Investment Manager in Liverpool

Overview

Are you an experienced lending professional looking to move into a role where you can genuinely support ambitious businesses across the North West?

I am working with an established investment organisation with offices in Liverpool that deploys funding to SMEs, helping businesses access the finance they need to grow.

Due to continued investment and increasing demand, they are looking to appoint an experienced

Investment Manager to join their expanding debt team, offering a salary of £55,000 - £65,000 DOE.

This is not a trainee or developmental position.

We're looking for someone who can hit the ground running, manage transactions independently and confidently assess lending opportunities from day one.

Responsibilities

• Originating new lending opportunities through your professional network and external relationships.
• Meeting business owners, advisors and introducers across the North West.
• Assessing funding applications and identifying the most appropriate funding solution.
• Analysing statutory accounts, management accounts, cashflows and financial forecasts.
• Structuring lending proposals and preparing detailed credit papers.
• Presenting investment recommendations to internal credit and investment committees.
• Managing transactions through negotiation, legal completion and drawdown.
• Working closely with portfolio colleagues to ensure a smooth handover following completion.
• Building long‑term relationships with accountants, banks, corporate finance advisers and other professional introducers.
• Attributes

You’ll already have experience assessing and structuring business lending and be comfortable making commercial lending decisions.

You’ll likely come from

• Commercial Banking
• Corporate Banking
• SME Lending
• Debt Funds
• Alternative Finance
• Corporate Finance

You’ll ideally have experience of

• Business lending or debt transactions.
• Credit analysis and financial appraisal.
• Writing lending recommendations and presenting credit papers.
• Assessing statutory and management accounts.
• Structuring lending facilities.
• Managing multiple live transactions simultaneously.
• Building strong relationships with intermediaries and business owners.

Benefits

• Hybrid, autonomous working.
• A genuinely varied role with significant client interaction.
• Opportunity to work across the North West business community.
• High‑quality deal flow with funding values between £100k and £1m.
• Join a respected investment team making a real difference to growing businesses.
• Excellent long‑term career prospects within a growing investment platform.

If you’re an experienced lending professional looking for a role that combines relationship management, credit assessment and transaction execution, we’d love to hear from you.

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