Investment Executive – SME Lending (Wales) in Cardiff

Investment Executive – SME Lending (Wales) in Cardiff

Cardiff Full-Time 29700 - 36300 £ / year (est.) No working from home possible
D

At a Glance

  • Tasks: Source and assess investment proposals while preparing reports and legal documentation.
  • Company: Join the Development Bank of Wales, a leader in SME lending.
  • Benefits: Competitive salary, professional development, and a supportive work environment.
  • Other info: Dynamic role with opportunities to build valuable relationships in the finance sector.
  • Why this job: Make a real difference in local businesses and enhance your financial expertise.
  • Qualifications: Experience in SME lending, financial analysis, and risk assessment required.

The predicted salary is between 29700 - 36300 £ per year.

Development Bank of Wales is seeking an Investment Executive to cover South East Wales within the Micro Loans Team.

You will source and appraise investment proposals, assess cashflow assumptions and investment risks, and prepare robust reports and legal documentation.

In a FCA-regulated environment you’ll conduct due diligence, negotiate terms, and build relationships with introducers and intermediaries.

  • You’ll bring experience in SME lending, financial analysis and risk assessment to support
  • #J-18808-Ljbffr

Investment Executive – SME Lending (Wales) in Cardiff employer: Development Bank of Wales

The Development Bank of Wales is an exceptional employer, offering a dynamic work culture that prioritises employee growth and development within the financial sector. Located in South East Wales, we provide our team with unique opportunities to engage with local SMEs, fostering meaningful relationships while contributing to the economic landscape. Our commitment to professional development and a supportive environment makes us an attractive choice for those seeking a rewarding career in investment and lending.

D

Contact Details:

Development Bank of Wales Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Investment Executive – SME Lending (Wales) in Cardiff

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Development Bank of Wales. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Investment Executive – SME Lending (Wales) in Cardiff

Communication Skills
Problem-Solving Skills
Data Engineering
SQL
Python
ETL/ELT Processes
Data Pipeline Development

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Development Bank of Wales.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Development Bank of Wales's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Development Bank of Wales

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Development Bank of Wales.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Development Bank of Wales will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Development Bank of Wales employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.