Investment Executive in Wales, Wrexham

Investment Executive in Wales, Wrexham

Wales +1 Full-Time 30000 - 41000 £ / year (est.) No home office possible
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Development Bank of Wales

At a Glance

  • Tasks: Source and assess investment proposals while minimising risks for the Group.
  • Company: Join a dynamic Micro Loans Team in a regulated environment.
  • Benefits: Competitive salary up to £37,000 and career growth opportunities.
  • 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.

The predicted salary is between 30000 - 41000 £ per year.

We are 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.

Locations

Wales Wrexham

Investment Executive in Wales, Wrexham employer: Development Bank of Wales

Join our dynamic Micro Loans Team as an Investment Executive in Wrexham, Llandudno, or Newtown, where we prioritise employee growth and development in a supportive, FCA regulated environment. We offer competitive salaries, a collaborative work culture, and the opportunity to make a meaningful impact on local SMEs while building strong professional relationships. With a focus on compliance and risk assessment, you'll thrive in a role that not only challenges you but also rewards your analytical skills and decision-making abilities.
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 Wales, Wrexham

✨Tip Number 1

Network like a pro! Reach out to your connections in the Welsh SME space and let them know you're on the lookout for opportunities. Building relationships can lead to referrals and insider info about job openings.

✨Tip Number 2

Prepare for interviews by brushing up on your financial analysis skills and risk assessment knowledge. Be ready to discuss how you’ve successfully navigated investment proposals in the past, as this will show you’re the right fit for the role.

✨Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the position. It keeps you fresh in their minds and shows your enthusiasm.

✨Tip Number 4

Apply through our website! We want to see your application come through directly, so make sure you take advantage of that. It’s a great way to ensure your CV lands in the right hands and gets the attention it deserves.

We think you need these skills to ace Investment Executive in Wales, Wrexham

Investment Appraisal
Cashflow Analysis
Risk Assessment
Due Diligence
Financial Analysis
Negotiation Skills
Communication Skills
Compliance Knowledge
Understanding of FCA Regulations
Relationship Building
Attention to Detail
Decision-Making Skills
Knowledge of SME Lending
Report Preparation
Understanding of Regional Business Environment

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. We want to see how you fit into our Micro Loans Team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment and how your skills align with the job description. Don’t forget to mention your understanding of the Welsh SME space and your network of introducers.

Showcase Your Analytical Skills: Since this role requires meticulous attention to detail, make sure to highlight your analytical skills in both your CV and cover letter. Share examples of how you've conducted due diligence or assessed risks in previous roles – we love a good story!

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

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 investment and lending. Being able to discuss compliance confidently will show that you take the role seriously and understand the importance of adhering to legislation.

✨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.

Investment Executive in Wales, Wrexham
Development Bank of Wales
Location: Wales
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