Associate Management Consultant

Lote Global Investments; United Kingdom; On-site; GBP 100,000 - 125,000; Full time

Job description

Lote Global Investments (Lote) is a shariah-compliant single-family International Investment Office focused on real estate and private equity. As part of its private equity activities, Lote Global acquires long-term stakes in a range of companies across multiple sectors, with a view to providing these new subsidiaries with corporate capability support to enable them to achieve strategic growth objectives and good governance.

RESPONSIBILITIES

1. Three/Four days a week, based in the Leicester office
2. Working closely with the CEO at Lote in any strategic consulting initiatives
3. Leadership Responsibilities / Observing the NextGen Population and overseeing them and managing their workload
4. Responsible for Management Consulting / Financial Analytical duties for Lote and its subsidiaries
5. Finance business partnering with key stakeholders across both private equity and real estate interests, (primarily based in Chester and Manchester, will involve some travel)
6. You will own, drive and deliver the business planning for all investments creating the schedules and timetables to then provide the consolidated FP&A view of all investments for Lote HQ
7. Develop and implement financial planning processes, including annual budgeting and long-term forecasting, for the investment group and its subsidiaries.
8. Work with investment companies to create accurate and achievable financial targets aligned with Lote’s strategic objectives.
9. Monitor financial performance against budgets, identify variances, and provide timely analysis and recommendations for corrective actions.
10. Evaluate potential investment opportunities, perform financial due diligence, and present investment recommendations to senior management.
11. Collaborate with investment teams to analyse the financial performance of existing investments, identify areas for improvement, and recommend value-enhancing initiatives.
12. Prepare and deliver regular financial reports, management dashboards, and KPIs to senior management and stakeholders.
13. Provide meaningful insights and analysis on financial trends, key performance drivers, and emerging risks to support strategic decision-making.
14. Assist in the preparation of presentations for board meetings, investor updates, and other important forums.
15. Assess capital requirements and collaborate with the finance team to plan and manage capital raising initiatives.
16. Collaborate with the executive team and business leaders to develop and refine the overall strategic plan of the investment group.
17. Act as a trusted financial advisor, providing insights and financial expertise to support business strategy development and execution.

KEY SKILLS

1. Ability to multi-task and manage projects to deadlines
2. Ability to manage a team and act as an internal coach to NextGen
3. Excellent written communication, verbal communication, presentation, and stakeholder engagement
4. Ability and desire to play an active role across all areas of a new company
5. Motivated team-player who showcases honesty, integrity, and humility
6. Excellent quantitative and analytical skills
7. Working knowledge of sharia-compliant investments and debt (desirable)
8. Working knowledge of the investment processes
9. Ability to lead teams and support colleagues

EXPERIENCE / QUALIFICATIONS

1. 3-4 years management consultant / investment experience.
2. Demonstratable experience of dealing with clients / stakeholders from the GCC
3. Experience in various investment vehicles
4. Experience in managing various projects
5. Significant experience in using MS Excel, PPTX and Word
6. Bachelor’s degree from a reputable university

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Consulting, Information Technology, and Sales

Industries

Investment Management