Assistant Investment Executive

Project & Business Analyst - Liverpool, North West

Ref: 567Tuesday 2 May 2023

£35,000 to £37,000 + A range of Benefits

Sorry, this advert is now closed. Click here to view our live vacancies.

Assistant Investment Executive – Liverpool – Permanent – Mix of home / office work - £35,000 to £37,000 + Bonus and excellent benefits

Are you currently working in corporate banking and looking for a fresh challenge? 

Our client is one of the leading fund manager’s in the North, and due to expansion, and succession planning we are seeking to fill the post of Assistant Investment Executive. The  role will build close working relationships internally and with external business introducers and service providers in order to generate strong flows of new opportunities to the team, as well as assessing the credit risk of lending proposals with a view to taking these forward to completion. 

The role of Assistant Investment Executive:

  • Contribute to the investment team’s financial target, playing a key role in delivering timely and excellent customer service;
  • Identifying opportunities for funding, carrying out financial analysis and making sound commercial decisions via detailed sanction reports for the line manager / fund director;
  • Understand and assess underlying cashflow assumptions and comment on the risks associated with these and suggest and conduct appropriate sensitivity analysis;
  • Take responsibility for the creation of covenants and the setting of limits. 
  • Appraise investment proposals as deemed appropriate by line manager / fund director;
  • Assist in the assessment and completion of due diligence and assess risks attendant with aspects of each investment. This will include conducting thorough and robust management, financial and commercial due diligence when considering investment opportunities;
  • Prepare sanction reports for credit sanction and present findings to Investment Committee;
  • Fully understand and be involved in, the negotiation of commercial terms and translate these in to legal instructions;
  • Liaise with external due diligence providers, scoping work assignments and negotiating best value for money for customers;

Ideally we are seeking individuals whom have previous experience gained from a commercial or corporate banking background, or someone with an accounting background who will consider a new challenge. Ideally you will have experience of investing or lending money to SME’s along with strong communication skills and the ability to analyse information.

Benefits include :

  • Bonus
  • 30 days leave + bank holidays
  • Defined pension
  • Private healthcare
  • Electronic vehicle salary sacrifice
  • Cycle to work scheme
  • Employee loan scheme
  • Flexible and hybrid working



Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.