Investment Manager – Financial Services Sector

About the role

The Investment Manager is responsible for the full lifecycle of investment opportunities within the Financial Services sector, from origination to exit. The role supports the Sector Head/CIO in shaping the investment thesis, building pipelines, and creating scalable investment products.

Key responsibilities

• Develop and maintain deep sector knowledge, market dynamics, and regulatory trends.
• Originate and evaluate investment opportunities, conduct due diligence, build financial models, and negotiate terms.
• Lead transaction execution, including structuring, documentation, financing, and closing.
• Manage portfolio companies, implement value‑creation plans, and monitor performance against KPIs.
• Design and support new investment products and funds, working closely with Capital Raising.
• Develop exit strategies and lead execution of exits such as sales, IPOs, or refinancings.

Required profile

• Minimum 7 years of experience in private equity, investment banking, principal investing or asset management.
• Proven track record in transaction execution and portfolio management.
• Strong analytical, quantitative, and presentation skills.
• Ability to work independently within a lean, agile environment.

Required skills

• Financial modeling
• Valuation analysis