Assistant Director - Private Investment

70 National Wealth Fund Limited; Leeds; Hybrid; GBP 70,000 - 110,000; Full time

Job summary

National Wealth Fund is seeking an Assistant Director - Private Investment in the Investment & Advisory Team to execute complex transactions across debt, equity and guarantees. You will support Directors, lead deal structuring and due diligence, and build external relationships with investors and sponsors.

Location is hybrid with a Leeds presence; the role focuses on identifying opportunities, preparing committee papers, and delivering strategic financing aligned with government objectives.

Qualifications

• Career Experience: Proven experience in complex financing/investment roles.
• Technical Knowledge: Deep understanding of market terms with strong financial acumen.
• Commercial Insight: Commercially astute with negotiation experience.

Responsibilities

• Market Engagement: Support Directors in engaging with investors, developers, banks, and industry; attend events to generate opportunities.
• Originate and Screen Projects: Identify and evaluate potential projects; prepare Investment Committee papers commenting on viability and policy credentials.
• Develop Strategic Solutions: Use debt, equity, and guarantees to deliver financing aligned with objectives.
• Deal Team Participation: Lead day-to-day structuring, negotiation, and due diligence processes.

Job description

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, continue 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.

An Assistant Director - Private Investment in the Investment & Advisory 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.

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.

The National Wealth Fund encourages a diverse workforce and welcomes applications from all suitably qualified people. Inclusion is at the heart of what the Fund does. Diversity in the Fund's people and their ideas will be vital to the National Wealth Fund's success.

Appointments will be made on merit, with regard to maintaining the breadth of experience and expertise required and reflecting diversity in the broadest sense, to embrace different perspectives, characteristics and experience, as well as being broadly representative of the nations and regions of the UK.

Our roles are open to full-time, part-time or job-share applicants. Job-share applicants should supply individual CVs and a joint cover letter submitted with both applications.

As part of our standard hiring process, please be informed that a background check will be conducted for successful candidates in accordance with our company policy and industry best practices.

Please note, that successful candidates will be offered a salary that is appropriate to their relevant experience and performance during the selection process.