Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Develop a network to source investment opportunities and assess SME loan proposals.
- Company: Dynamic SME business loans provider in Yorkshire with a collaborative culture.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Why this job: Join a team making impactful investments and drive your career forward.
- Qualifications: Experience in investment management and strong analytical skills required.
- Other info: Mentorship opportunities and a chance to work with ambitious professionals.
The predicted salary is between 36000 - 60000 £ per year.
Company Category: SME Business Loans
Location: Yorkshire
Salary banding: Competitive plus Benefits
You will be responsible for:
- Developing a broad network of introducers to originate own deal flow.
- Undertaking business development and self-generating proposals, actively promoting the Fund and its activities to its target audiences.
- Keeping abreast of market developments, trends and business opportunities.
- Identification and assessment of suitable new SME loan investment opportunities to achieve annual investment targets (at a team and individual level). Loans in range £0.1m - £2m.
- Carrying out due diligence analysis on potential investee companies, involving all relevant stakeholders.
- Making recommendations for structuring a transaction, taking into account the specifics of the deal.
- Preparing written reports and verbal presentations to the Investment Committee in respect of investment recommendations.
- Negotiating deals and executing transactions, including the technical structuring of competitive investment packages to meet the requirements of the Fund.
- Completion of all relevant financial, people and legal elements of any transaction, including management of any due diligence process and liaising with external advisors.
- Post investment after-care, comprising management and monitoring of the financial and operational performance of the investee company and supporting and giving guidance on its operational and strategic issues.
- Working with our Portfolio team as appropriate, and the wider business for more complex solutions.
- Ensuring service level standards and turnaround times are met.
- Ensuring all regulatory and customer requirements are complied with.
- Supporting the Fund Principal in all aspects of successfully delivering and promoting the fund.
- Mentoring the team and developing less experienced colleagues.
Skills & experience:
- Previous investment management experience combined with a strong technical background.
- Sound commercial acumen and analytical skills.
- Will ideally have an established introducer network within West Yorkshire.
- Demonstrate business acumen, credit risk and analytical skills.
- Strong work and team ethics.
- Good communication and interpersonal skills.
- Ambitious and self-motivated.
- Experience of working with potential and investee companies at Executive level.
We are a collaborative team and so it's important that you share our Core Values.
You must be able to drive and be prepared to travel to our other offices and client sites.
You should have the right to work in the UK.
Investment Manager in Yorkshire employer: Aimee Willow Connex Limited
Contact Detail:
Aimee Willow Connex Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager in Yorkshire
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment scene. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential introducers. The more connections you make, the better your chances of landing that dream role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or during interviews, share your insights on market trends and investment opportunities. This not only demonstrates your knowledge but also shows that you're proactive and engaged in the industry.
✨Tip Number 3
Prepare for those interviews! Research the company and its fund thoroughly. Be ready to discuss how your experience aligns with their goals, especially in terms of deal structuring and due diligence. Tailoring your approach will make you stand out from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals who fit our collaborative culture. Plus, applying directly can sometimes give you an edge over other candidates. So, what are you waiting for? Get your application in!
We think you need these skills to ace Investment Manager in Yorkshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your investment management experience and any relevant achievements that align with what we're looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Investment Manager role. Mention your network of introducers and how you can contribute to our team’s success.
Showcase Your Analytical Skills: Since this role requires strong analytical skills, be sure to include examples of how you've successfully assessed investment opportunities in the past. We want to see your thought process and decision-making abilities!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Aimee Willow Connex Limited
✨Know Your Numbers
As an Investment Manager, you'll need to demonstrate your analytical skills. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. This will show that you can assess investment opportunities effectively.
✨Network Like a Pro
Since developing a broad network of introducers is crucial, come prepared with examples of how you've built relationships in the past. Share specific strategies you've used to generate deal flow and how these could apply to their business.
✨Stay Ahead of Market Trends
Make sure you're up-to-date with the latest market developments and trends in SME loans. Bring insights to the interview about current opportunities or challenges in the sector, showing that you're proactive and knowledgeable.
✨Prepare for Due Diligence Questions
Expect questions about your experience with due diligence processes. Be ready to discuss how you've assessed potential investee companies and the factors you consider when making recommendations. This will highlight your technical expertise and attention to detail.
