Assistant Investment Executive

2 weeks ago

Liverpool, United Kingdom BAYMAN ATKINSON SMYTHE LIMITED Full time

Assistant Investment Executive - Liverpool - Permanent - Mix of home / office work - £35,000 to £37,000 + Bonus and excellent benefits

Are you currently working in corporate banking and looking for a fresh challenge?

Our client is one of the leading fund manager’s in the North, and due to expansion, and succession planning we are seeking to fill the post of Assistant Investment Executive. Therole will build close working relationships internally and with external businessintroducers and service providers in order to generate strong flows of new opportunities to the team, as well as assessing the credit risk of lending proposals with a view to taking these forward to completion.

The role of Assistant Investment Executive:

- Contribute to the investment team’s financial target, playing a key role in delivering timely and excellent customer service;
- Identifying opportunities for funding, carrying out financial analysis and making sound commercial decisions via detailed sanction reports for the line manager / fund director;
- Understand and assess underlying cashflow assumptions and comment on the risks associated with these and suggest and conduct appropriate sensitivity analysis;
- Take responsibility for the creation of covenants and the setting of limits.
- Appraise investment proposals as deemed appropriate by line manager / fund director;
- Assist in the assessment and completion of due diligence and assess risks attendant with aspects of each investment. This will include conducting thorough and robust management, financial and commercial due diligence when considering investment opportunities;
- Prepare sanction reports for credit sanction and present findings to Investment Committee;
- Fully understand and be involved in, the negotiation of commercial terms and translate these in to legal instructions;
- Liaise with external due diligence providers, scoping work assignments and negotiating best value for money for customers;
Ideally we are seeking individuals whom have previous experience gained from a commercial or corporate banking background, or someone with an accounting background who will consider a new challenge. Ideally you will have experience of investing or lendingmoney to SME’s along with strong communication skills and the ability to analyse information.

Benefits include:

- Bonus
- 30 days leave + bank holidays
- Defined pension
- Private healthcare
- Electronic vehicle salary sacrifice
- Cycle to work scheme
- Employee loan scheme
- Flexible and hybrid working

  • Senior Technical Investment Executive

    2 days ago

    Liverpool, United Kingdom Marshall Moore Full time

    **Role details for the Senior Technical Investment Executive**: - Investigate failing trades - Stock and cash reconciliation - Process investment instructions - Collate investment data - Project work **Experience required for the Senior Technical Investment Executive**: - Experience within investments/wealth management - Follow processes efficiently -...

  • Graduate Investment Assistant

    2 weeks ago

    Liverpool, United Kingdom Marshall Moore Full time

    We are currently recruiting for a Graduate Investment Assistant to join a Wealth Management firm in Liverpool city centre. The role will involve working closely with experienced financial advisors, performing administration duties and liaising with clients. The company will fund the Diploma in Financial Planning, and this will be an excellent foot in the...

  • Investment/Commercial Manager

    2 days ago

    Liverpool, United Kingdom The Green Recruitment Company Full time

    Our client is a subsidiary of an international Utility that is one of the top 5 largest in Europe. My client develops, builds, owns, and operates renewable projects. They are looking to expand their international team that majority work remotely (UK/EU timezone). Role: Prepare, execute and steer due diligence processes for investment opportunities Work...

  • Commercial Manager/Investment Manager

    2 days ago

    Liverpool, United Kingdom The Green Recruitment Company Full time

    Our client is a subsidiary of an international Utility that is one of the top 5 largest in Europe. My client develops, builds, owns, and operates renewable projects. They are looking to expand their international team that majority work remotely (UK/EU timezone). Prepare, execute and steer due diligence processes for investment opportunities # Work with...

  • Executive Assistant to The Director of Finance

    3 weeks ago

    Liverpool, United Kingdom Liverpool School of Tropical Medicine Full time

    **Reference**: **APR20247071** - Expiry date: - 17:59, Sun, 5th May 2024- Location: - Liverpool- Salary: - £32,332.00 - £37,099.00 Per Annum- Benefits: - 30 days annual leave, plus bank holidays, plus Christmas closure daysWe are seeking to recruit an experienced, highly motivated, forward-thinking individual, to join our team of Executive Assistants and...

  • Executive Assistant to The Director of Finance

    4 days ago

    Liverpool, United Kingdom Liverpool School of Tropical Medicine Full time

    **Reference**: **APR20247071** - Expiry date: - 17:59, Wed, 1st May 2024- Location: - Liverpool- Salary: - £32,332.00 - £37,099.00 Per Annum- Benefits: - 30 days annual leave, plus bank holidays, plus Christmas closure daysWe are seeking to recruit an experienced, highly motivated, forward-thinking individual, to join our team of Executive Assistants and...

  • Executive Assistant

    3 days ago

    Liverpool, United Kingdom AMR Group Full time

    Our client are the Number One Shared-Housing agency in Liverpool, specialising in HMO Lettings for students and working professionals, with over 600 bedrooms across Liverpool and Wirral. They are looking for an experienced, organised and pro-active Executive Assistant to join the office-based team supporting the Company Director, in a temporary capacity...

