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For Companies At a Glance
- Tasks: Support investment processes and ensure smooth operations within a dynamic team.
- Company: Join a leading investment firm focused on professional growth and teamwork.
- Benefits: Gain valuable experience, competitive pay, and opportunities for career advancement.
- Other info: Enjoy a supportive environment with opportunities to develop your expertise.
- Why this job: Be part of a crucial investment team and make a real difference in operations.
- Qualifications: Strong communication skills, attention to detail, and a passion for finance.
The predicted salary is between 30000 - 40000 £ per year.
We are looking for an organised and detail‑focused Investment Support Administrator to provide high‑quality administrative and operational support to our Investment and Portfolio teams. You will play a key role in supporting the end‑to‑end investment process, ensuring that investment activity is delivered efficiently, professionally and in line with regulatory requirements. This is an excellent opportunity to develop your experience across all aspects of investment operations within a supportive team environment.
Key responsibilities
- Supporting the investment process through to deal completion, including coordinating legal and drawdown documentation and completing pre‑drawdown credit checks.
- Acting as a central point of coordination, maintaining regular communication with applicants and internal colleagues to ensure progress is tracked and queries are resolved.
- Completing customer due diligence and pre‑drawdown checks, including credit reference searches, online ID verification and preparation of CDD documentation.
- Maintaining secure and accurate filing of investment documentation, ensuring systems reflect current status at all times.
- Processing financial administration tasks, including raising purchase orders and processing invoices.
- Preparing documentation, reports, agendas and minutes for meetings as required.
- Undertaking any other duties required to support the operational needs of the department.
About you
- Strong written and verbal communication skills.
- Excellent organisational and administrative skills, with strong attention to detail.
- Self‑motivated, able to work independently and as part of a team.
- Confident decision‑maker with the ability to prioritise work and meet deadlines.
- A commitment to developing your knowledge and expertise.
- Confident user of standard IT applications including Word, Excel and PowerPoint.
- Knowledge of the business environment in Wales.
- Experience of analysing financial information.
Investment Administrator employer: Development Bank of Wales
Contact Detail:
Development Bank of Wales Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the investment sector, attend industry events, and connect on LinkedIn. We can’t stress enough how personal connections can open doors for you.
✨Tip Number 2
Prepare for interviews by researching the company and its investment strategies. We recommend practising common interview questions and having your own questions ready to show your interest and knowledge.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects. We want to see that you can handle the fast-paced environment of investment administration.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Investment Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Administrator role. Highlight your organisational skills and attention to detail, as these are key for us. Use specific examples from your experience that relate to the responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Explain why you’re interested in the role and how your skills align with what we’re looking for. Don’t forget to mention your ability to support the investment process and your experience with financial administration tasks.
Show Off Your Communication Skills: Since strong written communication is essential for this role, make sure your application is clear and concise. Use professional language but keep it friendly. We want to see your personality shine through while maintaining professionalism!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to see more about our company culture and values!
How to prepare for a job interview at Development Bank of Wales
✨Know Your Investment Basics
Before the interview, brush up on your knowledge of investment processes and terminology. Familiarise yourself with key concepts like due diligence, credit checks, and the end-to-end investment process. This will show that you’re not just organised but also genuinely interested in the role.
✨Showcase Your Organisational Skills
Prepare examples from your past experiences where you successfully managed multiple tasks or projects. Highlight how you maintained communication with various stakeholders and ensured everything was on track. This will demonstrate your ability to handle the responsibilities outlined in the job description.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving skills and decision-making abilities. Think of scenarios where you had to prioritise tasks or resolve conflicts. Practising these responses will help you articulate your thought process clearly during the interview.
✨Demonstrate Your IT Proficiency
Since the role requires a confident user of IT applications, be prepared to discuss your experience with tools like Word, Excel, and PowerPoint. You might even want to mention specific tasks you've accomplished using these applications, such as creating reports or managing data, to showcase your technical skills.