At a Glance
- Tasks: Manage the full deal lifecycle and build strong business relationships.
- Company: High-profile investment fund with a strong presence in Wales & the South West.
- Benefits: Competitive salary up to £70,000 plus extensive benefits and hybrid working.
- Other info: Exciting opportunities for networking and career growth.
- Why this job: Join a dynamic team and make impactful investment decisions.
- Qualifications: ACA qualified or relevant experience in PE/VC investing.
The predicted salary is between 63000 - 77000 £ per year.
A prominent high profile investment fund hiring across Wales & the South West. You will manage the full deal lifecycle—from originating and executing new investments (equity, loans, and mezzanine) to proactively managing the post-deal portfolio.
The Role
- Origination & Execution: Sourcing new deal flow, conducting robust commercial and financial due diligence, and structuring complex debt and equity investments.
- Investment Appraisal: Interrogating underlying cashflow assumptions, assessing risk, and preparing highly detailed investment reports for credit committee sanction.
- Portfolio Management: Managing post-deal relationships, attending board meetings to monitor financial performance, and appraising follow-on funding rounds for businesses with significant growth potential or those requiring remediation.
- Networking: Building and maintaining a strong network of external business introducers, intermediaries, and advisors to drive continuous deal flow.
The Profile
- Either - ACA qualified, ideally having trained within a Big 4 Corporate Finance, Transaction Services, or Restructuring team OR relevant experience from a PE/VC Investing background.
- Strong technical capability in financial modelling, investment appraisal, and risk assessment.
- A highly commercial mindset with the ability to manage relationships directly with business owners and board members.
- A valid driving licence is required for site visits and board meetings.
Please note we are unable to offer VISA sponsorship for this role, applicants without full UK right to work will not be considered.
Investment Executive in Cowbridge employer: Vargo Group
Vargo Group is an exceptional employer in North Wales, offering a dynamic work culture that fosters collaboration and innovation. Employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while contributing to meaningful projects that support local businesses. With a strong emphasis on work-life balance and community engagement, Vargo Group stands out as a rewarding place to build a career in investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Executive in Cowbridge
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Vargo Group, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Vargo Group.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Vargo Group.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Vargo Group, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Executive in Cowbridge
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Vargo Group want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Vargo Group.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Vargo Group will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Vargo Group. Numbers speak louder than words!
How to prepare for a job interview at Vargo Group
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Vargo Group want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withVargo Group.
