At a Glance
- Tasks: Lead complex investment transactions and collaborate with industry experts to drive impactful projects.
- Company: Join the National Wealth Fund, shaping the UK's financial future with innovation.
- Benefits: Competitive salary, hybrid working, and unique learning opportunities in finance.
- Other info: Dynamic environment with opportunities for mentorship and professional growth.
- Why this job: Make a real impact on the UK’s economy while developing your career in finance.
- Qualifications: Experience in financing roles and strong analytical skills required.
The predicted salary is between 66150 - 80850 £ per year.
Shape the Future with the National Wealth Fund. At the National Wealth Fund, our mission is to swiftly and effectively mobilise trusted sector insights and investment expertise to unlock billions in private finance for projects across the United Kingdom. Providing £27.8bn of capital and an expanded mandate, we are ready to help the market invest with confidence, continuing to drive forward the Government's growth ambitions.
We are looking for skilled and results-oriented individuals who are motivated to help us build the National Wealth Fund into an industry-leading institution.
Job Purpose
An Assistant Director in the Banking and Investments Team will focus on the execution of complex, bespoke transactions deploying debt, equity and guarantees. The role involves supporting Directors, deputising as necessary, in analysing investment opportunities, collaborating with co-investors, negotiating documentation and driving the due diligence and investment approval processes. The role holder will act as an ambassador for the National Wealth Fund.
Location: Hybrid working with a minimum of 3 days per week in the Leeds office
Deadline to Apply: 9th September 2026. Early submission is encouraged, and applications will be reviewed on an ongoing basis.
Core Responsibilities:
- Market Engagement: Support Directors in engaging with investors, developers, banks, and industry to enhance the profile of the National Wealth Fund. Attend industry events and roundtables and proactively generate new investment opportunities.
- Originate and Screen Projects: Assist in identifying and evaluating potential projects. Prepare Investment Committee papers commenting on commercial viability, impact and policy credentials.
- Develop Strategic Solutions: Utilise the full product suite, including debt, equity, and guarantees, to deliver financing solutions aligned with the organisation’s strategic objectives.
- Deal Team Participation: Work as a proactive member of deal teams, leading day-to-day on structuring, negotiation, and due diligence processes.
- Internal Collaboration: Work collaboratively to share expertise, contribute to sector strategies, and assess the suitability of prospective deals.
- Build External Relationships: Develop positive working relationships with external stakeholders, including government departments, similar arms-length bodies, investors, advisers, and project sponsors.
- Lead and Mentor: Act as a role model and mentor for junior team members, fostering a culture of knowledge sharing and continuous learning.
Knowledge, Skills & Experience
- Career Experience: Proven experience in complex financing/investment roles, including lending, investment, advisory, or asset management.
- Technical Knowledge: Deep understanding of market terms, demonstrating strong financial acumen.
- Commercial Insight: Commercially astute with evidence of negotiation skills from involvement in complex transactions.
- Analytical and Modelling Skills: Strong analytical and numeracy skills, including advanced financial modelling.
- Relationship Building: Confident in building and maintaining relationships with a diverse range of internal and external stakeholders.
- Due Diligence Expertise: Proficient in understanding and analysing complex information and data as part of the due diligence process.
- Communication Skills: Excellent presentation and communication skills, including strong written and report writing abilities.
A career with us offers a unique opportunity to make a lasting impact and work on cutting-edge technologies that will drive the UK’s future. We value diversity in our people and inclusion is at the heart of what we do. We offer competitive benefits and unique learning opportunities from combining both private and public sector skills and experience. Please note, referencing and background checks are carried out for all roles here at the National Wealth Fund.
Assistant Director - Banking & Investments in Leeds employer: National Wealth Fund
At the National Wealth Fund, we pride ourselves on being an exceptional employer that champions innovation and collaboration in the heart of Leeds. Our hybrid working model promotes a healthy work-life balance, while our commitment to employee growth ensures that you will have access to unique learning opportunities and the chance to shape the future of local authority infrastructure financing. Join us to make a meaningful impact on the UK's net zero transition and enjoy a supportive culture that values diversity and inclusion.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Director - Banking & Investments in Leeds
✨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 National Wealth Fund. 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 Assistant Director - Banking & Investments in Leeds
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 National Wealth Fund.
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 National Wealth Fund'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 National Wealth Fund
✨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 National Wealth Fund.
✨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 National Wealth Fund 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 National Wealth Fund 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.
