At a Glance
- Tasks: Source and assess investment proposals, negotiate terms, and prepare reports for funding.
- Company: Join a leading Development Bank focused on supporting SMEs in Wales.
- Benefits: Competitive salary, professional development, and opportunities to make a real impact.
- Other info: Dynamic role with opportunities to network and represent the Development Bank at various events.
- Why this job: Be at the forefront of investment decisions that support local businesses and drive economic growth.
- Qualifications: Experience in investing or lending to SMEs and strong analytical skills.
The predicted salary is between 50000 - 65000 £ per year.
We are recruiting for a Senior Investment Executive based in Cardiff.
Job Purpose: The Senior Investment Executive is responsible for sourcing and appraising applications for investments into the Development Bank's Funds. Investments will be made under commercial terms and in accordance with the investment criteria set by the Development Bank. Investments can be structured as equity, loans or mezzanine or a combination of the above.
Main Duties and Responsibilities:
- Source and appraise investment proposals. Typically, investments will be unsecured so an ability to understand underlying cashflow assumptions and to properly assess these is paramount.
- Deliver against investment and yield targets, and any other specific fund targets as set on an annual basis.
- Conduct thorough and robust management, financial and commercial due diligence when considering investment opportunities and assess the risks attendant to each investment.
- Negotiate terms and conditions relating to legal documentation for placing investments.
- Prepare investment reports for credit sanction.
- Ensure completion of legal documentation.
- Contribute to the operation of the Development Bank as a professional fund management company and provider of risk capital to start-up and existing businesses, in accordance with the terms of approval from Welsh Assembly Government and European Regional Development Funds (ERDF).
- Maintain and develop technical and industry specific knowledge to ensure best practice and compliance in investment activity.
- Liaise closely with the portfolio team post investment and support as required to maintain the relationship with the investee company and facilitate additional investments as appropriate.
- Disseminate examples of best practice for applying to the fund to key business introducers and ensure that the application process is continually refined and improved to provide the best possible client service.
- Develop and maintain links and networks with key business introducers and intermediaries to source suitable investment opportunities.
- Participate and represent the Development Bank, where appropriate, at meetings, seminars, events and joint group activities.
- Operate under delegated authority limits and Investment Operational Guidelines.
- Contribute to marketing/promoting the Development Bank.
- Any other task as may be defined by the fund manager to meet the operational needs of the department.
Knowledge, Skills, Abilities and Experience:
Essential:
- Extensive experience in investing or lending to SMEs.
- Previous experience of credit report preparation.
- Understanding of risk assessment and investment processes and procedures.
- Strong communication, influencing and interpersonal skills.
- Able to work independently and as part of a team.
- Confident in own decision making skills.
- Ability to prioritise and organise work under pressure.
- Attention to detail.
- Experience of analysing financial information.
- Established network of introducers within the Welsh SME space.
- IT literate to include the use of Word, Excel, PowerPoint, CRM systems.
Desirable:
- Venture Capital/Equity or leveraged funding experience.
- Direct corporate finance or transactional services experience.
- Knowledge and understanding of the role of the public sector in SME finance.
- Understanding of the regional business environment.
- Welsh speaker (for roles based in Wales).
- Driving Licence.
Senior Relationship Manager in Cardiff employer: Vargo Group
As a Senior Relationship Manager at our Cardiff-based Development Bank, you will join a dynamic team dedicated to fostering growth in the SME sector. We pride ourselves on a collaborative work culture that encourages professional development and offers unique opportunities for networking within the Welsh business community. With a focus on meaningful investments and a commitment to excellence, we provide our employees with the tools and support needed to thrive in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Relationship Manager in Cardiff
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, seminars, and meet-ups to build relationships with key business introducers. The more connections you have, the better your chances of landing that Senior Relationship Manager role.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your extensive experience in investing or lending to SMEs. Share specific examples of how you've successfully assessed risks and made sound investment decisions.
✨Be Prepared for Due Diligence
Brush up on your due diligence skills! Be ready to discuss how you conduct thorough management, financial, and commercial assessments. This will show that you understand the importance of these processes in making informed investment choices.
✨Apply Through Our Website
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Senior Relationship Manager in Cardiff
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Senior Investment Executive role. Highlight your experience in investing or lending to SMEs, and showcase your understanding of risk assessment and investment processes. We want to see how your skills align with what we're looking for!
Showcase Your Communication Skills:Since strong communication and interpersonal skills are essential for this role, don’t shy away from demonstrating these in your application. Use clear and concise language, and provide examples of how you've influenced decisions or built relationships in previous roles. We love a good story!
Highlight Relevant Experience:Be sure to emphasise any experience you have with credit report preparation and financial analysis. This is crucial for the role, so make it easy for us to see how your background fits. If you've got a network of introducers in the Welsh SME space, shout about it!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you're keen on joining our team at StudySmarter!
How to prepare for a job interview at Vargo Group
✨Know Your Numbers
As a Senior Investment Executive, you'll need to demonstrate your ability to analyse financial information. Brush up on key financial metrics and be ready to discuss how you assess cash flow assumptions. This will show that you understand the core of investment appraisal.
✨Master the Art of Negotiation
Negotiating terms is a big part of the role, so prepare for questions around your negotiation style. Think of examples where you've successfully negotiated terms in the past, and be ready to explain your approach. This will highlight your confidence and decision-making skills.
✨Showcase Your Network
Having an established network of introducers is essential. Be prepared to talk about your connections within the Welsh SME space and how you've leveraged these relationships in previous roles. This will demonstrate your proactive approach to sourcing investment opportunities.
✨Stay Updated on Best Practices
The investment landscape is always changing, so make sure you're up-to-date with the latest trends and best practices. Bring examples of how you've applied this knowledge in your work, as it shows your commitment to continuous improvement and compliance in investment activity.
