What Does An Investment Manager Do?

WHAT DOES AN INVESTMENT MANAGER DO?

Updated: Dec 15, 2025 - The Investment Manager leads due diligence, drives new investment sourcing, and oversees portfolio management to ensure high-quality execution and alignment with strategic and impact objectives. This role involves guiding opportunities through all stages of the investment process, preparing and presenting detailed documentation, and communicating insights, risks, and performance metrics to internal and external partners. The Manager also strengthens impact outcomes by supporting portfolio companies across strategy, operations, finance, governance, and stakeholder engagement.

A Review of Professional Skills and Functions for Investment Manager

1. Investment Manager Details and Accountabilities

Investment Operations: Take care of the daily investment operations of the foundations.
Risk Management: Participate widely in financial risk management with a focus on foreign exchange hedging.
Internal Lending: Participate in internal lending and borrowing activities.
Treasury Support: Act as the Treasury contact responsible for covering internal divisional customers.
Project Support: Support multiple Treasury and financial market–related projects.
Process Execution: Ensure accurate execution of operational processes and internal controls.
Stakeholder Communication: Maintain clear communication with internal stakeholders involved in Treasury activities.
Operational Improvement: Contribute to improving efficiency and effectiveness across investment and Treasury operations.

2. Investment Manager Overview

Investment Cycle Management: Manage the full investment cycle from sourcing new deals through to executing completed transactions.
Investor Relations: Maintain investor relations and perform valuation calculations for portfolio companies.
Due Diligence: Conduct comprehensive due diligence, including commercial, financial, legal, and technical assessments.
Business Evaluation: Evaluate business models, market positioning, and operational risks to support investment decisions.
Regulatory Compliance: Coordinate with legal teams to ensure all documentation complies with regulatory and contractual requirements.
Audit Support: Assist in annual audit processes by providing financial data and investment-related insights.
Strategic Advisory: Support portfolio companies with strategic advice that strengthens performance and long-term growth.
Portfolio Monitoring: Monitor portfolio progress to identify areas where additional guidance or adjustments may be needed.
Investment Oversight: Contribute to overall investment outcomes by combining analysis, due diligence, and strategic oversight.

3. Investment Manager Job Description

Finance & M&A Support: Support finance and M&A activities across multiple regions.
Financial Valuation: Perform valuations of individual projects and portfolios using financial models.
Investment Strategy: Support the elaboration of investment strategies in line with the company’s strategic goals and business opportunities.
Market Analysis: Conduct detailed market and regulatory analysis.
Transaction Execution: Assist commercial discussions and support the execution of M&A transactions, including LOI, MOU, and SPA.
Investor Screening: Screen and analyze the investor landscape to foster business growth.
Investment Materials: Standardize and develop investment materials such as teasers and investment memoranda.
Data Room Management: Prepare and administer data rooms.
Due Diligence Support: Structure and accompany due diligence processes.
Team Coordination: Ensure effective coordination and communication across teams involved in each transaction.

4. Investment Manager Functions

Deal Screening: Conduct deal screening by calling or meeting with prospects and evaluating private equity funds and co-investment opportunities.
Market Research: Perform market research to identify emerging investment trends and potential opportunities.
Insight Documentation: Document key insights by summarizing call notes and maintaining accurate records in internal databases.
Relationship Building: Build and strengthen relationships with peers at other private equity firms and fund managers.
Due Diligence: Carry out due diligence activities by gathering information from target funds and consulting industry experts.
Fund Assessment: Assess fund strategies, performance drivers, and risk factors to support informed decision-making.
Data Validation: Validate qualitative and quantitative data to ensure the credibility of investment assessments.
Investment Memos: Prepare clear and concise internal investment memos that outline findings and recommendations.
Internal Coordination: Coordinate internally to ensure all due diligence materials are complete and well-organized.
Investment Support: Support overall investment processes by contributing timely analysis and structured documentation.

5. Investment Manager Accountabilities

Financial Modelling: Build financial models and valuation of businesses.
Due Diligence Management: Oversee transaction due diligence, including planning due diligence work streams and managing transaction advisers.
Investment Memos: Prepare investment memos for transaction approvals from the board.
Transaction Negotiation: Negotiate transaction documentation, including sales and purchase agreements and other legal items.
Deal Structuring: Structure deals and other transaction-related matters.
Growth Strategy: Form growth strategies and manage post-acquisition integration.
Performance Analysis: Analyse and quantify growth and operational improvement initiatives.
Value Creation: Collaborate with portfolio companies to design and execute value creation plans.
Market Understanding: Understand the ever-changing consumer business landscape, competitive landscape, and other investment themes.
Opportunity Research: Perform research to identify additional business development and investment opportunities, including M&A.

6. Investment Manager Job Summary

Deal Sourcing: Work directly as part of the investment team to source, evaluate, and manage deal flow.
Portfolio Management: Manage the investment portfolio actively to meet the goals of the portfolio strategy.
Due Diligence: Conduct and support due diligence processes with cross-functional teams to prepare investment decisions.
Process Implementation: Support the implementation of processes and structures for a seamless investment process.
Market Research: Conduct market and technology deep-dives for investment opportunities.
Industry Representation: Represent the organisation at startup, industry, and investor events.
Expert Networking: Build an internal and external network of experts to support due diligence.
Investment Documentation: Create investment documents for internal communication.
Stakeholder Coordination: Ensure coordination and clear information flow across all stakeholders involved in each opportunity.

