EPIC Investment Partners - Finance Manager

About Us:

EPIC Investment Partners ("EPIC") is a global financial services platform with 230 people across four integrated divisions Capital, Markets, Administration and Advisory.

EPIC was founded in 2001 by Giles Brand and Hiren Patel, financial services entrepreneurs with backgrounds in private equity. Business building is at the heart of everything we do. We understand the commercial drivers of success and how to support them by allocating capital actively and appropriately. We put our clients first at all times.

Our integrated approach supports corporates, entrepreneurs and investors by providing access to capital, advice and administration services across our four divisions:

Capital: patient and flexible private capital encompassing early stage investing, private equity and SPACs. - 300 million assets under management ("AuM").

Markets: fund management platform with - 400 million AuM across Equities, Fixed Income, Multi Asset and Managed Futures strategies.

Administration: full-service outsourced administration platform encompassing Fund Services, Corporate Services and Legal Advertising and Public Notice services. - 3 billion assets under administration.

Advisory: discrete and independent advice to corporates, families and institutions on large and small transactions ranging from - 25 million to - 1 billion in value.

We believe in the enduring tradition of providing independent and discrete finance and counsel to businesses and the people who create them.

This is augmented by a future facing mindset embracing technology and innovation to offer our clients an intelligent and dynamic merchant banking model for the twenty-first century.

We are a client-centred, collegiate team for whom intellectual integrity and honest, considered decision making are the guiding principles.

Our Values:

Our Values are at the heart of our activities and are designed to give our clients the same experience across all divisions, products and locations.

Intellectual Integrity: intellectual integrity is our true north and forms the nexus of our Values and Investment Principles. Our intellectual integrity means that EPIC is continually searching for the best talent, ideas and opportunities for our clients. This has allowed EPIC to become a home for people, teams and organisations who both share and help shape its world view.

Clients First: we place clients first and commit to delivering excellent service and outcomes across all of our activities. We are calm and focused under pressure, balancing long term outcomes with short term needs and seek to deliver on commitments with a sense of urgency.

Collegiate: our teams are collegiate, with co-operation and collaboration central to our approach. We seek to foster collaboration across our divisions, to unlocking the opportunities of the interconnections across our broad platform.

Job Description:

- Supporting the origination of investment opportunities, corporate finance and fund placement mandates.

- Direct engagement and delivery of workstreams into Managing Directors, Partners and external clients

- Market analyses and assessments of selected sectors and companies.

- Significant contact with potential investee companies, portfolio companies and corporate and fund clients.

- Supporting sector focussed marketing initiatives.

- Planning and implementation of portfolio company projects e.g. bolt-on acquisitions, new market entry.

- Building detailed financial models, incorporating operational and cash flow forecasts.

- Performing valuation analyses, including comparable transactions and public companies, discounted cash flow and leveraged buy-out models.

- Identification of potential investors and buyers.

- Supporting the execution of principal investments and third-party corporate finance and fund placement mandates, including supporting on day-to-day project management.

- Drafting of internal transaction review documentation and transaction marketing documentation.

- Supporting specific EPE Special Opportunities Limited (listed private equity fund) and EPIC Acquisition Corp. (SPAC) projects.

- Supporting EPIC group projects including working alongside EPIC India's leadership on the development of EPIC India's in market proposition and capabilities.

India Team:

- Providing oversight and acting as an in-market point of contact for the India transaction team of analysts.

- Reporting into London Managing Directors and Transaction Team lead.

- Coaching, mentoring and training the Indian transaction team members.

- Acting as a role model of EPIC values, setting standards of high quality output and professionalism.

- Supporting recruitment activities for the India transaction team including application screening and candidate interviews.

Registered in England Number OC318938 at the above address.

EPIC Investment Partners LLP is an appointed representative (registration number 451580) of EPIC Investment Partners (UK) Limited which is authorised and regulated by the Financial Conduct

Authority (No.217457).

Telephone calls may be recorded.

Candidate profile

- Minimum 6 years prior experience in investment banking, corporate finance, private equity or investment management.

- Strong professional qualifications; CFA level 3 preferrable.

- Strong academic credentials from a top tier university.

- Track record of personal responsibility, in particular working independently in a project based environment with tight deadlines and of delivering to client expectations.

- Proven ability to establish effective relationships and work well within a team (working directly with international teams is desirable).

- Proven team leadership skills and experience.

- Outstanding written and verbal communication skills.

- Strong analytical capabilities, combining both quantitative and qualitative skills.

- Proven experience in financial modelling and valuation analyses.

- Advanced Microsoft Office skills, in particular PowerPoint and Excel.

- Practical knowledge of financial databases (Factset, Capital IQ, Pitchbook, Bloomberg or equivalent).

- Data analytics experience (SQL, Python, PowerBI, Tableau) will support your application, but is not required.