Industry

Investment Director

North West | Privately Owned Investment Group

£Excellent + Bonus + Long-Term Incentives

The Company

Our client is a successful, privately owned Family Office investment group environment,  a diverse portfolio of investments with a concentration in real estate and construction.

The business has delivered strong growth in Assets Under Management and Net Asset Value over recent years and continues to pursue a strategy focused on diversification by asset class, sector and geography.  Combining entrepreneurial agility with disciplined governance, the organisation offers a collaborative culture, high levels of autonomy, and fast, informed decision-making.

The Role

Reporting to the Chairman and CFO, the newly created role of Investment Director will play a central role in shaping and delivering the group’s investment strategy.  Key responsibilities include:

• Developing and executing the investment and diversification strategy

• Identifying, originating and evaluating new investment opportunities

• Leading deal execution, including modelling, due diligence and negotiations

• Overseeing portfolio management and investment performance reporting

• Driving strategic growth initiatives and supporting long-term value creation

• Working closely with internal stakeholders, advisors and external partners

The Candidate

The successful candidate is likely to come from a background in Corporate Finance, Transaction Services, Private Equity, Investment Banking, and will bring:

• Proven experience leading transactions from origination through to completion

• Strong technical skills in financial modelling, valuation and investment appraisal

• The ability to assess opportunities across a varied, multi-asset portfolio

• Strong commercial judgement and a rigorous analytical approach

• A strategic mindset combined with a pragmatic, delivery-focused style

• High levels of integrity, discretion and professional credibility

This is an unique role working for a rapidly expanding and highly successful North West Family Office.