Director, Principal Investments: (Company Name - Subscribers only)

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Date live: Sep. 20, 2024

Business Area: Finance

Area of Expertise: Finance

Reference Code: JR-0000015180

Contract: Permanent

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• Work with business units and colleagues in Strategic Investments to identify key themes and focus areas for investment that will help underpin (Company Name - Subscribers only)â?? strategic objectives
• Analysis of the market in which the proposed target company operates
• Work to define the rationale for the investment, including alternative targets, and how this will further aid (Company Name - Subscribers only) objectives
• Selection and use of appropriate valuation methodologies for the proposed investment (e.g. DCF, multiples, etc)
• Agree appropriate valuation inputs (revenue, margins, etc) to develop bear, base and bull case models
• Valuation sensitivity analysis, identifying the drivers of risk/return in the investment
• Coordinate with Finance to ensure standard valuation inputs/approaches are applied across investments (e.g. agreement on methodology, exit multiples, accounting adjustments, etc)
• Negotiate headline terms with company management, existing shareholders and other investors in the round â?¢Commercial analysis of deal documentation to ensure the docs accurately reflect the underlying economics (as modelled)
• Act as the Shareholder representative for a portfolio of deals, building a relationship with the senior management team at each portfolio company
• Determine appropriate course of action for (Company Name - Subscribers only) in response to corporate / shareholder events at existing investments
• Participate in relevant working groups and boards for existing investments (including recapitalisations, restructurings etc)
• Work with business units to understand direction of travel of partnerships and ensure they understand performance of the company and potential future required decisions such as additional equity funding / exits

Purpose of the role

To manage the bank’s principal equity investments portfolio, ensuring that it aligns with the bank’s principal investment strategy and risk tolerance by the analysis of market conditions, selection of appropriate investments and divestments, and monitoring of the performance of the portfolio. Â

Accountabilities

• Identification and screening of principal equity investment and divestment opportunities that align with the bank’s overall business objectives, risk appetite, and regulatory requirements.
• Research and due diligence of various investment and divestment opportunities in principal equity investments, to select appropriate transactions for the portfolio, including follow-ons.
• Execution of transactions and portfolio management of the bank’s principal equity investment portfolio, ensuring that it meets the bank’s strategic investment objectives and risk tolerance.
• Analysis of the performance and periodic valuation updates of the principal equity investment portfolio, evaluating its performance against risk indicators and investment strategic objectives, and preparation of regular performance reports for relevant internal stakeholders.
• Implementation and maintenance of effective risk management processes to identify, measure, monitor, and control risks arising from transacting in principal equity investments.

Director Expectations

• Provide expert advice to senior functional management and committees to influence decisions made outside of own function, offering significant input to function wide strategic initiatives.
• Manage, coordinate and enable resourcing, budgeting and policy creation for a significant sub-function.
• Escalates breaches of policies / procedure appropriately.
• Foster and guide compliance, ensure regulations are observed that relevant processes in place to facilitate adherence.
• Focus on the external environment, regulators, or advocacy groups to both monitor and influence on behalf of (Company Name - Subscribers only), when appropriate.
• Demonstrate extensive knowledge of how the function integrates with the business division / Group to achieve the overall business objectives.
• Maintain broad and comprehensive knowledge of industry theories and practices within own discipline alongside up-to-date relevant sector / functional knowledge, and insight into external market developments / initiatives.
• Use interpretative thinking and advanced analytical skills to solve problems and design solutions in often complex/ sensitive situations.
• Exercise management authority to make significant decisions and certain strategic decisions or recommendations within own area.
• Negotiate with and influence stakeholders at a senior level both internally and externally.
• Act as principal contact point for key clients and counterparts in other functions/ businesses divisions.
• Mandated as a spokesperson for the function and business division.

All Senior Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L â?? Listen and be authentic, E â?? Energise and inspire, A â?? Align across the enterprise, D â?? Develop others.

All colleagues will be expected to demonstrate the (Company Name - Subscribers only) Values of Respect, Integrity, Service, Excellence and Stewardship â?? our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the (Company Name - Subscribers only) Mindset â?? to Empower, Challenge and Drive â?? the operating manual for how we behave.

More about working at (Company Name - Subscribers only)

Working in UK

(Company Name - Subscribers only) offices across the UK are designed to be places where our people can come together to do their best work, surrounded by excellent facilities for both work and leisure. These are warm, diverse, supportive communities in some of the UKâ??s best locations, where everyone can thrive.

Hybrid Working

At (Company Name - Subscribers only), we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, â??anchorâ??, days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours). Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.

Reasonable Adjustments

(Company Name - Subscribers only) welcomes applications from all candidates and is committed to ensuring reasonable adjustments (accommodations) are put in place to allow for a fair and inclusive recruitment process. For more information and how to request one, please review

Working Flexibly

Weâ??re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business.

Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customersâ?? and clientsâ?? needs. Whether you have family commitments or youâ??re a Carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life. If you would like some flexibility then please discuss this with the hiring manager.

How to Apply

We’re committed to providing a supportive and simplified experience for our candidates throughout the application and assessment process. Here, you will find information about what to expect and some guidance around your assessment and interview.

While the application process depends on the role, there are some constant steps, which are;

Step 1 – Your application
Step 2 – Your assessment
Step 3 – Your interview
Step 4 – Next steps

We aim to create an inclusive work environment where everyone can reach their full potential. If you require any adjustments to our recruitment process, please click to learn more.

Find out more information

Diversity & Inclusion

(Company Name - Subscribers only) offers a diverse, inclusive and engaged culture. A place where people can bring their whole selves to work and be respected for who they are, valued for what they do and celebrated for their contribution to our business and our community.
We are an equal opportunity employer and opposed to discrimination on any grounds. It is the policy of (Company Name - Subscribers only) to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.

Right to work

(Company Name - Subscribers only) is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by (Company Name - Subscribers only), or you would require sponsorship from (Company Name - Subscribers only), you must declare this as part of your application. Sponsored visas are role and entity specific and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.

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The (Company Name - Subscribers only) Way

This is the spirit of (Company Name - Subscribers only). Itâ??s why we exist, what we believe and how we behave. But most importantly, itâ??s how we make decisions, take action and get things done.

Purpose

Working together for a better financial future.

Values

We believe great talent RISES. It acts with Respect, Integrity, Service, Excellence and Stewardship.

Mindset

We discover our full potential through our desire to Empower, Challenge and Drive each other.