At a Glance
- Tasks: Manage debt transactions and support SMEs with tailored funding solutions.
- Company: Established investment organisation based in Liverpool, focused on supporting ambitious businesses.
- Benefits: Hybrid working, varied role, significant client interaction, and excellent career prospects.
- Other info: Join a respected team with high-quality deal flow and opportunities for growth.
- Why this job: Make a real impact on growing businesses across the North West.
- Qualifications: Experience in business lending, credit analysis, and strong relationship management skills.
The predicted salary is between 49500 - 60500 £ per year.
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're looking to appoint an experienced Investment Manager to join their expanding debt team.
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.
Investment Manager Role
You'll take ownership of debt transactions from initial enquiry through to completion, working with businesses, professional introducers and advisors across the North West. Typical funding sizes range from £100,000 to £1 million, supporting a broad range of established SMEs with tailored debt solutions.
Your responsibilities will include:
- 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.
Investment Manager 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.
Investment Manager 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.
Investments Manager employer: Accountable Recruitment
Join a forward-thinking international organisation that values flexibility and employee growth, offering competitive daily rates and the option to work remotely or in a hybrid model. With a dynamic work culture and a focus on collaboration, this role provides an excellent opportunity for skilled Financial Accountants to contribute meaningfully while enjoying a supportive environment that fosters professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Investments Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Accountable Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investments Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Accountable Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Accountable Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Accountable Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Accountable Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Accountable Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Accountable Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
