Investment Manager - PBSA Developer

Higher Capital Consulting; London; On-site; CAD 128,000 - 166,000; Full time

Job summary

A boutique investment firm in London is seeking an experienced Investment Manager to handle the full deal lifecycle, including financial modeling and capital raising. The ideal candidate will have over 5 years of experience in the living sector and strong commercial acumen. The role offers a competitive salary ranging from £70,000 to £90,000 plus bonuses.

Benefits

Bonus

Qualifications

• 5 plus years’ experience as an Analyst in the living sector.
• Excellent financial modeling skills.
• Strong commercial acumen.
• Experience working with investors and capital raising.

Responsibilities

• Build and maintain financial models for projects.
• Support underwriting of new projects with analysis.
• Assist in capital raising activities, engaging with brokers and investors.
• Prepare investment materials including pitch decks and summaries.
• Draft early-stage transaction documentation and manage KYC/AML.
• Manage Due Diligence processes during acquisitions.
• Support monthly project drawdowns and liaise with bookkeepers.

Skills

Financial modeling

Commercial acumen

Investor engagement

Job description

I am currently looking for an Investment Manager to join a privately owned, boutique Investor and Developer in PBSA. They are well backed and work with a number of largescale investor and operators to deliver schemes.

As a small business, this role would see you work across the full deal lifecycle, working on origination, capital raising, negotiation and management of model and capital stack from start to finish. You would be responsible for all investment related activity across the business.

The Investment Managers role will include :

• Building and maintaining financial models for existing project portfolios and new investment opportunities.
• Supporting underwriting of new projects, including scenario and sensitivity analysis.
• Assisting in capital raising activities (equity and debt), including engagement with brokers, lenders, and investors (utilising their own network where possible to introduce new sources of investor capital)
• Preparing investment materials such as pitch decks, financial summaries, and data rooms
• Drafting early‑stage transaction documentation including Heads of Terms, and managing KYC / AML requirements
• Managing the Due Diligence process of acquisition, sales & refinancing transactions (equity + debt). Coordinating with legal and accounting advisors during the transaction process.
• Supporting monthly project drawdowns, including preparing capital call and budgeting schedules, processing payment runs and liaising with bookkeepers and lenders on a monthly basis.
• Ensuring accurate fund transfers and compliance with lender reporting and documentation requirements

The Investment Manager is likely to have :

• 5 plus years’ experience as an Analyst in the living sector
• Excellent financial modelling skills
• Strong commercial acumen
• Experience working with investors and capital raising
• Willingness and desire to work across all business functions

Salary and package :

• £70,000 - £90,000
• Bonus

For more information, please apply to the role and upload your CV.