Associate Investment Adviser
1 month ago
You would be expected to be fully mobile and travel to other offices and investee companies as required.
Supporting with the completion of investments including preparation of investment documentation, management of the due diligence process, AML documentation and coordination of the legal agreements.
* Initially with support if needed, you will be identifying, selecting and appraising suitable investment loans, to achieve annual investment targets for the fund.
* You would be supported in undertaking business development activities and self-generating proposals, building new relationships and actively promoting the fund.
* Ensuring that regulatory and customer requirements are always complied with.
* Supporting the post-investment monitoring of investments.
Ideally you will be from a lending and/or regulatory background.
* You'll have strong analytical skills, with a high level of financial awareness.
* Given the nature of this role, we are looking for you to be fully mobile and in possession of a valid UK Driving Licence.
* A good working knowledge of CRM systems/databases and Microsoft Office products is helpful.
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