7. Investment Manager Responsibilities

Opportunity Origination: Originate new investment opportunities across a range of key sectors.
Investment Evaluation: Evaluate potential investments by assessing strategic fit, financial attractiveness, and risk factors.
Committee Preparation: Prepare materials and analysis that support Investment Committee discussions and decision-making.
Transaction Execution: Execute investment transactions by coordinating due diligence, negotiation, and documentation.
Stakeholder Management: Work closely with internal and external stakeholders to ensure smooth deal execution.
M&A Strategy: Play an active role in Buy and Build and broader M&A strategies within portfolio companies.
Add-On Sourcing: Support portfolio teams in identifying add-on acquisitions that enhance long-term value creation.
Relationship Building: Develop strong working relationships with advisors, introducers, and senior management teams.
Market Engagement: Engage regularly with industry contacts to improve deal flow and market insight.
Investment Approach: Contribute to building a well-informed, data-driven investment approach across the portfolio.

8. Investment Manager Details

Management Information: Create, collate, and interpret management information, especially performance and risk analysis.
Portfolio Analysis: Develop and maintain analysis for input into Portfolio Reviews and PIRC, ensuring that key observations and independent insights are reported to assess capabilities.
Team Collaboration: Develop strong working relationships with relevant asset class teams.
Process Assessment: Understand and support the independent assessment of investment process application through analysis and value-add insights.
Fixed Income Knowledge: Build deep knowledge of fixed income products and investment processes.
Asset Class Awareness: Develop broad asset class knowledge and maintain awareness of investment views in order to challenge inconsistencies.
Data Evaluation: Review and interpret qualitative and quantitative analysis and management information to support the provision of independent evaluation and monitoring.
Data Presentation: Design and present key investment data effectively for use in Portfolio Reviews and PIRC.
Process Enhancement: Partner with investment teams to influence and promote the ongoing enhancement of investment processes.
Oversight Reporting: Support oversight reporting for the PLC Board and the Investment Management Committee (IMC).

9. Investment Manager Duties

Investment Sourcing: Source prospective investments in line with the company's strategy.
Due Diligence: Conduct due diligence activities in cooperation with other functions to analyze all relevant aspects of the project and advise senior management.
Financial Modelling: Build or supervise the construction of financial models for each project and manage the analysis of the project based on those models.
Stakeholder Relations: Build and maintain relationships with local stakeholders, partners, and suppliers.
Project Development: Manage key aspects of local project development, including land, permitting, and licenses.
Investment Management: Lead individual investments through the investment process, including submission of relevant papers, updates, and reports to management and the Investment Committee.
Budget Management: Manage task budgets and investment spending in line with Investment Committee approval.
Commercial Negotiation: Negotiate with developers and project partners on key commercial terms and shareholder agreements and manage such relationships.
Document Negotiation: Negotiate project documents, including PPA, IA, finance agreements, and related documentation.
Engineering Coordination: Cooperate with engineering teams on feasibility studies, EPC, O&M, power evacuation, and insurance arrangements.

10. Investment Manager Tasks

Deal Origination: Originate and execute new deals across multiple areas, including platform acquisitions and add-on transactions for portfolio companies.
Target Research: Research potential targets by leveraging existing networks and developing new business relationships.
Company Sourcing: Identify suitable companies for direct outreach and assess their strategic fit.
Stakeholder Liaison: Liaise with key stakeholders such as external consultants, investment banks, lenders, lawyers, and auditors throughout the deal process.
Due Diligence: Coordinate due diligence efforts to ensure thorough commercial, financial, and legal evaluation.
Investment Support: Work closely with the internal investment team to support ongoing initiatives and analysis.
Portfolio Assistance: Assist portfolio operations teams across Europe whenever additional support is required.
Exit Evaluation: Take an active role in evaluating potential exit opportunities for portfolio businesses.
Exit Preparation: Lead preparation for due diligence and manage the development of legal documentation for exit processes.
Compliance Management: Ensure all transaction activities follow established governance, compliance, and strategic guidelines.

11. Investment Manager Roles

Investment Solutions: Develop investment solutions for distributed clean energy projects such as solar-PV generation, energy storage, clean mobility, and energy efficiency.
Project Management: Manage and lead complex projects with CleanTech partners, investors, and banks to develop and realize business cases from initiation to operations.
Portfolio Acquisition: Acquire large asset portfolios, including analysis, negotiations, and execution of transactions.
CleanTech Liaison: Be the first point of contact and gatekeeper to the CleanTech space.
Partner Advisory: Advise CleanTech partners in setting up their business models and products under long-term partnerships.
Partner Sourcing: Source CleanTech partners in relevant markets.
Industry Networking: Build an industry network and maintain trusted relationships with partners and other stakeholders.
Financing Management: Source and manage debt and equity financing with banks, funds, and institutional investors.
Fundraising Support: Support fundraising activities.

