At a Glance
- Tasks: Source and appraise investment proposals while minimising risks for our Micro Loans Team.
- Company: Join a dynamic team in a FCA regulated environment focused on SME investments.
- Benefits: Competitive salary, career growth opportunities, and a supportive work culture.
- Other info: Exciting opportunity to enhance your career in a fast-paced financial environment.
- Why this job: Make impactful decisions and build relationships in the vibrant Welsh business community.
- Qualifications: Experience in investing or lending to SMEs with strong analytical skills.
The predicted salary is between 51750 - 63250 £ per year.
We’re looking for an Investment Executive, covering South East Wales to join our Micro Loans Team to source and appraise investment proposals, most of which will be unsecured, so you will understand cashflow assumptions and assess the risks.
Working to and exceeding targets will come naturally, as you consider the investment opportunities and risks, conducting detailed due diligence that minimises risks to the Group.
Analytical and meticulous, you will be accustomed to conducting thorough and robust management, financial and commercial due diligence when considering investment opportunities and assess the risks attendant to each investment, preparing necessary reports and completing legal documentation.
You’ll be a good negotiator and confident communicator, who can confirm the terms and conditions for placing investments and build good working relationships with key business introducers and intermediaries.
Working in a FCA regulated environment, you will ensure compliance with all relevant legislation and regulations.
With experience in investing or lending to SME’s and credit report preparation, you will have financial analysis experience and demonstrate an understanding of risk assessment and investment processes.
We’re on the lookout for someone who’s a strong communicator, confident in making decisions, with great attention to detail.
You’ll have an established network of introducers with Welsh SME space and ideally, an understanding of the regional business environment
If this sounds like you, we’d love to meet you. And we’d love to help your career really take off.
Please view role profile for full role details.
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Investment Executive in Cardiff employer: Development Bank of Wales
As an Investment Executive with our Micro Loans Team in South East Wales, you'll thrive in a dynamic work culture that prioritises collaboration and innovation. We offer competitive benefits, including professional development opportunities tailored to enhance your skills in investment analysis and risk assessment, ensuring your career growth is supported every step of the way. Join us to make a meaningful impact in the SME sector while enjoying the unique advantages of working in a FCA regulated environment that values compliance and ethical practices.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Executive in Cardiff
✨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 Development Bank of Wales, 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 Development Bank of Wales.
✨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 Development Bank of Wales.
✨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 Development Bank of Wales, 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 Executive in Cardiff
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 Development Bank of Wales 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 Development Bank of Wales.
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 Development Bank of Wales 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 Development Bank of Wales. Numbers speak louder than words!
How to prepare for a job interview at Development Bank of Wales
✨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 Development Bank of Wales 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 withDevelopment Bank of Wales.
