Investment Executive in Wrexham

Investment Executive in Wrexham

Wrexham Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Source and appraise investment proposals while minimising risks for the Group.
  • Company: Join a dynamic Micro Loans Team in a FCA regulated environment.
  • Benefits: Competitive salary, career growth, and a chance to make impactful decisions.
  • Why this job: Be part of a team that drives financial success for Welsh SMEs.
  • Qualifications: Experience in investing or lending, strong analytical and communication skills.
  • Other info: Great opportunity to build your network and advance your career.

The predicted salary is between 36000 - 60000 £ per year.

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 Wrexham employer: Development Bank of Wales

Join our dynamic Micro Loans Team as an Investment Executive, where you'll thrive in a supportive and collaborative work culture that prioritises employee growth and development. With a focus on meaningful investment opportunities within the Welsh SME sector, we offer competitive benefits and a chance to make a real impact while ensuring compliance in a regulated environment. Our commitment to fostering strong relationships and providing ongoing training makes us an excellent employer for those looking to advance their careers in finance.
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Contact Detail:

Development Bank of Wales Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Executive in 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 potential roles.

✨Tip Number 2

Prepare for those interviews by brushing up on your negotiation skills. Practice articulating your thought process when assessing risks and making investment decisions. Confidence is key, so show them you know your stuff!

✨Tip Number 3

Don’t underestimate the power of follow-ups! After an interview or networking event, drop a quick thank-you email. It keeps you fresh in their minds and shows your enthusiasm for the role.

✨Tip Number 4

Apply through our website! We want to see your application come through directly. It shows initiative and gives us a chance to connect with you right away. Plus, it’s super easy to do!

We think you need these skills to ace Investment Executive in 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
Experience with SME Lending
Legal Documentation Preparation
Knowledge of Regional Business Environment

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the Investment Executive role. Highlight your experience in financial analysis, risk assessment, and any relevant achievements that showcase your ability to exceed targets.

Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for our Micro Loans Team. Share specific examples of your negotiation skills and how you've built relationships with key business introducers in the past.

Showcase Your Analytical Skills: Since this role requires meticulous attention to detail, include examples of how you've conducted due diligence or assessed investment opportunities. We want to see your analytical prowess in action!

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 get to know you better!

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 you'll be negotiating terms and conditions, prepare a few scenarios where you successfully negotiated deals or resolved conflicts. This will demonstrate your confidence and ability to build relationships with key business introducers.

✨Understand the Regulatory Landscape

Familiarise yourself with FCA regulations relevant to investment and lending. Being able to discuss compliance and how it impacts your decision-making will show that you take the role seriously and understand the environment you'll be working in.

✨Network Like a Pro

If you have an established network within the Welsh SME space, be sure to mention it! Discuss how these connections can benefit the company and how you plan to leverage them for sourcing investment opportunities.

Investment Executive in Wrexham
Development Bank of Wales
Location: Wrexham
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