12. Investment Manager Additional Details

Target Identification: Define and identify strategically relevant investment targets in close cooperation with relevant corporate functions and business segments.
Deal Execution: Source, structure, and execute investment opportunities in line with strategic and financial objectives.
VC Networking: Build a broad-based network in the regional venture capital industry, including investment funds, advisory firms, incubators, start-up initiatives, and other relevant stakeholders.
Due Diligence: Manage and structure due diligence processes, contract negotiations, and investment decisions.
Legal Preparation: Prepare the legal framework for investment and exit decisions in close alignment with internal legal, antitrust, and compliance teams.
Committee Presentation: Recommend and present investment targets to the Investment Committee.
Portfolio Management: Manage fund investments and portfolio companies and represent the firm in investor and advisory board functions.
Strategic Development: Develop cooperation, growth, acquisition, and exit strategies for portfolio companies.
Value Creation: Ensure effective oversight and value creation across all assigned investments.
Stakeholder Collaboration: Maintain strong communication and collaboration with internal and external stakeholders throughout the investment lifecycle.

13. Investment Manager Essential Functions

Investment Recommendations: Provide investment recommendations on securities or financial products to help achieve investment return targets.
Solution Design: Translate insurance product requirements into suitable investment solutions.
Portfolio Monitoring: Monitor and analyze investment portfolio performance and prepare investment reports for management.
Manager Due Diligence: Assist in conducting due diligence on third-party fund managers and handle the investment manager selection and onboarding process.
Project Support: Assist the group in special projects such as property investment, private equity, and M&A as they arise.
Portfolio Optimization: Assist in optimizing the investment portfolio from a risk-based capital perspective.
Regulatory Compliance: Assist in ensuring the investment portfolio complies with internal and external regulations and guidelines.
Process Improvement: Support ongoing improvements in investment processes and risk management practices.

14. Senior Investment Manager Role Purpose

Strategy Development: Contribute to the development of the food and agriculture investment strategy.
Transaction Execution: Originate and execute transactions, both direct and platform investments, aligned with this strategy across multiple areas of the economy.
Industry Expertise: Provide industry, business, and financial expertise to support the development of strategy, underwriting of transactions, and key stakeholder engagement.
Government Relations: Build and maintain relationships with key government departments and state agencies related to food and agriculture.
Regulatory Awareness: Remain up to date on policy and regulatory developments in food and agriculture–related areas.
Transaction Leadership: Lead significant complex transactions and portfolio activities.
Negotiation Leadership: Lead negotiations with third parties.
Documentation Quality: Produce very high-quality papers and presentations.
Project Coordination: Coordinate projects and transactions, review and ensure quality, and drive delivery.
Monitoring Oversight: Undertake wide-ranging monitoring responsibilities.
Advisor Management: Set the scope of analysis required and organize advisors.

15. Investment Manager General Responsibilities

Stakeholder Communication: Meet and communicate with staff, clients, portfolio managers, consultants, lawyers, and accountants.
Client Assessment: Review client investment objectives, requirements, tolerances, and constraints when performing KYC.
Investment Policy: Draft, customize, and negotiate detailed client investment plans and policies, including managing transitions.
Manager Due Diligence: Conduct due diligence and assess the appropriateness and suitability of potential portfolio managers, their firms, strategies, products, and solutions.
Portfolio Oversight: Monitor and evaluate portfolio manager activities and results on an ongoing basis to ensure compliance with agreed investment mandates and parameters.
Relationship Management: Manage difficult relationships and address conflicts in a reasonable and timely manner.
Training & Education: Educate and train Trust personnel, portfolio managers, and other stakeholders on relevant processes.
Reporting: Prepare reports and communicate issues, observations, and commentaries to senior leadership, Trust personnel, clients, beneficiaries, and investment managers.
Market Awareness: Keep abreast of financial markets and economic conditions to maintain a current and proper perspective for performing oversight.
Information Flow: Ensure effective communication and informed decision-making across all stakeholders involved.

16. Investment Manager Key Accountabilities

Opportunity Appraisal: Take a leading role in appraising new investment opportunities by performing detailed financial and company analysis.
Financial Modelling: Evaluate management teams, build forecasts, and develop financial models to assess investment potential.
Transaction Execution: Lead the execution phase of each transaction to ensure smooth and timely completion.
Agreement Negotiation: Negotiate legal agreements to secure terms that align with strategic and financial objectives.
Due Diligence Coordination: Coordinate with external advisors to support all aspects of due diligence.
Investment Validation: Review commercial, financial, and legal inputs to validate the investment case.
Portfolio Management: Manage the existing portfolio by monitoring performance and identifying opportunities for value creation.
Team Engagement: Engage with portfolio management teams to address operational or strategic challenges.
Stakeholder Updates: Prepare internal updates to keep stakeholders informed of portfolio progress.
Investment Oversight: Support long-term investment outcomes through disciplined execution and oversight.

17. Investment Manager Roles and Details

Strategic Planning: Participate in key corporate strategic planning processes in the assigned area.
Initiative Development: Work closely with senior management and cross-functional teams to outline key initiatives and develop execution plans.
Globalization Strategy: Shape the company’s globalization strategy and drive deep-dive industry and company research to extract actionable insights.
Deal Evaluation: Support or lead the evaluation and execution of potential minority investments, M&A, and partnership opportunities by conducting due diligence and building detailed financial models.
Cross-Functional Collaboration: Work closely with internal leaders throughout the deal assessment process.
Partnership Assessment: Support the evaluation of potential partnerships and broader corporate development opportunities.
Portfolio Management: Assist or lead in the post-management of the portfolio of investments and acquisitions.
Deal Execution: Collaborate with internal finance and legal teams on deal execution.
Deal Origination: Originate deals through a growing network of founders and investors.
Market Research: Conduct research reports on new market trends and innovation within the broader gaming ecosystem.
Insight Communication: Ensure insights are communicated clearly to support strategic decision-making.

