Strategic EIS Specialist

2 semanas atrás


Brasil MANTU GROUP SA Tempo inteiro

Investment Analysis

We are seeking an experienced investment analyst to join our team in conducting thorough analysis and due diligence on potential EIS-qualifying companies. This involves assessing their growth potential, financial viability, and eligibility for EIS investment.

Client Consultation

The successful candidate will provide expert advice to clients on EIS investment opportunities, tax benefits, and the implications of EIS investments on their overall financial strategy. This will include collaborating with tax professionals to develop tax-efficient investment structures and strategies that leverage EIS tax reliefs for investors.

Compliance Management

To ensure compliance with HMRC regulations and requirements for EIS-qualifying investments, the ideal candidate will prepare necessary documentation and adhere to investment guidelines. This will involve interacting with investors, addressing their queries, and providing them with information about EIS-qualifying opportunities, tax implications, and investment strategies.

Investor Relations

The investment solutions expert will be responsible for monitoring and managing EIS investment portfolios, tracking performance, and making informed decisions regarding investment allocations and diversification. This will also involve staying updated on industry trends, market developments, and changes in EIS regulations to inform investment decisions and client recommendations.

Profile Requirements

  1. Familiarity with EIS regulations and tax reliefs is essential for this role.
  2. Strong analytical skills are required to evaluate the financial health and growth potential of early-stage companies.
  3. Proficiency in tax planning and the ability to advise clients on tax-efficient investment strategies is also crucial.
  4. Experience in managing investment portfolios, including risk assessment and diversification strategies, is necessary.
  5. Familiarity with HMRC regulations and the ability to ensure that investments comply with all legal requirements is also required.

This is a unique opportunity to join our team as a strategic EIS specialist and contribute to the success of our clients. If you have a passion for investment analysis and a strong understanding of EIS regulations, we encourage you to apply for this exciting role.



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