At a Glance
- Tasks: Develop a network to generate 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.
- Other info: Mentorship opportunities and a chance to work with ambitious professionals.
- Why this job: Join a team making impactful investments and support local businesses in their growth journey.
- Qualifications: Experience in investment management and strong analytical skills required.
The predicted salary is between 40500 - 49500 £ per year.
- Company Category: SME Business Loans
- 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.
- #J-18808-Ljbffr
Investment Manager- Leeds employer: Aimeewillow
As an Investment Manager at our SME Business Loans firm in Leeds, you will thrive in a dynamic and supportive work culture that prioritises collaboration and professional growth. We offer competitive salaries along with a comprehensive benefits package, ensuring that our employees feel valued and motivated. With ample opportunities for networking and mentorship, you will be empowered to develop your skills while making a meaningful impact on the local business community.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Manager- Leeds
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Aimeewillow, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Aimeewillow.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Aimeewillow.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Aimeewillow, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Manager- Leeds
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Aimeewillow want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Aimeewillow.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Aimeewillow will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Aimeewillow. Numbers speak louder than words!
How to prepare for a job interview at Aimeewillow
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Aimeewillow want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withAimeewillow.
