Investment Executive

2 weeks ago


Wrexham, United Kingdom Chase Delphi Full time

Chase Delphi Recruitment have an immediate requirement for an experienced Investment Executive.

Based out of our clients HO in Wrexham, this is a fantastic opportunity to work for a well established, well regarded national employer.

**Job purpose**

**Main duties and responsibilities**
Source and appraise investment proposals. Typically, investments will be unsecured so an ability to understand underlying cashflow assumptions and to properly assess these is paramount.
Deliver against investment and yield targets
Conduct thorough and robust management, financial and commercial due diligence when considering investment opportunities and assess the risks attendant to each investment
Prepare investment reports for credit sanction.
Ensure completion of legal documentation.
Maintain and develop technical and industry specific knowledge to ensure best practice and compliance in investment activity
Liaise closely with the portfolio team post investment and support as required to maintain the relationship with the investee company and facilitate additional investments as appropriate.
Develop and maintain links and networks with key business introducers and intermediaries to source suitable investment opportunities
Participate and represent the business, where appropriate, at meetings, seminars, events and joint group activities

**Knowledge, skills, abilities and experience**
Some experience in investing or lending to SMEs
Previous experience of credit report preparation
Understanding of risk assessment and investment processes and procedures
Strong communication, influencing and interpersonal skills
Able to work independently and as part of a team
Confident in own decision making skills
Ability to prioritise and organise work under pressure
Experience of analysing financial information
Established network of introducers with Welsh SME space.
Understanding of the regional business environment
Driving Licence
IT literate

**Job Types**: Full-time, Permanent

**Salary**: £30,000.00-£35,000.00 per year

**Benefits**:

- Company pension
- Flexitime
- Free parking
- Life insurance
- On-site parking
- Work from home

Schedule:

- 8 hour shift
- Monday to Friday

Ability to commute/relocate:

- Wrexham: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Wrexham


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