18. Investment Manager Responsibilities and Key Tasks

Methodology Understanding: Understand company, client, and auditor methodologies on key clients.
Workload Management: Manage daily workload and communication internally and with the markets, ensuring timely delivery of reporting.
Ownership & Trust: Stay on top of the ongoing workload by taking ownership of the work and creating trust with directors.
Meeting Participation: Participate and contribute in internal and auditor meetings.
Stakeholder Relations: Establish close working relationships with internal stakeholders, including account teams and business leads, and with local teams, including account and Amplifi.
Media Metrics: Understand media metrics, including GRP, planning vs. buying audience, rating, CPM, CPE, CPA, CTR, CPC, insertion, panels, cpSpot, rebates, AVB, inflation, and others.
Clear Communication: Communicate clearly and effectively with line managers and local teams by getting the point across and being straightforward and honest.
Issue Escalation: Raise issues to line managers immediately and ask questions when faced with ambiguity or doubt.
Workflow Management: Manage workflow upwards as well as downwards effectively and efficiently.
Team Leadership: Act as a line manager to an exec or senior exec by monitoring and guiding their performance.
Reporting Accuracy: Ensure complete accuracy concerning all reporting deliverables.

19. Investment Manager Duties and Roles

Transaction Execution: Structure and execute cross-border investment/divestment transactions, including due diligence and legal documentation processes.
Market Analysis: Perform detailed market analysis, financial models, and feasibility studies to support investment evaluation.
Investment Proposals: Prepare investment proposals on investment opportunities.
Fundraising Support: Support fundraising and other capital market projects from time to time.
Opportunity Sourcing: Assist in sourcing and analyzing investment opportunities, structuring and executing the acquisition of assets or land.
Financial Modelling: Conduct financial modelling to assess/support acquisitions.
Stakeholder Presentation: Present financial analysis to key stakeholders.
Due Diligence Coordination: Conduct and coordinate legal, tax, technical, and financial due diligence for assets to be acquired, working with external advisers/consultants.

20. Investment Manager Roles and Responsibilities

Process Improvement: Help create best-practice processes that strengthen both local and global investment and portfolio-management activities.
Operational Support: Support operational work by assisting founders and program teams with ideation, team formation, and pitch preparation.
Market Research: Oversee market-trend research to identify emerging opportunities across relevant sectors.
Pitch Evaluation: Review pitch books to evaluate venture quality and readiness for investment.
Pipeline Management: Build and maintain a strong pipeline of startups seeking to raise capital.
Due Diligence: Manage the due diligence process by gathering information, validating assumptions, and assessing risks.
Investment Insights: Provide clear insights and structured analysis to Partners and the Investment Committee.
Stakeholder Coordination: Coordinate communication among advisors and stakeholders involved in due diligence work.
Fundraising Support: Help portfolio companies navigate their fundraising efforts from initial outreach through final term-sheet negotiations.
Investor Liaison: Liaise with venture-capital firms and investors to facilitate warm introductions and engagement.
Portfolio Reviews: Lead quarterly portfolio reviews with local teams and the investment group to assess company performance.
Findings Summary: Summarize key findings to support strategic decisions and ongoing portfolio development.

21. Investment Manager Details and Accountabilities

Network Building: Build and expand a network with senior bankers and industry key opinion leaders to source opportunities and develop a profound understanding of deals and discussions in the market related to key focus areas.
Idea Evaluation: Scrutinize investment ideas discussed in the team and provide inputs on colleagues’ investment hypotheses.
Internal Collaboration: Develop an internal network to validate investment ideas with subject matter experts and excel in presenting investment proposals to internal stakeholders and the Investment Committee.
Due Diligence Leadership: Lead, inform, scrutinize, and coordinate due diligence processes from start to finish.
Deal Negotiation: Negotiate terms and oversee documentation of deal terms in close collaboration with the legal team.
Portfolio Input: Provide inputs on key topics to the portfolio management team and to internal partners from other departments.
Company Development: Set joint goals and milestones, and monitor the overall development of the company.
Plan Execution: Support the development and execution of the 100-day plan.

22. Senior Investment Manager Overview

Client Acquisition: Lead and close strategic client acquisitions.
Financial Modelling: Perform financial modelling and projections for capital raising, project assessments, and company strategy.
Project Financing: Work closely with banks to raise and ensure smooth project financing for ongoing and upcoming projects.
Data Consolidation: Interact with multiple internal personnel across various teams to consolidate data.
Project Analysis: Collect project information from the technical team to analyse and evaluate project assumptions.
Acquisition Management: Handle acquisition projects by evaluating opportunities, proposing deal terms and structures, preparing term sheets, reviewing acquisition agreements, and tracking the closing process.
Agreement Review: Review commercial aspects of financing, investment, and partnership definitive agreements.
Board Preparation: Prepare materials for Board meetings.
Shareholder Reporting: Work closely with the shareholders’ investment team and produce monthly and quarterly reports for the shareholders.
Joint Venture Leadership: Lead and close joint ventures.
Strategic Development: Develop strategies that support the company’s long-term direction.
Team Coordination: Ensure effective coordination and communication across teams involved in transactions and strategic initiatives.

