Investment Director, Lower Mid-Market Private Equity Software Investor Attractive salary Central London Ref: WW11578 The Opportunity: Finatal is working with a sought-after private equity fund operating in the lower mid-market looking for an Investment Director to join a high performing team.
This is an excellent opportunity to join and lead deals at a private equity firm in a thriving part of the market.
Responsibilities: Deal origination and sourcing opportunities Supporting the development of the fund's presence across the UK and Europe, elevating the brand and educating market participants about our focus and modus operandi Helping build and cultivate strong relationships with the advisory community, ensuring we are amongst the first to hear about all new relevant opportunities Managing and proactively building other origination channels and networks to identify other on, off and edge-of-market opportunities.
Identifying interesting sector niches and carrying out targeted off-market origination activities.
Execution of deals Quickly learn to qualify opportunities which are attractive and be able to apply to a range of deal structures according to the situation Be a deal captain, accountable for leading deals from origination, structuring and negotiation, through to completion, managing all stakeholders throughout the process Co-ordinating internal resources and external advisors to quickly and effectively conduct due diligence Personally leading the commercial aspects of financial due diligence and owning detailed operational models which underpin the investment case Working with the portfolio companies to help them realise their value Post-deal, keep close to portfolio company strategy and focus, to ensure any/all relevant deals we see are screened both as potential bolt-ons and also learning opportunities.
Support (and potentially lead on) bolt-on acquisitions for portfolio companies Requirements: The role is best suited to someone with approximately 7-10 years' professional experience, with a significant portion of this (minimum 4 years) being corporate finance/M&A experience.
Some in-house investment experience in another private equity or growth investor with a similar focus would be considered a positive but is not a requirement.
Strong academics, including a degree (minimum 2.1) from a leading university A qualified chartered accountant that has trained with a top 10 accounting firm, or a candidate that can demonstrate similar capability and holds another professional qualification (e.g.
CFA), in both cases with strong pass rates in all exams Significant experience in deal processes and a strong understanding of different deal structures.
Ideally, the candidate will have worked directly under the lead Partner/Director on several end-to end transaction processes and/or spent time as an investor in these markets.
Strong interpersonal skills and the ability to build rapport quickly with a range of key stakeholders Strong analytical skills – both quantitative and qualitative.
Specifically, around modelling, the candidate will need to be capable of building and understanding three-way integrated P&L, balance sheet and cash flow forecasts.
Advanced Excel and proven analytical ability – able to work with raw and unstructured data Rigorous mindset, and exhibits a meticulous attention to detail, but also able to step back, understand and communicate the bigger picture view.
Team player, capable of planning and managing time effectively in an environment with high workflow and tight deadlines