this aligns with the firm's expectations for the role.
How to prepare for a job interview at Morgan Financial Search and Selection
✨Showcase Your Network
As a PE Investment Director, your ability to leverage a strong professional network is crucial. Be prepared to discuss how you've successfully marketed funds in the past and the connections you can bring to the table.
✨Demonstrate Deal Management Skills
Highlight your experience in managing the entire deal process from origination to completion. Prepare specific examples of deals you've led, focusing on your role and the outcomes achieved.
✨Emphasise Relationship Building
The role requires building trusted relationships with portfolio companies and the deal-making community. Share instances where you've successfully developed partnerships and how those relationships contributed to business growth.
✨Align with Company Values
Research the firm's values and mission. During the interview, express how your personal and professional goals align with their focus on quality, performance, and supporting SME growth in the region.
