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Internal Job Title: Assistant Group Investment Manager
Business: Lucy Group Ltd
Location: Oxford
Job Reference No: 4114

KEY ACCOUNTABILITIES:

Support Acquisition Strategies:

• Assist the Group Acquisitions Manager with the delivery of acquisition strategies as set by the Group Board
• Conduct research to identify potential acquisition targets for Group businesses

Search and Identification:

• Identify and evaluate potential acquisition targets through market analysis, networking, and industry research
• Review and analysis of IMs received from third parties
• Conduct preliminary assessments and valuations of potential targets
• Assist with the initial contact with potential acquisition targets through various channels (email, phone, networking etc.)

Financial Analysis:

• Perform financial modelling and analysis to evaluate potential acquisitions.
• Prepare detailed reports and presentations for senior management.

Draft Heads of Terms and Offer Letters:

• Assist in drafting and negotiating heads of terms to outline key aspects of the acquisition
• Assist with the preparation and issue of offer letters to prospective acquisition targets
• Ensure all preliminary agreements are aligned with the overall acquisition strategy and objectives

Due Diligence:

• Assist with the scoping of the financial, tax and technical due diligence, and identifying and onboarding suitable advisors
• Coordinate due diligence processes, including, reviewing financial statements, legal documents, and other relevant information.
• Review and use the information within the due diligence reports commissioned to provide summary to management and to assist in the negotiation of terms and conditions
• Liaise with external advisors and consultants.

Negotiation and Documentation:

• Assist in negotiating the financial terms and conditions of purchase agreements.
• Help prepare and review acquisition documentation.

Project Management:

• Manage timelines and ensure all acquisition activities are completed on schedule.
• Coordinate with internal teams and external stakeholders.

Reporting and Compliance:

• Ensure compliance with regulatory requirements and company policies.
• Maintain accurate records and documentation of all acquisition activities.

Post Acquisition integration:

• Assist in developing and executing integration plans for newly acquired entities.
• Coordinate with various departments to ensure smooth integration of operations, systems, and cultures.
• Monitor progress and address any issues that arise during the integration process.

MINIMUM QUALIFICATIONS, KNOWLEDGE, AND EXPERIENCE:

Education:

• Degree in Finance, Business Administration, or a related field.
• Advanced degree or relevant certifications (e.g., CFA, CPA) are a plus.

Experience:

• Previous experience in acquisitions, mergers, or a related field.
• Strong understanding of financial analysis and valuation techniques.

The Assistant Group Investment Manager plays a crucial role in supporting the businesses with their investment strategies by performing research, assisting in financial analysis, preparing presentations and organising the transactions. The role will provide end to end support in the acquisitions process, from inception to post acquisition and will need to work closely with teams across the Group on these activities. It will be necessary to build and maintain close working relationships with senior management, advisors to the Group and other key stakeholders requiring strong communication and organisational skills to keep all parties aligned and informed. Reporting to the Group Investment Manager