Investment Manager

The FSE Group; Westonzoyland; On-site; GBP 50,000 - 70,000; Full time

Job summary

A regional investment firm is seeking an Investment Manager to source and manage investments across North East Devon and South Somerset. The ideal candidate will have experience in Corporate Finance or M&A, strong financial skills, and the ability to build relationships within the local business community. This role offers a competitive salary and benefits as well as the chance to impact regional economic growth.

Benefits

Competitive salary

Pension

Private healthcare

Collaborative team environment

Qualifications

• Background in Corporate Finance, M&A, Financial Due Diligence or Transaction Services.
• Experience in a professional practice, investment firm or boutique advisory.
• Ability to build rapport with business owners, intermediaries and co-investors.

Responsibilities

• Sourcing, assessing and structuring investment opportunities.
• Building relationships with introducers such as accountants and advisors.
• Undertaking financial analysis and preparation of investment papers.
• Supporting negotiations with management teams and advisors.
• Attending investee company board meetings.
• Contributing to regional market awareness.

Skills

Financial modelling

Analytical skills

Written presentation skills

Relationship building

Understanding of SME funding

Education

Professional qualification (ACA, ACCA or CFA)

Job description

As part of an experienced regional investment team, you'll play a key role in both new deal origination and portfolio management.

Responsibilities

• Sourcing, assessing and structuring investment opportunities for high‑growth SMEs.
• Building and maintaining relationships with introducers such as accountants, corporate finance advisors, banks and regional business networks.
• Undertaking financial analysis, due diligence and preparation of investment papers for internal committees.
• Supporting negotiations with management teams and advisors through to completion.
• Attending investee company board meetings and supporting portfolio businesses post‑investment.
• Contributing to regional market awareness and deal pipeline development.

Qualifications & Experience

• A background in Corporate Finance, M&A, Financial Due Diligence or Transaction Services, ideally gained within a professional practice, investment firm or boutique advisory setting.
• A professional qualification such as ACA, ACCA or CFA.
• Strong financial modelling, analytical and written presentation skills.
• Proven ability to build rapport with business owners, intermediaries and co‑investors.
• A solid understanding of SME funding and growth challenges.
• Experience of working across the South West region or a strong desire to develop your network here.

Company Overview

With a clear mandate to drive positive regional economic impact, The FSE Group (FSE) has been backing ambitious, high‑growth SMEs since 2002. Purpose‑led and growth‑focused, FSE provides accessible, market‑gap funding through a mix of debt and equity finance, managing over £325m across multiple funds and co‑investing alongside its partners.

Investment Fund & Role Details

Building on the success of the Cornwall & Isles of Scilly Investment Fund, FSE now manages around £70m as part of the South West Investment Fund, supporting businesses across Cornwall, Devon, Dorset and Somerset. As the Group continues to expand its reach across the South West, we are seeking an Investment Manager to originate, execute and manage investments across North East Devon and South Somerset – helping fuel local business growth and create lasting economic value.

Location & Travel

This role is focused on the North East Devon and South Somerset geography. You'll be regularly meeting business owners, advisors and stakeholders across the region, so a willingness to travel and network locally is essential. We're particularly keen to hear from candidates who are based in or near the region, or who have strong South West connections, enabling them to build and maintain close relationships across this dynamic business community.

Benefits

• Competitive salary and benefits package including pension and private healthcare.
• Opportunity to work with an experienced, collaborative team dedicated to supporting high‑potential regional businesses.
• Exposure to a diverse range of deals and sectors within a thriving entrepreneurial landscape.
• The chance to make a visible impact on the South West's growth economy.