Assistant Group Investment Manager

Internal Job Title: Assistant Group Investment Manager

Business: Lucy Group Ltd

Location: Oxford

Job Reference No: 4114

Job Purpose:

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

Business Overview:

Lucy Group is a multinational private company based in Oxford, UK. Through our various businesses, we’re on a mission to enable the global shift to electrification and make the built environment sustainable. With around 2,000 people across five continents and a turnover exceeding £400m, we’re growing rapidly, both organically and through acquisition.

Key Areas of Operation:

Lucy Electric: electrical equipment, controls, and automation for medium and low voltage secondary power distribution.

Lucy Controls: intelligent street lighting, electric vehicle charging infrastructure, and smart city management solutions.

Lucy Real Estate: sustainable living through residential property development, lettings and management, primarily in Oxfordshire.

Sustainability and Innovation:

At Lucy Group, we have a long tradition of being a responsible business. Today, sustainability is our cornerstone. It’s integral to our purpose. It doesn’t just shape the way we conduct our own operations. It’s at the heart of our product and service offerings too. By harnessing the know-how within all our businesses, we deliver technological innovations that benefit both the built and natural environments.

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.
  
  

Qualifications:

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.
  
  

Behavioural Competencies:

Skills:

• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal abilities.
• Advanced project management skills
• Proficiency in financial modelling and use of relevant software.
• Able to manage change effectively and utilise change management best practices to facilitate changes that align with the planned strategic goals
  
  

Attributes:

• Highly organized and detail-oriented.
• Ability to work under pressure and meet tight deadlines.
• Strong ethical standards and integrity.
  
  

Does this sound interesting? We would love to hear from you. Our application process is quick and easy. Apply today!