Investment Manager, Private Equity

Location
Scotland
Salary
Negotiable
Posted
Mar 15, 2019
Closes
Apr 14, 2019
Ref
IM03/19
Industry Sector
Asset Management
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

PANORAMIC GROWTH EQUITY

JOB DESCRIPTION - INVESTMENT MANAGER

ROLE DESCRIPTION

The key focus of the Investment Manager is to provide day-to-day support to the Partners in managing the existing portfolio investments and assessing and delivering new transaction opportunities.

The Investment Manager should be a qualified CFA Charterholder or Chartered Accountant or similar and will be strong in the following areas:

  • Financial modelling
  • Excel, Word and Powerpoint
  • Report writing
  • General business/commercial awareness

We are seeking a candidate with strong interpersonal skills who is able to operate effectively in a small team.  Prior Corporate Finance/Transaction Services/Investment experience is helpful but not a requirement

The role will involve substantial UK travel from Panoramic’s office in Glasgow.

RESPONSIBILITIES

Investments

  • Performing analysis of early stage transaction opportunities
  • Performing analysis to support the initial investment and exit processes
  • Preparing financial models and investment appraisal analysis to enable the Partners to assess proposed transactions
  • Scoping due diligence assignments, interpreting due diligence reports and liaising with providers
  • Assisting with the preparation of investment papers
  • Assisting the Partners with deal implementation
  • Broadening the Panoramic introducer base

Value enhancement of portfolio assets

  • Portfolio Management – Working with the partners in the ongoing management of investee companies, over time attending board meetings as an observer and providing input into strategy, value creation and exit opportunities for the investee companies
  • Reporting - Supporting the Partners in assisting the portfolio company Finance teams with their reporting processes and ensuring that management information and reports meet the needs of the shareholders