Investment Executive

Sales - North West

Ref: 455Sunday 25 September 2022

£50,000 to £60,000 + Bonus and Benefits

Investment Executive – Penrith – Permanent – Mix of home / office work - £50,000 to £60,000 + Bonus and excellent benefits

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 Investment Executive. The role will be responsible for sourcing, appraising and making loan and mezzanine investments into SME’s.

The role of Investment Executive:

  • Source and appraise suitable investments
  • Develop and maintain links and networks with key business introducers and intermediaries to source suitable investment opportunities
  • Maintain and develop technical and industry specific knowledge to ensure best practice and compliance in investment activity
  • Conduct robust due diligence when considering investments
  • Negotiate terms and conditions relating to legal documentation
  • Assess applications for funding and preparing reports for the Senior lending team
  • Liaise with the portfolio team post investment, and support as required, to maintain the relationship and aid any additional investments as appropriate

Ideally we are seeking individuals whom have previous experience gained from commercial or corporate banking who have an in-depth knowledge of all aspects of debt and mezzanine investments into SME’s or large corporates. It Is essential you possess strong communication and negotiation skills and have the ability to work on your own initiative but as part of a wider team.

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.