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Investment Finance Specialist

2 months ago


Sheffield, Sheffield, United Kingdom Sewell Wallis Ltd Full time

Sewell Wallis are partnering with a unique investment business based in the UK.

This role suits someone open-minded, adaptable, and eager to succeed and develop their skills while getting involved in various aspects of the wider business, including colleague training, development, and environmental goals for the future.

  • Appraising and analysing investment opportunities by interviewing client company directors and advisors, preparing sanction papers for presentation to the Investment Committee.
  • Maintaining awareness of client companies to highlight any problems or opportunities for the Investment Director's attention.
  • Assisting with maintaining accurate investment records and preparing reports accordingly.
  • Liaising with stakeholders, including other funders, government bodies, development agencies, local authorities, to achieve the Company's economic regeneration aspirations.
  • ACA, ACCA or CIMA qualified.
  • Delivering financial information to senior stakeholders from a Corporate Finance background or industry experience.
  • Practical experience building forecasts to help raise funding for businesses.

A competitive salary is offered.

Key Responsibilities

1. Analyse and evaluate investment opportunities to present to the Investment Committee.

2. Monitor client companies to identify potential issues or opportunities.

3. Maintain accurate investment records and prepare reports as required.

4. Liaise with stakeholders to support the Company's economic regeneration objectives.

5. Possess ACA, ACCA, or CIMA qualifications.

6. Provide financial information to senior stakeholders.

7. Utilise experience building forecasts to secure funding for businesses.

The successful candidate will receive a market-competitive salary and benefits package, which includes:

  • A salary range estimated at £60,000 - £80,000 per annum.
  • A bonus scheme up to 20% of basic salary.
  • Defined contribution pension schemes with employer contributions.
  • 35 days holiday including Bank Holidays.