At a Glance
- Tasks: Support deployment of a £59m fund, manage enquiries, and conduct research on applications.
- Company: Join a dynamic team focused on supporting growth SMEs in the South East.
- Benefits: Competitive salary, 25 days leave, birthday off, CSR day, and hybrid work options.
- Other info: Inclusive workplace committed to diversity and excellent career growth opportunities.
- Why this job: Make a real impact by helping businesses thrive while developing your skills.
- Qualifications: Graduate calibre with experience in finance or business, strong communication skills required.
The predicted salary is between 50000 - 70000 € per year.
We are seeking an Investment Associate (Debt) to join our team to support the deployment of the South East Investment Fund (Debt). This new £59m fund will offer loans, £75,000 - £2m, to growth SMEs within the South East of England.
Job Purpose
To support the successful deployment of debt funds across the Southeast and East, and to help raise their profile in the region by:
- supporting fund deployment activities and delivery
- promoting the funds to strengthen awareness and engagement with stakeholders
Job Responsibilities
- Manage inbound enquiries by assessing and identifying suitability for relevant FSE funds or services.
- Conduct research and due diligence on fund applications.
- Support the assessment of applications and provide recommendations to Debt Investment Managers.
- Prepare and assist with funding reports for presentation to the Credit Committee, participating in discussions where appropriate.
- Maintain accurate records and updates within the CRM system.
- Assist with portfolio management activities, including:
- Requesting monthly management accounts
- Reviewing financial and management information submitted by clients
- Support marketing initiatives, including relationship development with introducers, social media engagement, and organisation of market events.
- Provide general administrative and operational support to the team.
- Collect and analyse data relating to fund and portfolio performance.
- Assist with monitoring and reporting fund performance against stakeholder objectives and targets.
Required Skills & Experience
- Graduate calibre with relevant experience in business, finance, or business studies.
- Strong communication and interpersonal skills, with the ability to build effective relationships internally and externally with a wide range of stakeholders and business clients.
- Excellent attention to detail and strong organisational abilities.
- High level of IT proficiency, particularly in Microsoft Office applications.
- Organised and diligent working style, with experience using CRM systems to manage, monitor, and track lending and proposal activities.
- AI curiosity with appetite to develop skills to improve process efficiencies.
- Adaptable, proactive, and willing to learn and develop new skills.
What we offer
- A competitive base salary commensurate with your experience.
- 25 days annual leave plus usual Bank holidays in England & Wales.
- You will also get your birthday off and 1 day for a volunteering purpose (CSR day).
- Ability for you to use 1 day for Corporate Social Responsibility purposes annually.
- 8% employer contribution to pension scheme.
- 50% company-funded private medical insurance scheme.
- Hybrid role - a minimum of 1 day a week in the Fleet, Hampshire office is required.
Equality & Inclusion
With one of our core values being inclusivity, we are committed to a diverse and inclusive team. We are an equal opportunity employer and treat all applications fairly and welcome job applicants from all communities and affinity groups.
Investment Associate (Debt) in Fleet employer: RGIT Australia
Join a forward-thinking organisation as an Investment Associate (Debt) in Fleet, Hampshire, where you will play a pivotal role in supporting the deployment of a significant £59m fund aimed at empowering growth SMEs in the South East. Our commitment to employee development is reflected in our competitive salary, generous annual leave, and unique benefits such as a CSR day and company-funded private medical insurance, all within a culture that values inclusivity and collaboration. Experience a dynamic work environment that encourages innovation and personal growth while making a meaningful impact in the community.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Associate (Debt) in Fleet
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups on social media, and don’t be shy about reaching out to potential contacts. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Informational Interview
Set up informal chats with professionals in the investment field. This is your chance to learn more about the role and the company while showcasing your enthusiasm. Plus, it’s a great way to get insider tips on what they look for in candidates!
✨Show Off Your Skills
When you get the chance to meet with hiring managers, make sure to highlight your relevant skills and experiences. Use specific examples from your past work or studies that demonstrate your ability to manage funds and engage with stakeholders effectively.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It shows you’re genuinely interested in the position and helps us keep track of your application. Plus, it’s the best way to ensure your CV lands in the right hands!
We think you need these skills to ace Investment Associate (Debt) in Fleet
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Associate role. Highlight relevant experience in finance and business, and don’t forget to showcase your strong communication skills and attention to detail!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about supporting SMEs in the South East and how your skills align with our mission at StudySmarter.
Showcase Your IT Skills:Since we value high IT proficiency, especially in Microsoft Office, make sure to mention any relevant software experience. If you've used CRM systems before, definitely highlight that too!
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 RGIT Australia
✨Know Your Numbers
As an Investment Associate (Debt), you'll be dealing with financial data and fund performance. Brush up on your financial analysis skills and be ready to discuss how you would assess applications and make recommendations. Familiarise yourself with key metrics that are relevant to the role.
✨Showcase Your Communication Skills
Strong communication is crucial for this position. Prepare examples of how you've built relationships with stakeholders in the past. Think about times when you had to explain complex financial concepts to non-financial audiences, as this will demonstrate your ability to engage effectively.
✨Research the Fund and Its Impact
Understand the South East Investment Fund and its objectives. Be prepared to discuss how you can contribute to raising its profile and supporting SMEs in the region. Showing genuine interest in the fund's mission will set you apart from other candidates.
✨Demonstrate Your Organisational Skills
This role requires excellent attention to detail and strong organisational abilities. Prepare to discuss your experience with CRM systems and how you manage multiple tasks efficiently. You might even want to bring a sample of your organisational methods to share during the interview.
