At a Glance
- Tasks: Build relationships and assess funding applications to support Welsh businesses.
- Company: Join the Development Bank of Wales, a leader in business finance.
- Benefits: Competitive salary, structured development pathway, and career progression opportunities.
- Other info: Dynamic team environment with excellent growth potential.
- Why this job: Make a real impact on local businesses while developing your financial expertise.
- Qualifications: Part-qualified or qualified ACA/CIMA with strong analytical skills.
The predicted salary is between 40500 - 49500 £ per year.
Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity? Find out below.
Cardiff
Competitive Salary
Are you part-qualified or qualified Chartered Accountant looking to apply your financial expertise in a commercial, relationship-focused role? The Development Bank of Wales is looking for ambitious individuals to join our New Investments team as either an Investment Executive or Assistant Investment Executive. This is an exciting opportunity for individuals with a strong accountancy, corporate finance, banking or financial analysis background to develop a career in business finance and investment.
Working alongside experienced Senior Investment Executives and Fund Managers, you'll help assess funding applications, analyse financial information, support due diligence activities and play a key role in helping Welsh businesses access the finance they need to grow. This role offers a structured development pathway, with the opportunity to progress into a full Investment Executive or Senior Investment Executive positions.
What you'll be doing:
- Building relationships with businesses, professional advisers and introducers across Wales.
- Assessing funding applications and reviewing company financial information.
- Preparing credit and sanction reports to support lending and investment decisions.
- Conducting financial analysis, cashflow assessment and due diligence.
- Supporting the appraisal and completion of investment transactions.
- Working closely with colleagues to deliver excellent customer service and achieve team targets.
- Developing a strong understanding of the Welsh business landscape and the Development Bank's products.
We're particularly interested in individuals with a strong accountancy background who are looking to apply their technical skills in a more commercial and customer-facing environment.
You will ideally have:
- ACA or CIMA qualification (or be working towards one).
- Experience analysing financial statements, management accounts and cashflow forecasts.
- Strong numerical, analytical and report-writing skills.
- Excellent attention to detail and the ability to make balanced commercial judgements.
- Strong communication and relationship-building skills.
- A proactive approach and desire to develop a career in business finance and investment.
Investment Executive / Assistant Investment Executive 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.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Executive / Assistant Investment Executive
✨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 / Assistant Investment Executive
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.
