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, career development opportunities, and a collaborative work environment.
- Other info: Exciting opportunity to engage with stakeholders and develop professional relationships.
- Why this job: Make a real impact by helping businesses thrive with essential funding.
- Qualifications: Strong analytical skills and a passion for finance and investment.
The predicted salary is between 45000 - 55000 £ 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.
Investment Associate (Debt) in Hampshire employer: RGIT Australia
As an Investment Associate (Debt) with us, you'll be part of a dynamic team dedicated to supporting the growth of SMEs in the South East of England. We pride ourselves on fostering a collaborative work culture that encourages professional development and offers unique opportunities for career advancement. With a focus on meaningful impact and community engagement, our employees enjoy a supportive environment where their contributions are valued and recognised.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Associate (Debt) in Hampshire
✨Tip Number 1
Networking is key! Get out there and connect with people in the investment sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We can help you find opportunities through our website!
✨Tip Number 2
Prepare for interviews by researching the company and understanding their funds. Know what makes them tick and how you can contribute to their goals. We recommend practising common interview questions and even role-playing with a friend to boost your confidence.
✨Tip Number 3
Showcase your analytical skills! Be ready to discuss how you've used data to make decisions or improve processes in past roles. This is especially important for an Investment Associate position, so let’s highlight those experiences when you apply through our platform.
✨Tip Number 4
Follow up after interviews! A simple thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you on their radar. Remember, we’re here to support you every step of the way!
We think you need these skills to ace Investment Associate (Debt) in Hampshire
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Associate role. Highlight relevant experience and skills that match the job description, especially those related to fund deployment and stakeholder engagement.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a perfect fit for supporting the South East Investment Fund.
Showcase Your Research Skills:Since the role involves conducting research and due diligence, mention any relevant projects or experiences where you've successfully gathered and analysed data. This will show us you’re ready to hit the ground running!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
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 manage portfolios. Familiarise yourself with key metrics that matter in the debt investment space.
✨Research the Fund
Dive deep into the South East Investment Fund (Debt) before your interview. Understand its objectives, target SMEs, and how it fits into the regional economic landscape. This will not only show your enthusiasm but also help you articulate how you can contribute to its success.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, like assessing a fund application or managing stakeholder relationships. Think of examples from your past experiences where you've successfully navigated similar challenges, and be ready to share them.
✨Engage with Stakeholders
Since promoting the fund and engaging with stakeholders is part of the role, think about how you would approach relationship development. Be prepared to discuss your strategies for building connections and how you would leverage social media and events to raise awareness about the fund.