23. Investment Manager Job Description

Business Execution: Execute the annual business plan while meeting agreed individual performance targets.
Client Relationships: Build new client relationships and strengthen existing ones through consistent communication and reliable delivery.
Client Retention: Minimise client attrition by offering excellent service that leads to new instructions and referrals.
Meeting Leadership: Plan and lead client meetings professionally, ensuring all information presented is accurate and up to date.
Client Alignment: Align meeting content with each client's objectives, financial circumstances, and long-term priorities.
Portfolio Construction: Construct suitable investment portfolios based on client requirements, tax considerations, and risk tolerance.
Portfolio Maintenance: Maintain portfolios carefully, ensuring they reflect client goals and changing market conditions.
Portfolio Review: Review portfolios regularly and adjust allocations to enhance outcomes.
Decision Support: Consult colleagues to validate decisions or discuss complex matters.
Portfolio Execution: Execute portfolio changes accurately and in a timely fashion to support consistent performance.

24. Investment Manager Functions

Idea Generation: Generate long-term investment ideas using bottom-up analysis focused on environmental themes within the consumer market.
Financial Modelling: Build detailed company financial models to assess profitability, valuation, and long-term potential.
Research Writing: Write clear investment research notes that summarize findings and support portfolio decisions.
Portfolio Construction: Participate in portfolio construction by helping select positions and optimize weightings.
Portfolio Optimization: Support ongoing portfolio optimization to maintain alignment with investment objectives.
Process Improvement: Contribute to the continuous improvement of the overall investment concept and analytical process.
ESG Engagement: Develop a structured framework for proactively engaging with companies on key ESG issues.
ESG Metrics: Create innovative ESG metrics to enhance the depth and quality of company assessments.
ESG Integration: Integrate these ESG metrics into broader financial and strategic analysis.
Strategy Presentation: Present the investment strategy to clients and prospective investors in a clear and compelling way.
Market Communication: Communicate insights on market trends, ESG developments, and portfolio positioning to strengthen client understanding.
Sustainable Decisions: Help ensure investment decisions reflect both financial performance and sustainability considerations.

25. Investment Manager Accountabilities

Deal Execution: Focus on executing transactions and managing deals across all clean-energy technologies throughout the region.
Due Diligence: Lead both quantitative and qualitative due diligence on prospective investments, including reviewing financials, risks, and commercial viability.
Deal Negotiation: Negotiate key documentation and terms to ensure transactions progress smoothly and align with investment objectives.
Strategy Collaboration: Collaborate with senior members of the Clean Energy Investment team to help shape and refine the investment strategy.
Valuation Oversight: Oversee valuation models to ensure accuracy and consistency in assessing potential returns.
Investment Memoranda: Prepare detailed investment memoranda for presentation to the Investment Committee.
Investment Structuring: Structure tailored investment solutions that meet the requirements of institutional investors.
Investment Monitoring: Monitor existing investments by reviewing performance indicators and identifying emerging risks.
Product Reporting: Support product reporting by preparing updates, analyses, and supporting documentation.
Market Research: Conduct market research to identify industry trends and inform investment thinking.
Internal Support: Respond to internal requests and contribute to marketing initiatives that support fundraising and investor engagement.

26. Investment Manager Job Summary

Land Development Oversight: Oversee land development activities carried out by development partners to ensure projects align with the company’s business plans and objectives.
Budgeting & Forecasting: Assist with budgeting and forecasting while managing the execution and financial performance of assigned projects.
Due Diligence Leadership: Lead the due diligence process for land acquisition opportunities involving development partners.
Acquisition Evaluation: Evaluate financial, legal, and operational aspects of potential acquisitions to support informed decisions.
Partner Relations: Build and maintain strong relationships with home builders and development partners to support ongoing collaboration.
Negotiation Leadership: Lead negotiations for the sale of residential lots to homebuilders or assist, depending on project requirements.
Term Alignment: Ensure all negotiated terms align with project goals and financial expectations.
Project Monitoring: Monitor project progress to confirm compliance with timelines, budgets, and development standards.
Stakeholder Communication: Communicate regularly with stakeholders to address challenges and maintain project momentum.
Professional Conduct: Conduct all business activities professionally and ethically to strengthen customer trust and protect the company's reputation.
Value Contribution: Contribute to increasing goodwill and profitability by upholding high standards across all interactions and project responsibilities.

27. Investment Manager Responsibilities

Team Collaboration: Work as part of a team, sharing information and ideas, monitoring and assessing investment data, and taking appropriate action on demand.
Portfolio Management: Manage, on an individual and shared basis, client portfolios, reviewing their performance and investing funds to generate required income.
Client Advisory: Advise and liaise personally with clients, ensuring that all clients receive valuations and performance measures of their portfolios.
Relationship Development: Maintain and develop good relationships with brokers, professional advisers, and other relevant organisations, carrying out desk research to ensure that investment and technical knowledge is maintained.
Team Support: Work as part of an Investment team supporting them in administrative matters, sharing information and ideas.
Business Development: Build improved contacts with clients and professional advisers to develop new business.
Internal Communication: Communicate effectively with the Investment Administration team to action or resolve client-related matters.
Compliance Reporting: Report to Senior Management any concerns relating to improper business practice, e.g., insider dealing, market manipulation, money laundering, etc.
Professional Development: Take responsibility for ensuring the continuing professional development of oneself and of the team.
Group Contribution: Contribute towards the continuing development of the Group by participating in projects, committees, and other activities from time to time.

