Investment Manager (Loan)

JR United Kingdom; Stoke-on-Trent; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading financial organization is seeking an Investment Manager to join their team in Stoke-on-Trent. The role involves originating and monitoring loans to SMEs, with a focus on developing relationships and assessing financial proposals. The position offers a comprehensive benefits package and the opportunity to contribute to regional business growth.

Benefits

Group Pension (10% contributed)

Life Assurance (7x salary)

Income Protection Insurance

Private Medical Insurance

Health Cash Plan

Enhanced Sick Pay

Enhanced Maternity and Paternity Pay

Ability to buy additional holidays

Cycle to work scheme

Qualifications

• Experience providing loan finance to UK SMEs is essential.
• Proven track record in originating and executing finance transactions.
• Strong numeracy skills and financial analysis ability.

Responsibilities

• Originate and monitor loan transactions to SMEs.
• Develop relationships with key business introducers.
• Assess loan proposals and prepare investment papers.

Skills

Loan finance expertise

Financial analysis

Relationship management

Networking skills

Communication skills

Attention to detail

Education

Business or finance related degree

Job description

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Investment Manager (Loan), Stoke-on-Trent

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Client:

Maven Capital Partners

Location:

Stoke-on-Trent, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

We are currently recruiting for an Investment Manager to join our Maven team on a full-time, permanent basis.

Maven Capital Partners (a subsidiary of Mattioli Woods) is a leading loan, Venture Capital Trust (VCT), Private Equity and Property Fund Manager. We work with growing businesses of all sizes across a range of sectors, providing the essential capital and expertise to unlock potential and help accelerate growth. For more information about us, visit our website www.mavencp.com.

Maven’s team, based in Nottingham, is responsible for the successful delivery of a Debt fund, which forms part of Midlands Engine Investment Fund II (MEIF II), launched by the British Business Bank in 2024 to support the growth of regional SMEs. The Fund provides loans of between £100,000 and £2m.

The purpose of the role is to originate, complete, and monitor loan transactions to SMEs based in the East and South East Midlands.

WHAT YOU NEED TO SUCCEED

• Experience of providing loan finance to UK SMEs.
• Proven track record in originating and executing transactions from initial contact through to completion, including an in-depth understanding of typical loan and security structures and documents.
• Relevant backgrounds include business, commercial and corporate banking (e.g., relationship management, credit), corporate finance, and accountancy.
• Excellent numeracy skills, including assessment of debt transactions and financial analysis.
• Adept relationship management skills and experience working with businesses and other stakeholders.
• Track record of successful networking and business development.
• Strong verbal and written communication skills.
• Ability to prioritize and work under pressure.
• Excellent attention to detail.

RESPONSIBILITIES

Responsibilities may include, but are not limited to:

• Develop and maintain a network of key business introducers in the East Midlands to promote Maven and MEIF II—and develop a pipeline of deal opportunities.
• Assess new loan proposals and prepare investment papers for discussion with the MEIF II credit committee.
• Negotiate loan terms with management teams and their advisors and coordinate due diligence, including AML/KYC processes.
• Develop ongoing productive relationships with portfolio businesses to effectively monitor performance and add value to SMEs where required.
• Assess and monitor monthly management accounts, covenants (where applicable), and budget information to ensure ongoing debt serviceability.

Your benefits package includes:

• Group Pension (10% paid by Maven)
• Life Assurance (7x your salary)
• Income Protection Insurance
• Private Medical Insurance
• Health Cash Plan
• Enhanced Sick Pay
• Enhanced Maternity and Paternity Pay
• Ability to buy additional holidays
• Cycle to work scheme
• 34.5 hours per week

You will be able to pick additional benefits to suit you.