Investment Manager

Aimee Willow Connex Limited; Bradford; On-site; GBP 65,000 - 90,000; Full time

Job summary

Aimee Willow Connex Limited is seeking an experienced Relationship Manager to originate SME loan opportunities, conduct due diligence, and structure transactions for a growing West Yorkshire investment portfolio. You will build an introducer network, promote the fund, and manage post-investment performance with cross-functional teams.

You will collaborate with the Portfolio and Investment teams, ensuring regulatory compliance and timely delivery of investment packages, while mentoring junior

Qualifications

• Previous investment management experience with strong technical background.
• Solid commercial acumen and analytical skills.
• Established introducer networks within West Yorkshire is a plus.
• Demonstrate credit risk and analytical capabilities.
• Strong work ethic and ability to work in a team.

Responsibilities

• Developing a broad network of introducers to originate deal flow.
• Undertaking business development and self-generating proposals for the Fund.
• Identify and assess SME loan opportunities to meet targets (£0.1m–£2m per deal).
• Perform due diligence with stakeholders and recommend transaction structures.
• Prepare reports and presentations to the Investment Committee.
• Engage with external advisers to complete regulatory and legal elements.
• Post-investment monitoring and guidance on operational issues.
• Collaborate with Portfolio team and wider business for complex solutions.

Skills

Investment management

Credit risk analysis

Business development

Stakeholder management

Team mentoring

Executive engagement

Introducer networks

Job description

Relationship Management

West Yorkshire

Company Category: SME Business Loans

Location: Yorkshire

Salary banding: Competitive plus Benefits

You will be responsible for:

• Developing a broad network of introducers to originate own deal flow.
• Undertaking business development and self-generating proposals, actively promoting the Fund and its activities to its target audiences.
• Keeping abreast of market developments, trends and business opportunities.
• Identification and assessment of suitable new SME loan investment opportunities to achieve annual investment targets (at a team and individual level). Loans in range £0.1m £2m.
• Carrying out due diligence analysis on potential investee companies , involving all relevant stakeholders.
• Making recommendations for structuring a transaction, taking into account the specifics of the deal.
• Preparing written reports and verbal presentations to the Investment Committee in respect of investment recommendations.
• Negotiating deals and executing transactions, including the technical structuring of competitive investment packages to meet the requirements of the Fund.
• Completion of all relevant financial, people and legal elements of any transaction, including management of any due diligence process and liaising with external advisors.
• Post investment after-care, comprising management and monitoring of the financial and operational performance of the investee company and supporting and giving guidance on its operational and strategic issues.
• Working with our Portfolio team as appropriate, and the wider business for more complex solutions.
• Ensuring service level standards and turnaround times are met.
• Ensuring all regulatory and customer requirements are complied with.
• Supporting the Fund Principal in all aspects of successfully delivering and promoting the fund.
• Mentoring the team and developing less experienced colleagues.

Skills & experience

• Previous investment management experience combined with a strong technical background.
• Sound commercial acumen and analytical skills.
• Will ideally have an established introducer network within West Yorkshire
• Demonstrate business acumen, credit risk and analytical skills.
• Strong work and team ethics.
• Good communication and interpersonal skills.
• Ambitious and self-motivated.
• Experience of working with potential and investee companies at Executive level.
• We are a collaborative team and so its important that you share our Core Values.
• You must be able to drive and be prepared to travel to our other offices and client sites.
• You should have the right to work in the UK.

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