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- Tasks: Source and assess investment proposals while minimising risks for the Group.
- Company: Join a dynamic Micro Loans Team in a FCA regulated environment.
- Benefits: Competitive salary up to £37,000 and opportunities for career growth.
- Why this job: Make impactful decisions and build relationships in the Welsh SME space.
- Qualifications: Experience in investing or lending, with strong analytical and communication skills.
- Other info: Ideal for those looking to elevate their career in finance.
We’re looking for an Investment Executive 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 SMEs 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 within the 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.
Investment Executive in Newtown 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 Executive in Newtown
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment space, especially those who work with SMEs. Attend local events or join online forums to build relationships that could lead to job opportunities.
✨Tip Number 2
Show off your analytical skills! When you get the chance to chat with potential employers, be ready to discuss your experience with cashflow assumptions and risk assessment. Use real examples to demonstrate how you've successfully navigated these areas in the past.
✨Tip Number 3
Prepare for interviews by brushing up on your negotiation tactics. Since you'll need to confirm terms and conditions for investments, practice articulating your approach to negotiations and how you build rapport with introducers.
✨Tip Number 4
Don’t forget to apply through our website! We’re keen to see your application and help you land that Investment Executive role. Make sure your online presence reflects your expertise and enthusiasm for the position.
We think you need these skills to ace Investment Executive in Newtown
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Executive role. Highlight your experience in financial analysis, risk assessment, and any relevant achievements that showcase your ability to exceed targets and conduct due diligence.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our Micro Loans Team. Mention your understanding of cashflow assumptions and your experience with SMEs to really grab our attention.
Showcase Your Communication Skills: As a confident communicator, it's important to demonstrate this in your application. Use clear and concise language, and don’t shy away from sharing examples of how you've built relationships with key business introducers in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Development Bank of Wales
✨Know Your Numbers
As an Investment Executive, you'll need to be comfortable with financial analysis. Brush up on your cashflow assumptions and risk assessment techniques before the interview. Be ready to discuss specific examples of how you've conducted due diligence in the past.
✨Showcase Your Negotiation Skills
Since this role involves confirming terms and conditions for investments, think of a time when you successfully negotiated a deal. Prepare to share this story, highlighting your communication skills and ability to build relationships with key stakeholders.
✨Understand the Regulatory Landscape
Familiarise yourself with the FCA regulations relevant to the investment sector. Being able to discuss compliance and how it impacts investment decisions will show that you’re not just a numbers person but also understand the broader context of the role.
✨Network Like a Pro
If you have an established network of introducers in the Welsh SME space, make sure to mention it! Discuss how these connections can benefit the company and demonstrate your understanding of the regional business environment.
