Investment Manager

Investment Manager

Leeds Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Identify and assess new loans, negotiate deals, and manage post-investment performance.
  • Company: Independent growth capital fund manager focused on funding SMEs in the North of England.
  • Benefits: Competitive salary plus benefits, with opportunities for professional growth.
  • Why this job: Join a dynamic team making a real impact on SME growth and development.
  • Qualifications: Experience in investment management and strong negotiation skills required.
  • Other info: Exciting opportunity to work with a diverse range of clients and funds.

The predicted salary is between 36000 - 60000 £ per year.

Company Category: SME Business Loans

Location: Yorkshire

Salary banding: Competitive plus Benefits

Responsibilities

  • 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.
  • Collaborative team culture and alignment to core values.
  • Must be able to drive and be prepared to travel to our other offices and client sites.
  • Right to work in the UK.

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Investment Manager employer: Aimee Willow Connex Ltd

As an independent growth capital fund manager based in Yorkshire, our client offers a dynamic and supportive work environment where Investment Managers can thrive. With a strong focus on employee development, competitive salaries, and a commitment to funding SMEs, the company fosters a culture of collaboration and innovation, providing ample opportunities for professional growth and meaningful contributions to the local economy.
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Contact Detail:

Aimee Willow Connex Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Manager

✨Tip Number 1

Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant online groups. The more people you know, the better your chances of landing that Investment Manager role.

✨Tip Number 2

Showcase your expertise! Prepare to discuss your experience in identifying and assessing loans, negotiating deals, and managing due diligence. Be ready to share specific examples that highlight your skills during interviews.

✨Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or mentors to refine your presentation skills. Make sure you can confidently present your investment recommendations and articulate your thought process.

✨Tip Number 4

Apply through our website! We’ve got loads of resources to help you prepare for your application and interviews. Plus, it shows you're genuinely interested in joining our team and making an impact in the SME sector.

We think you need these skills to ace Investment Manager

Loan Assessment
Deal Negotiation
Transaction Execution
Financial Analysis
Due Diligence Management
Report Writing
Presentation Skills
Post-Investment Management
Business Development
Regulatory Compliance
Client Relationship Management
Strategic Guidance
Performance Monitoring
Service Level Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Investment Manager role. Highlight relevant experience in funding SMEs and any previous roles where you've negotiated deals or managed investments. We want to see how your skills 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 passionate about working with SMEs and how you can contribute to our growth capital fund. Keep it concise but impactful – we love a good story!

Showcase Your Analytical Skills: Since the role involves assessing new loans and preparing reports, make sure to showcase your analytical skills in your application. Mention any tools or methodologies you’ve used in the past that helped you make informed investment decisions.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at Aimee Willow Connex Ltd

✨Know Your Numbers

As an Investment Manager, you'll need to demonstrate a solid understanding of financial metrics and investment strategies. Brush up on key performance indicators relevant to SME loans and be ready to discuss how you would assess potential investments.

✨Showcase Your Negotiation Skills

Negotiating deals is a big part of the role, so prepare examples of past negotiations you've successfully handled. Think about the strategies you used and the outcomes achieved, as this will show your ability to structure competitive investment packages.

✨Prepare for Due Diligence Questions

Expect questions around the due diligence process. Familiarise yourself with the steps involved and be ready to explain how you would manage this process effectively, including liaising with external advisors.

✨Demonstrate Business Development Acumen

The role involves self-generating proposals and promoting the Fund. Prepare to discuss your experience in business development and how you would approach building relationships with potential clients and stakeholders.

Investment Manager
Aimee Willow Connex Ltd
Location: Leeds

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