Investment Manager - West Midlands

Frontier Development Capital; Birmingham; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an experienced Investment Manager to join their Debt team in Birmingham. This role offers a unique opportunity to leverage your existing network and expertise in SME lending to drive investment in the Midlands Engine Investment Fund II. You will be responsible for developing relationships, conducting due diligence, and negotiating deals while benefiting from a hybrid working policy that promotes work-life balance. Join a values-driven organization that prioritizes inclusivity and professional growth, offering a range of perks and support for your career development.

Benefits

Private Health Care

Life Insurance

Family-Friendly Policies

Wellbeing Support

Charity Days

Mentoring

Training Support

Career Development Opportunities

Qualifications

• Experience in SME lending and investment management.
• Strong communicator with a proven track record in deal structuring.

Responsibilities

• Develop a network of introducers to generate deal flow.
• Conduct due diligence and negotiate investment deals.

Skills

Business Development

Negotiation

Financial Analysis

Relationship Management

Project Management

Analytical Skills

Education

Degree in Finance or Business

Professional Qualification in Finance

Job description

Closing date for applications: Monday 12th May 2025

Email your CV to: [e-mail]

This is a fantastic opportunity for an experienced Investment Manager to join our West Midlands based Debt team, helping to invest the Midlands Engine Investment Fund II. The successful candidate would ideally bring an already established introducer network within the West Midlands region.

Mercia is a values-based organisation built around being Growth Focused, Trusted, Connected, Responsive and Responsible/Respectful. We work hard to create a workplace which accepts every person’s differences, and our culture is strong and inclusive. We are proud to hear the team describe us as ‘friendly, fun, collaborative, welcoming, exciting, down to earth and caring’. We believe that creating an environment where you can be your best at work makes us stronger.

While we see this vacancy as a full-time position, we know that ‘normal’ office hours aren’t always doable, so we have a Hybrid working policy in place which allows for core hours and some homeworking during the working week. You would be expected to be fully mobile and travel to other Mercia offices and investee companies as required.

Do not hesitate to ask us if you need any reasonable adjustments through the application or interview process, we are here to help.

In this role you would have responsibility for:

• Developing a broad network of introducers to generate your own potential deal flow.
• Undertaking business development and self-generating proposals, actively promoting the Fund and its activities to its target audiences.
• Identification and assessment of suitable new 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.
• Making recommendations for structuring a transaction, considering the specifics of the deal.
• 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.
• Ensuring all regulatory and customer requirements are complied with.
• Preparing written reports and verbal presentations to the Investment Committee in respect of investment recommendations.
• Supporting the Fund Principal in all aspects of successfully delivering and promoting the fund.

About you:

• Previous experience in a similar role within an SME lending environment.
• Evidence of solid academic achievement.
• Financially and technically competent, with a thorough knowledge of and a soundtrack record of lending.
• Will have an established introducer network within the West Midlands region. Able to positively promote FDC/Mercia and build a strong contact base with intermediaries and deal referrers.
• A committed professional with a clear understanding of the obligations of working within a team in a regulated environment.
• A strong communicator, both written and verbally and able to build relationships with Mercia teams and portfolio companies and advisors.
• Sound commercial acumen, analytical and project management skills.
• Commercially aware with a sound level of judgement.
• A highly skilled negotiator.
• Ambitious and self-motivated.
• 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.

What we can offer you:

In addition to your base salary, we offer a broad and exciting range of perks and benefits, including Private health care, Life insurance, family-friendly policies, wellbeing support, Mercia Spirit charity days, regular 1-2-1’s, mentoring and support with training and career development.

We value diversity at Mercia and are committed to treating all employees and applicants for employment equally and fairly, regardless of race, colour, ethnic or national origin, religion or religious beliefs, gender or gender realignment, sexual orientation or marital status, disability, responsibility for dependants or age. In your application, please feel free to note which pronouns you prefer to use.