Job Description: The Investment Acquisition Coordinator is charged with assisting the in-house Investment Team and managing the due diligence into potential acquisition vendor’s investment and product offerings, with due attention paid to investment philosophy and approach, performance, risk controls, team expertise and governance.
The role will contribute to the company’s overall objectives of business growth through the acquisition of culturally aligned financial advice firms.
The role will involve:
• Willingness to understand the role and interconnectivity of each department within the business in the acquisition process.
• Willingness to learn about and keep abreast of the company’s Investment Oversight & Advice Proposition Committee (IOAPC), central investment process (CIP), governance and procedures.
• Communicate clear instructions verbally and in writing in relation to desired data outputs in a professional and accurate manner with internal and external stakeholders. Drive follow-up activities in collaboration with all groups associated.
• Coordinate internal and external resources and material. Understand the flow of information between stakeholders and recognise blockers at early stages in the process.
• Participate and actively contribute to operational integration discussions. Understand that transition management is the key to success.
• Prepare weekly and ad-hoc presentations and status reports. Your ability to assimilate information and comment on the technical and cultural fit of a potential acquisition, based on a thorough understanding of the firms CIP or investment offerings will be a key component.
• Be conscious and aware of the sensitive nature of the information they will be party to, with an understanding of GDPR and a willing to learn regulatory aspects related to acquisition work.
• Required Level 4 Financial Planning, desired Level 4 Investment qualifications
• Experience and understanding of the independent advice industry.
• High level understanding of investment governance and how approaches can differ across firms, for example typical function / members / structure / frequency of an Investment Committee and how this relates to overall investment decision making. Ability to understand the difference between advisory and discretionary portfolios