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For Companies At a Glance
- Tasks: Support investment processes and build relationships with businesses in the Yorkshire and Humber region.
- Company: Values-driven organisation focused on growth, trust, and inclusivity.
- Benefits: Exciting perks, competitive salary, and opportunities for professional development.
- Why this job: Join a dynamic team and make a real impact in the investment world.
- Qualifications: Strong analytical skills, self-starter attitude, and effective communication abilities.
- Other info: Mobile role with excellent career growth potential in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
Overview
This is a fantastic opportunity to join a northern based Debt team. You\’ll be supporting the team with investing into businesses from our Debt Fund, in the Yorkshire and attened region.
This is a values-based organisation built around being Growth Focused, Trusted, Connected, Responsive and Responsible/Respectful. We work hard to create a workplace which accepts every person\’s differences, and our culture is strong and inclusive. We believe that creating сапethod to you can be your best at work makes us stronger.
We know from research that you may not be tempted to apply for a role if you don\’t meet all of the experience requirements, but if you can demonstrate that you have transferable skills for this role, then we welcome your application.
You would be expected to be fully mobile and travel to other offices and investee companies as required.
The Responsibilities
- Supporting the completion of investments including preparation of investment documentation, management of the due diligence process, AML documentation and coordination of the legal agreements.
- Initially with support if needed, identifying, selecting and appraising suitable investment loans to achieve annual investment targets for the fund.
- Supporting business development activities and self‑generating proposals, building new relationships and actively promoting the fund.
- Ensuring that service level standards and turnaround times are always met.
- Ensuring that regulatory and customer requirements are always complied with.
- Preparing internal and external reports to key stakeholders.
- Supporting the post‑investment monitoring of investments.
The Requirements
- Ideally you have a lending and/or regulatory background.
- With team support to get up to speed, you are a self‑starter with the ability to multi‑task.
- You are commercially aware and can demonstrateੈਂa sound level of judgment.
- You possess strong analytical skills, with a high level of financial awareness.
- You are an effective networker, able to build good relationships with our investees, clients and contacts.
- Being a good team player goes without saying here.
- You are a confident communicator both verbally and in written work.
- Given the nature of this role, you must be fully mobile and posses a valid UK driving licence.
- A working knowledge of CRM systems/databases and Microsoft Office products is helpful.
The Benefits
In addition to base salary, they are offering a broad and exciting range of perks and benefits.
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Investment Associate employer: Aimee Willow Connex Ltd
Contact Detail:
Aimee Willow Connex Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Associate
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with potential colleagues on LinkedIn. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since they’re all about being Growth Focused and Connected, think of examples from your past that showcase these traits.
✨Tip Number 3
Practice your pitch! Be ready to explain how your transferable skills make you a great fit for the Investment Associate role. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Investment Associate
Some tips for your application 🫡
Read the Job Description Thoroughly: Before you start your application, take a moment to really digest the job description. It’s packed with info about what we’re looking for and how you can shine in your application.
Show Off Your Transferable Skills: Don’t worry if you don’t tick every box! If you’ve got skills that could translate well into this role, make sure to highlight them. We love seeing how your unique experiences can add value to our team.
Be Yourself in Your Writing: We want to get to know the real you! Use your own voice in your application. Let your personality shine through while keeping it professional – we appreciate authenticity.
Apply Through Our Website: When you’re ready to hit send, make sure you apply through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity!
How to prepare for a job interview at Aimee Willow Connex Ltd
✨Know the Company Values
Before your interview, take some time to understand the company's core values: Growth Focused, Trusted, Connected, Responsive, and Responsible/Respectful. Think about how your own values align with theirs and be ready to share examples that demonstrate this alignment during the interview.
✨Showcase Your Transferable Skills
Even if you don’t meet all the experience requirements, focus on your transferable skills. Prepare specific examples from your past experiences that highlight your analytical skills, commercial awareness, and ability to multi-task. This will show that you can adapt and thrive in the role.
✨Prepare for Technical Questions
Given the nature of the Investment Associate role, brush up on your knowledge of investment documentation, due diligence processes, and regulatory compliance. Be prepared to discuss these topics in detail, as well as any relevant experience you have in lending or regulatory environments.
✨Practice Your Networking Skills
Since building relationships is key in this role, think of ways to demonstrate your networking abilities. Prepare anecdotes about how you've successfully built relationships in the past, whether in a professional or personal context, and be ready to discuss how you would approach networking with investees and clients.
