Financial Performance Specialist

3 weeks ago


Sheffield, Sheffield, United Kingdom Sewell Wallis Ltd Full time

Sewell Wallis Ltd are exclusively partnering with our client, a leading investment finance and managed workspace business, to appoint an Investment Executive into their high-performing team. This is a rare opportunity for a skilled professional to make a significant impact.

The role requires a combination of analytical skills, business acumen, and excellent communication abilities. You will be part of a small team and will have the opportunity to contribute to various aspects of the business, including business development, investment strategy, environmental goals, property management, budgeting, and colleague training.

  • Assess and analyze investment opportunities by interviewing client company directors and advisors, preparing sanction papers for presentation to the Investment Committee.
  • Maintain ongoing relationships with client companies to identify problems or opportunities and report them to the Investment Director.
  • Support the maintenance of accurate investment records and prepare reports accordingly.
  • Liaise with stakeholders to help the Investment Director and Team achieve the Company's economic regeneration objectives.
  • ACA, ACCA, or CIMA qualification (or close to qualifying with relevant experience).
  • Experience in Corporate Finance or industry background delivering financial information to senior stakeholders.
  • Practical experience in building forecasts to secure funding for businesses.
  • A highly competitive market salary (£60,000 - £80,000 per annum).
  • Company car or cash alternative.
  • Bonus scheme (up to 20% of basic salary).
  • Defined contribution pension schemes (10% employer contribution / 6% employee contribution).
  • Annual pay review.
  • 35 days holiday including bank holidays.


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