  • Executive Assistant

    5 days ago

    Liverpool, United Kingdom Cobalt Housing Full time

    **Latest Opportunities**: We are passionate about building thriving communities where people are proud to live and can be their best. It’s an exciting time to be joining us as we continue our journey as an independent landlord. If you are the kind of person who is hard working and passionate about making a difference to our customers then we would love to...

  • Executive Assistant to Group Chief Operating

    3 days ago

    Liverpool, United Kingdom Torus Group Full time

    A growth and regeneration group with a strong social purpose, Torus works in partnership with Liverpool City Region and the North West to improve lives and create thriving, vibrant communities through support, investment, development and regeneration. We own and manage around 40,000 homes in Warrington, St Helens, Liverpool and beyond, making Torus the...

  • Investment Operations Administrator

    7 hours ago

    Liverpool, United Kingdom Page Personnel Finance Full time

    We are working with an exciting financial services business based in Liverpool city centre to recruit an Investment Operations Administrator. **Client Details** This leading and growing financial services organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the financial services sector, the business...

  • Junior Executive Assistant

    Found in: Whatjobs ES C2 - 1 week ago

    Liverpool, United Kingdom Bullen Healthcare Full time

    About Bullen Healthcare: Bullen Healthcare, founded in 1853, is a specialist provider of stoma, urology, wound care appliances, and prescription medication throughout the UK. With a long-standing history, Bullen Healthcare is committed to delivering quality products and exceptional service to its customers. . Follow us on X (formerly twitter):...

  • Junior Executive Assistant

    Found in: Appcast UK C C2 - 2 weeks ago

    Liverpool, United Kingdom Bullen Healthcare Full time

    About Bullen Healthcare:Bullen Healthcare, founded in 1853, is a specialist provider of stoma, urology, wound care appliances, and prescription medication throughout the UK. With a long-standing history, Bullen Healthcare is committed to delivering quality products and exceptional service to its customers..Follow us on X (formerly twitter):...

  • Junior Executive Assistant

    Found in: Appcast UK C2 - 2 weeks ago

    Liverpool, United Kingdom Bullen Healthcare Full time

    About Bullen Healthcare:Bullen Healthcare, founded in 1853, is a specialist provider of stoma, urology, wound care appliances, and prescription medication throughout the UK. With a long-standing history, Bullen Healthcare is committed to delivering quality products and exceptional service to its customers..Follow us on X (formerly twitter):...

  • Junior Executive Assistant

    Found in: Talent UK 2A C2 - 3 weeks ago

    Liverpool, United Kingdom Bullen Healthcare Full time

    About Bullen Healthcare:Bullen Healthcare, founded in 1853, is a specialist provider of stoma, urology, wound care appliances, and prescription medication throughout the UK. With a long-standing history, Bullen Healthcare is committed to delivering quality products and exceptional service to its customers..Follow us on X (formerly twitter):...

  • Executive Assistant

    Found in: Talent UK C2 - 1 week ago

    Liverpool, United Kingdom CGI Full time

    Position Description: We're looking for an Executive Assistant to support one of our three sector leaders within our busy Central Government Business Unit comprising of over CGI members based in offices and client sites across the UK. This is a great opportunity to join CGI in a business-critical support role. CGI has been recognised as a Sunday Times...

  • Executive Assistant to Chief Executive

    4 days ago

    Liverpool, United Kingdom Venn Group Full time

    **Executive Assistant waiting to be filled** Venn Group have been approached by a Housing Association and would like to introduce the following positions available **Position: Executve Assistant** **Location: Liverpool** **Rate: £33,600 Per annum** **Length: Permanent** **Hours: 35 hours p/week** **The role will predominantly involve**: - Undertake...

  • Investment Administrator

    4 days ago

    Liverpool, United Kingdom Page Personnel - UK Full time

    Exciting Investment Administrator Opportunity - Leading financial wellbeing and retirement specialist **About Our Client**: This leading and growing financial services organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the financial services sector, the business prides itself and providing top...

  • Investment Administrator

    7 hours ago

    Liverpool, United Kingdom Page Personnel - UK Full time

    Exciting Investment Administrator Opportunity - Leading financial wellbeing and retirement specialist **About Our Client**: This leading and growing financial services organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the financial services sector, the business prides itself and providing top...

  • Executive Assistant to Chief Executive

    Found in: beBee jobs GB - 3 weeks ago

    Liverpool, Liverpool, United Kingdom Venn Group Full time

    Executive Assistant waiting to be filledVenn Group have been approached by a Housing Association and would like to introduce the following positions availablePosition: Executve Assistant Location: LiverpoolRate: £33,600 Per annum Length: Permanent Hours: 35 hours p/weekThe role will predominantly involve:Undertake a wide variety of administrative tasks to...

  • Digital Marketing Executive

    2 weeks ago

    Liverpool, United Kingdom Page Personnel Secretarial & Business Support Full time

    Joining a huge brand based in Liverpool, this is the perfect opportunity if you are looking for a Digital Marketing Executive role working within a growing team in the City Centre You will support the marketing team in the future development of the websites, as well as preparing and delivering digital marketing campaigns and reporting on campaign...