Location
England | United Kingdom
Job description
Investment and Portfolio Manager | Central MCR
Axon Moore is delighted to be partnering with a well established firm as they look to hire an experienced Investment & Portfolio Manager. You would be joining a small team of investment professionals and is a great opportunity to combine traditional M&A transactional activities with ‘hands on’ portfolio management.
Salary - £80,000 - £100,000
Location – Central Manchester / Office based
Responsibilities will include: - Proactive deal origination – identifying new investment opportunities, largely through targeted research and direct approaches
- Effective and efficient project management. Overseeing the end to end M&A process ensuring adherence to timelines, milestones and deliverables
- Robust financial and commercial appraisal of new investment opportunities, presenting investment cases for approval
- Performing robust financial due diligence in house as required on smaller investments
- Development of integrated financial models to forecast likely returns, assess affordability of funding or to explore synergies and development opportunities
- Appointing and managing all required advisors to support transactions
- Liaising with lenders to negotiate and secure debt funding to support equity investment
- Performing valuation analysis and taking an active role in negotiation regarding price and deal structure and all commercial terms
- Preparing and presenting investment papers for approval
- Preparing and reviewing key transactional documents including offer letters, Heads of Terms and legal documents
- Preparing and maintaining internal management reporting as a business and also preparing statutory accounts and tax returns
- Building and maintaining a strong network of relationships with key financial intermediaries and professional advisors
- Market research and analysis as required to stay on top of industry trends and regulatory changes affecting portfolio business or the M&A market in general
- Setting up the required reporting and governance processes appropriate to the business/investment
- Project managing the due diligence process and negotiations to a successful completion, providing effective and timely updates to all stakeholders
- Working closely with management teams, monitoring and influencing financial performance, operational performance and business risk
- Appointing and Managing all advisors appropriate to the sales process
- Ensuring the accurate budgeting and forecasting is maintained within each investee business, supporting the management teams with the development of forecasting models and monthly reporting as required
- Preparing portfolio business for exit with robust succession planning and ensuring financial and operational readiness to maximize value on exit
- Serving on the board of several Investee Companies as appropriate as Finance/Investee companies, whom may have limited financial expertise
- Ensuring all Investee Companies maintain compliance with UK Company filing requirements (Companies House and HMRC)
Person Specification: - Qualified (ACCA, ACA, CA) with at least 5 years post qualified experience either in a Corporate Finance advisory role or commercially focused finance role
- Strong financial acumen and proficiency in financial modelling, valuation techniques and deal structuring
- Proven track record of executing M&A transactions is essential
- Strong teamwork ethic, offering support to colleagues and driving towards objectives and shared goals
- Ability to work effectively in a fast pace and deadline driven environment
- High levels of flexibility and resilience
- Analytical mindset and the ability to analyse complex financial, business and market data
- Strong communication skills both written and verbal as well as experience of diverse stakeholder management
For immediate consideration or more information on the role, please contact Aaron Conneran at Axon Moore on 07503 621 257
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