Investment Executive

United Kingdom
30000.00 - 50000.00 GBP Annual + excellent benefits
09 Nov 2016
06 Dec 2016
Contract Type
Full Time
We are working very closely with our prestigious and expanding client, to identify a suitable candidates to join their team in the North Wales area, as an Investment Executive. The organisation has a friendly, employee focused culture.

As an Investment Executive, you will be responsible for sourcing and appraising applications for investment. This is a client facing role which will suit an individual with demonstrable business development ability, as well as investment experience, probably gained within the banking / financial sector.

Key Duties and Responsibilities:

* Source and appraise investment proposals, with the ability to understand the significance of cash-flow and viability.
* Deliver against investment and yield targets.
* Conduct thorough and robust management, financial and commercial due diligence when considering investment opportunities and assess the risks attendant to each investment.
* Negotiate terms and conditions relating to legal documentation for placing investments.
* Prepare investment reports for credit sanction.
* Ensure completion of legal documentation.
* Maintain and develop technical and industry specific knowledge to ensure best practice and compliance in investment activity.
* Liaise closely with the Portfolio team post investment and support as required to maintain the relationship with the investee company and facilitate additional investments as appropriate.
* Disseminate examples of best practice for applying to the Fund to key business introducers and ensure that the application process is continually refined and improved to provide the best possible client service.
* Develop and maintain links and networks with key business introducers and intermediaries to source suitable investment opportunities.
* Participate and represent the organisation, where appropriate, at meetings, seminars, events and joint group activities.
* Operate under delegated authority limits and Investment Operational Guidelines.
* Any other task as may be defined by the Fund Manager to meet the operational needs of the department.

Knowledge, Skills, Abilities and Experience


* Some experience in investing or lending to SMEs.
* Previous experience of credit report preparation.
* Understanding of risk assessment and investment processes and procedures.
* Strong communication, influencing and interpersonal skills.
* Able to work independently and as part of a team.
* Confident in own decision making skills.
* Ability to prioritise and organise work under pressure.
* Attention to detail.
* Experience of analysing financial information.


* Ability to work directly with clients and no products to sell.
* 30 days leave per year + bank holidays.
* Contributory pension scheme.
* Eligibility for incentive scheme (dependent on start date).
* Employee loan scheme (interest at base rate) dependent on successful completion of probation.
* Cycle to work scheme.
* Employee Assistance Programme.
* Eligibility to join health care scheme via salary sacrifice.

The ability to speak Welsh is desirable. Ability to drive is essential, as is competence with Microsoft packages and Sage Winforecast