Investment Manager

Aimee Willow Connex Ltd; Leeds; On-site; GBP 100,000 - 125,000; Full time

Job summary

A financial services provider in Leeds seeks an Investment Manager to develop a network for deal origination and conduct thorough due diligence on SME loan opportunities. The successful candidate should have a strong investment management background, excellent analytical and communication skills, and the ability to mentor less experienced colleagues. This role offers a competitive salary and the potential for career growth in the investment sector.

Qualifications

• Previous investment management experience combined with a strong technical background.
• Good communication and interpersonal skills.
• Must have the right to work in the UK.

Responsibilities

• Develop a broad network of introducers to originate own deal flow.
• Undertake business development and promote the Fund.
• Conduct due diligence analysis on potential investee companies.
• Negotiate deals and execute transactions.
• Mentor the team and develop less experienced colleagues.

Skills

Investment management experience

Analytical skills

Established introducer network

Business acumen

Communication skills

Team ethics

Ambitious and self-motivated

Experience with Executive level companies

Collaborative team culture

Job description

Company Category: SME Business Loans

Location: Yorkshire

Salary banding: Competitive plus Benefits

Responsibilities

• 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.
• Collaborative team culture and alignment to core values.
• Must be able to drive and be prepared to travel to our other offices and client sites.
• Right to work in the UK.