28. Investment Manager Details

Investment Identification: Identify and complete suitable investments to contribute to annual investment targets at both team and individual levels.
Opportunity Sourcing: Build and maintain relationships with accelerators, incubators, technology transfer offices, and other potential sources of technologies and investment opportunities.
Scouting Support: Support the Investment Associate or Research Analyst with the continuous improvement of the opportunity scouting plan.
Technology Research: Conduct research into relevant technologies and markets.
Agreement Negotiation: Negotiate commercial agreements with third parties, including investment and licensing agreements.
Investment Appraisal: Independently manage the preparation of investment appraisals and investment papers and make verbal presentations regarding investment recommendations.
Due Diligence: Independently conduct detailed due diligence and organise and oversee due diligence conducted by external providers.
Documentation Input: Provide input into the drafting of investment documentation.
Board Representation: Provide board representation for investee companies.
Department Representation: Participate in and represent the department or associated funds at internal and external meetings, seminars, events, and joint group activities.
Fundraising Support: Support collaborators with fundraising promotional activities, including presenting to advisors and their clients, attending meetings with selected advisors, and reporting on fund performance.
Team Management: Manage the performance of direct reports, including setting and monitoring objectives and conducting appraisals.

29. Investment Manager Duties

Investment Oversight: Oversee investment management of the portfolio, including deal sourcing, deal analysis and approval, capital allocation and management, asset performance measurement, and strategic planning, such as acquisition and exit planning and fund management reporting.
Opportunity Execution: Source and execute VC and PE opportunities across multiple regions.
Capital Management: Manage capital and forecast the firm’s cash needs to ensure a balance between growth and financial discipline.
Performance Monitoring: Monitor performance measurements and spearhead projects to maximise investor returns.
Activity Coordination: Ensure effective coordination across investment activities to support long-term value creation.
Process Improvement: Drive continuous improvement in investment processes and decision-making frameworks.
Strategic Support: Support strategic planning by providing clear analysis and recommendations.
Stakeholder Communication: Maintain strong communication with stakeholders to ensure alignment on investment goals.

30. Investment Manager Tasks

Issue Identification: Help identify social issues or market needs where social impact investment can support solutions in areas such as social property, social lending, impact venture, and social outcomes contracts.
Solution Development: Help develop creative and innovative solutions to these identified social issues, including building collaborative partnerships with diverse stakeholders such as investors, charities, and government.
Investment Leadership: Lead prospective investments through the investment process across market systems.
Project Management: Manage projects and relationships, including supporting pipeline development and tracking.
Investment Analysis: Undertake detailed investment analysis, including market assessment, prospective investee evaluation, and analysis of financial, social impact, and systems change cases.
Investment Structuring: Support the structuring of prospective investments.
Committee Preparation: Prepare and present investment recommendations to the Investment Committee.
Deal Negotiation: Help negotiate legal documents and close transactions.
Portfolio Management: Manage many existing portfolio investments.

31. Investment Manager Roles

Performance Management: Work with fund managers to evaluate and manage their financial and social performance.
Reporting Coordination: Support and coordinate fund manager reporting to enable assessment of contributions to systems change, impact, and financial goals across the portfolio and within the relevant market system.
Impact Analysis: Support the design and execution of analysis on impact and financial performance across portfolios of investments, including across market systems.
Strategic Projects: Support the development and delivery of key strategic projects in the market system, progressing toward leadership of specific strands over time.
Relationship Management: Manage relationships with fund managers and support long-term business development in partnership with the investment network team.
Stakeholder Engagement: Support engagement work with investors, charities, and social enterprises to deliver market system goals in partnership with the engagement and communications team.
Team Development: Help build a world-class social impact investment team and approach, including acting as a champion for aspects of the investment management framework or contributing to strategic priority workstreams.
Organisational Contribution: Contribute to organisation-wide initiatives that support the delivery of the mission, such as working groups focused on improving ways of working or stakeholder engagement.
Cross-Team Collaboration: Ensure effective communication and collaboration across teams to strengthen impact and operational excellence.

32. Investment Manager Additional Details

Market Awareness: Keep abreast of business developments, trends, and business opportunities.
Network Development: Develop a network of introducers to demonstrate potential deal flow.
Research & Modelling: Carry out research and financial modelling to assist the Investment Director in identifying suitable investment opportunities.
Due Diligence: Carry out due diligence analysis on potential investee companies, involving all relevant stakeholders.
Deal Structuring: Make recommendations for structuring transactions, taking into account the specifics of each deal.
Investment Papers: Write investment papers to a high level of quality and within investment procedure guidelines.
Committee Presentation: Present at Investment Committee meetings, showing a well-researched proposal and handling objections.
Legal Negotiation: Deal with legal negotiations on investments with support from senior colleagues.
Regulatory Compliance: Carry out all work in accordance with legislative, regulatory, and statutory requirements and articulate the potential consequences of non-compliance.
Performance Review: Review the investee company's performance and ensure compliance with the investment agreement and good corporate governance.

