Investment Manager / Director

Investment Manager / Director

Liverpool

Salary: Up to £83,461 

About Our Client

The Liverpool City Region Combined Authority is searching for exceptional individuals with the passion to help us deliver our vision and create a truly global and competitive City Region at the heart of the Northern Powerhouse. Our growth strategy sets out the City Region's 25-year approach, focusing on the three pillars of productivity, people and place. This is a once in a lifetime opportunity to combine local decision making with significant, discretionary funding.

The Combined Authority is establishing a new and empowered investment team to deploy these funds. The team will use commercial best practice to fund projects that generate financial returns, economic growth, and social and environmental benefit. It will support the City Region's highest profile projects and seek to be catalytic in improving its global competitiveness.

My client are currently seeking two Investment Managers / Directors who will lead the Combined Authority's financing of these projects, managing them from formation to completion.

Job Description

Provision of Finance

• To assess early stage financing opportunities to establish their viability, deliverability and potential impact/benefit, progressing the most promising
• To identify due diligence requirements and manage teams in performing and analysing that diligence
• To assess project's market, financial, operational and economic credentials, and risks. This will include the preparation/review of financial analysis and projections as well as economic appraisals
• To structure the Combined Authority's financial commitments, including the offering of debt, equity, guarantees and grant funding on a commercial and sub-commercial basis. The structure will balance financial returns and our mandate to generate economic growth and resilience, and quality of life
• To draft submissions to the investment committee and present your projects to the committee's meetings
• To negotiate legal documentation and oversee the release of Combined Authority funding to the project after satisfactory release of conditions etc.

Project Monitoring / Portfolio Management

• To oversee the financial and operational performance of projects and LCRCA financial commitments through regular monitoring.
• To lead and oversee team members in monitoring activities

Business Development

• To represent the Combined Authority, maintaining a network of contacts capable of generating new financing propositions, supporting project sponsors and identifying new development opportunities
• To be a trusted source of guidance to the private and public sectors
• To represent the Combined Authority in public and private gatherings at a regional and national level

Stakeholder Engagement

• To support the communication of the team's strategy, approach and decisions to elected members and officers associated with the Combined Authority, project sponsors and funders, and other stakeholders
• To explain and substantiate the decisions reached on projects, requiring clarity and resilience

Continuous Improvement and Team Development

• To identify opportunities to improve the team's operations, strategy and outcomes
• To train and help develop team members
• To identify opportunities for self-development

The Successful Applicant

The successful candidate will have the following qualifications & training:

• Degree or Equivalent
• Post graduate Degree related to business, finance, law or management (e.g. MBA)
• Membership of a recognised and relevant professional body (e.g. CFA, ACA, ICAEW, legal profession membership)

Experience:

• Significant experience of:
• assessing project proposals with a view to their development/financing*
• providing and/or advising on investment into complex projects*
• identifying capital structures appropriate for a given project*
• conducting due diligence into a proposed project*
• negotiating legal terms for project development/investment*
• Existing expertise in one sector (e.g. property or corporate finance) and ability to grow that expertise into new sectors with the support of the team
• Significant experience of working to a senior committee/board/group, including in the preparation of reports and supporting materials on proposed projects*
• Experience of working in a regional market and/or in a regeneration context
• Experience of leading project/deal teams, providing direction and managing the performance of junior team members*
• Experience of building effective working relationships with a range of stakeholders (including from the public sector if possible)
• Experience of supporting operational improvement and performance improvement through positive engagement

Skills/ Abilities

• Ability to request, analyse and interpret complex information and to use judgement in assessing a project's viability
• Ability to draft and/or review financial projections
• Ability to read and interpret financial statements and to analyse the financial standing of a project/company/proposition
• Ability to assess a project/company/proposition within its market context
• Ability to draft and/or review market, operational and economic analyses in respect of a proposed project (often with support from external consultants)
• Ability to engage with senior decision makers from business, local government and the third sector on projects of strategic importance
• Highly developed written and oral presentation skills with ability to present ideas and decisions in a clear and comprehensible way
• Ability to defend the Combined Authority's position in high profile and complex investment contexts, demonstrating resilience
• Ability to maintain numerous work-streams (financial, legal, technical etc) on a single project to assure smooth progress through the approval process
• Positive, flexible and responsive, with a dynamic and creative approach to problem solving
• An understanding of the Liverpool City Region devolution agreement, local government, central government and their roles structures and relationships
• Understanding of government policies and their application to the Combined Authority's priority areas

Commitment

• A personal commitment to the Vision and Aims of Liverpool City Region Combined Authority
• Commitment to providing high quality client service
• Commitment to equal opportunities

What's on Offer

A unique opportunity within a growing investment team.

Fantastic progression potential.

Up to £83,461 + benefits package

Ref Code: MPGW13908072Z