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Business Finance Investment Executive

Job Details
  • 5548
  • The Development Bank of Wales
  • Wrexham and / or Llandudno, with hybrid working option
  • Permanent, Full Time
  • In the region of £30,000 to £35,000 + hybrid working option

Investment Executive (Business Finance)

Flexible working options available, including hybrid working.

Here at Development Bank of Wales, we want to unlock the true potential in the economy of Wales by increasing the provision of sustainable, effective finance. We provide flexible business finance for companies based in Wales from £1,000 up to £10 million, loans and equity, secured and unsecured.

Since 2001 we have invested £2 billion into the Welsh economy, creating over 28,000 jobs in Wales, and safeguarding over 35,000. Over the next 5 years, we will have a billion-pound impact on the Welsh economy. By providing flexible funding at all business stages, we are aiming to support 1,400 businesses and for those businesses to create and safeguard more than 20,000 jobs.  

At the heart of our success is our people. Just like the businesses we work with; we see our employees as valuable long-term investments – which is why we always look to empower our people and consistently encourage personal and professional development.

The Role – Investment Executive (Business Finance)

Working within the Micro Loans department, as an Investment Executive you will be responsible for sourcing and appraising applications for investments, working towards investment targets and in line with our competencies. Your duties will include:  

  • Conducting thorough management, financial, and commercial due diligence when considering investment opportunities and assessing the risks of each investment
  • Negotiating terms and conditions relating to legal documentation for placing investments
  • Preparing investment reports for credit sanction
  • Maintaining and developing technical and industry specific knowledge to ensure best practice and compliance in investment activity
  • Disseminating examples of best practice for applying to the fund to key business introducers and ensuring that the application process is continually refined and improved to provide the best possible customer service
  • Developing and maintaining links and networks with key business introducers and intermediaries to source suitable investment opportunities
  • Participating and representing the Development Bank at meetings, seminars, events and joint group activities

The Package

  • Permanent contract, working 37 hours per week Monday to Friday (flexibility available with start and finish times around core hours generally between 8am and 6pm)
  • Salary in the region of £30,000 to £35,000, with the level dependent on experience
  • Hybrid working option, enabling you to combine working from home and our offices in Wrexham and / or Llandudno
  • Discretionary company bonus scheme
  • 30 days paid annual holidays plus bank holidays
  • Contributory pension plan, with employer’s contribution rate of up to 10%
  • Contributory BUPA health care scheme
  • Cycle to work scheme
  • Free car parking
  • Employee loan scheme
  • Career progression opportunities
  • Learning and development
  • Wellbeing activities

At Development Bank of Wales, we celebrate diversity of thought and recognise the strength and dynamism that comes with it, and we’re passionate about nurturing an inclusive environment where employees can bring their full selves to work. So, if you meet the requirements below and would be interested in joining our team, we welcome your application.

Our Requirements – Investment Executive (Business Finance)

  • Previous experience of analysing financial business information, gained either in a business support environment, or within a bank, accountancy practice, or similar
  • Ability to understand and assess underlying cashflow assumptions, and experience of preparing credit reports
  • A good understanding of risk assessment and investment processes and procedures
  • Strong communication, influencing and interpersonal skills
  • Ability to work independently and as part of a team
  • Ability to prioritise and organise work under pressure
  • High level of attention to detail

Although not essential, experience in investing or lending to SMEs, along with a good understanding of the role of the public sector in SME finance and of the regional business environment would be highly advantageous, as would having the ability to converse in Welsh.

By clicking apply on this site, you will automatically be redirected to the Development Bank of Wales website, where you will be required to complete your application.

All applications for this Investment Executive (Business Finance) are to be submitted online, and strictly no agency calls or agency CV submissions.

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