33. Investment Manager Essential Functions

Company Support: Support and advise investee companies on necessary changes.
Conflict Management: Manage any conflicts of interest.
Performance Monitoring: Monitor the performance of investments against business plans and KPIs.
Plan Delivery: Monitor the delivery of the 100-day plan and escalate issues.
Board Participation: Attend investee company board meetings.
Exit Planning: Shortlist potential exit routes, assess factors affecting the choice of exit route, and implement an agreed exit plan.
Co-Investor Research: Research appropriate co-investors and structure deals with potential new investors.
Investment Reporting: Report on the performance of investments and review monthly management accounts and reports against agreed criteria.
Responsible Practices: Promote the benefits of socially responsible ways of working to portfolio companies.
Team Development: Share industry and technical knowledge with more junior team members and contribute to their development.

34. Investment Manager Role Purpose

Strategy Development: Develop investment strategies that align with client goals and market conditions.
Negotiation: Negotiate effectively with marketers to secure advantageous terms and optimize investment outcomes.
Presentation Skills: Prepare and deliver presentations that support client negotiations and strategic discussions.
Data Analysis: Conduct data analysis and benchmarking to evaluate performance and identify improvement opportunities.
Information Management: Manage the exchange of investment-relevant information across clients’ digital media channels within the international network.
Commitment Management: Oversee commitment management and drive optimization efforts to enhance efficiency.
Market Analysis: Perform detailed market analyses to understand trends, competition, and emerging opportunities.
Client Analysis: Analyze client behavior and requirements to tailor investment recommendations.
Opportunity Development: Independently develop and discuss market opportunities that support strategic decision-making.
Cross-Department Collaboration: Collaborate closely with the TV and Digital departments to assess trading options and implement them effectively.
Consulting Support: Work as a sparring partner for consulting teams by providing insights, critiques, and strategic input.
Budget Support: Support client teams by supplying accurate budget figures for forecasting and investment planning.
Strategic Integration: Strengthen overall investment strategy by integrating financial data with market intelligence.
Relationship Management: Establish and maintain strong relationships with marketers to ensure long-term collaboration and deal flow.

35. Investment Manager General Responsibilities

Due Diligence: Guide due diligence and portfolio management on direct deals and funds.
Project Supervision: Supervise multiple projects or workstreams to ensure high-quality, on-time delivery.
Opportunity Development: Take the lead in identifying and developing new investment opportunities in thematic areas that align with values, clients, and approach.
Deal Leadership: Lead investment opportunities through various stages of the investment process, including initial screening, presentation to the internal investment committee, detailed business and financial due diligence, execution, and closure.
Documentation Management: Prepare, present, and maintain detailed investment documentation for clients quarterly.
Value Creation: Constantly aim to increase the positive impact of portfolio companies by adding value in critical areas such as strategy, operations, business development, finance, organizational building, and governance.
Metric Tracking: Understand and track key metrics to monitor the progress being made by portfolio organizations toward social, environmental, and financial goals.
Stakeholder Management: Effectively develop and handle relationships with a wide variety of stakeholders.
Process Improvement: Support continuous improvement across investment processes and portfolio monitoring.
Insight Communication: Ensure clear communication of insights, risks, and opportunities to internal and external partners.
Impact Contribution: Contribute to strengthening overall impact outcomes through proactive engagement.

36. Investment Manager Key Accountabilities

Client Understanding: Understand dedicated groups of clients’ investment needs and proactively provide investment advice and solutions aligned with their profiles, investment experience, objectives, financial constraints, and risk appetite.
Strategy Formulation: Formulate tailored investment strategies, construct investment portfolios on a discretionary basis, and implement clients’ investment policies, objectives, and asset allocation strategies across multiple asset classes.
Portfolio Management: Actively manage clients’ investment portfolios, closely monitor performance, and prudently undertake portfolio rebalancing to achieve investment objectives and deliver positive returns.
Due Diligence: Perform due diligence and assess risk ratings for funds, investment products, and other multi-asset class offerings.
Order Execution: Execute clients’ investment orders on an advisory basis accurately and on time upon request.
Market Analysis: Provide timely analysis of market developments and investment product information.
Reporting: Prepare periodic investment reports and ad-hoc thematic reports for external distribution.
Regulatory Compliance: Operate consistently within regulatory requirements and compliance guidelines implemented by the firm.
Documentation Accuracy: Ensure accurate documentation and communication throughout the investment process.
Client Support: Support clients with clear, informed insights to enhance investment decision-making.

37. Investment Manager Roles and Details

Mandate Promotion: Promote discretionary and advisory mandates respecting both prospect and client expectations and the client risk profile.
Mandate Management: Manage discretionary or advisory mandates respecting the client risk profile, client constraints, the CIO’s view, the investment universe, and local regulations or processes while providing clients with a high level of service, including expertise and proactivity.
CRM Activities: Animate CRM activities, including weekly meetings, investment view updates, investment opportunities, and follow-ups.
Committee Participation: Actively participate in local strategic and tactical, equity, fixed income, and alternative committees.
Solution Sourcing: Participate in the sourcing of new investment solutions and ideas for the whole team, especially when identified as a product specialist.
Cross-Team Collaboration: Work closely with bankers, marketing, and sales management teams to better understand clients and increase satisfaction levels.
Proactive Promotion: Increase proactivity when promoting investment solutions and improve the quality of follow-up.
Alternative Solutions: Promote alternative investment solutions to CRMs and clients, especially private equity, hedge fund, structured product, and OTC derivative solutions.
NNM Growth: Actively contribute to increasing net new money for the bank across both existing clients and prospects.
Banker Support: Support bankers in their marketing and client acquisition activities.
Team Communication: Enhance communication across teams to ensure alignment on client needs and opportunities.
Commercial Contribution: Help strengthen overall commercial contribution through consistent promotion of investment solutions.

38. Investment Manager Responsibilities and Key Tasks

Investment Cycle Management: Responsible for the entire investment cycle from sourcing, due diligence, internal approvals, and negotiations through the holding period and exit of selected investments.
Deal Team Leadership: Manage individual deal teams that include colleagues from departments such as ESG, impact, and legal, with investment managers acting as project managers.
Deal Structuring: Lead all structuring and negotiation of transaction terms.
Portfolio Management: Perform portfolio management tasks, including monitoring and value-adding activities.
Portfolio Engagement: Engage with portfolio companies to ensure alignment with internal expectations across all key pillars.
Value Creation: Drive value creation by assessing the need for targeted actions to increase positive impact in areas such as operational efficiencies, governance, gender, and climate.
Board Representation: Act as the organisation’s appointee on boards and similar entities.
Risk Management: Monitor risk and identify appropriate mitigating measures for individual holdings.
Business Development: Conduct business development activities to support future investment opportunities.
Stakeholder Relations: Build and maintain relationships with potential co-investors, investees, and other stakeholders active in the sector.
Market Awareness: Keep abreast of market developments in the sector to identify emerging risks and opportunities.
Insight Provision: Proactively strengthen the business offering by providing insights such as intelligence on investment structures used in precedent transactions.
Strategy Updating: Update sector strategies and business plans.
Team Coaching: Coach and mentor investment managers and other junior colleagues.
Cross-Team Collaboration: Ensure effective collaboration and communication across teams to support successful investment outcomes.

39. Investment Manager Duties and Roles

Impact Enablement: Provide enterprises with the tools, support, and inspiration to plan, create, and scale their social impact.
Government Partnerships: Enable governments and their agencies to partner with social enterprises in various ways to enhance the delivery of social impact.
Aligned Support: Ensure social entrepreneurs receive aligned investment and support.
Market Engagement: Encourage consumers and businesses to purchase products and services from social enterprises.
Purposeful Investment: Enable investors of all kinds to make purposeful investments for both financial and social return.
Community Support: Work within the communities team, supporting a can-do attitude toward helping customers.
Portfolio Management: Assume responsibility for a portfolio of existing customers with a relationship and credit risk focus.
Enquiry Management: Take responsibility for new enquiries from organisations seeking support to fund their impact and growth ambitions, finding solutions creatively and professionally.
Investment Appraisal: Occasionally assess organisations’ business plans and financials and prepare investment appraisals for presentation to credit committees.
Customer Support: Support customers and potential customers involved in all impact and market-building activities, and support the business development activities of the wider group.
Capacity Building: Work alongside organisations to educate and support their capacity-building activity with a view to developing their investment readiness.
Networking: Attend networking and sector events to publicise and represent the organisation.
Strategy Delivery: Support the delivery of agreed actions under the strategy by working closely with the head of investments and the communities team to ensure customers receive a welcoming, challenging, and inspirational experience.
Project Support: Support projects and challenges across the organisation.
Relationship Management: Ensure clear communication and strong relationship management to strengthen customer impact and outcomes.

40. Investment Manager Roles and Responsibilities

Business Development: Serve as a critical partner in new business development opportunities and as a primary resource for investment communication.
Client Acquisition: Assist the Wealth Advisor in acquiring prospective clients.
Value Communication: Effectively communicate the organisation’s unique value proposition.
Client Discovery: Assist Wealth Advisors with information discovery and client goal identification for prospective UHNW clients.
Portfolio Analysis: Analyze prospective client investment portfolios and develop investment strategies, including asset allocation, investment implementation, and portfolio construction.
Complexity Assessment: Assess added complexity across the balance sheet, including limited partnerships and business interests, and determine the impact on investment recommendations.
Process Articulation: Effectively articulate the investment process and recommendations.
Relationship Development: Share responsibility as a key member of the client-facing team for developing and deepening client relationships through proactive communication and advice for UHNW clients.
Family Engagement: Ascertain the engagement level for family office services and provide investment education to multiple generations within families.
Client Onboarding: Participate in client onboarding by customizing investment portfolios and assessing each client’s entry point into the investment management process based on their unique investing experiences, objectives, and risk tolerances.
Policy & Allocation: Develop investment policy statements and advise, and execute on strategic and tactical asset allocation.
Trading Management: Manage the daily trading activities in discretionary, non-discretionary, and trust-based portfolios.
Client Rapport: Build rapport with each client family before capital deployment to help ensure long-lasting client and trusted-advisor relationships.
Strategy Adjustment: Recommend, establish, monitor, and adjust investment strategies and solutions for UHNW clients based on investment reviews to meet discretionary and non-discretionary account goals and objectives.
Risk & Compliance: Adhere to and document risk management practices and comply with all relevant regulatory policies and procedures.
Client Service Excellence: Support overall client service excellence through consistent follow-up, communication, and strategic guidance.

Relevant Information

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