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Investment Executive

Department: Technology Venture Investments

Location: North Wales (preferred) or Cardiff

Job purpose

The Investment Executive is responsible for sourcing and appraising applications for investments from Finance Wales Investments Funds, sourcing from both the Early Stage and the later stage development capital market. Investments will be made under commercial terms and in accordance with the investment criteria set by Finance Wales Investments. Investments can be structured into Equity, Loans or Mezzanine or a combination of the above and will be targeted at technology based, IP rich, fast growth companies.

The Technology Ventures Investment Executive is also responsible for the monitoring, development and realisation of their respective investment portfolio.

Main Duties and Responsibilities:

  • Contribute to the operation of Finance Wales Investments as a professional fund management company and provider of risk capital to start-up and existing businesses, in accordance with the terms of approval from Welsh Government and the European Regional Development Funds (ERDF)
  • Source, appraise and recommend high calibre investment propositions to the Senior Investment Executive, Investment Director or Investment Committee, where the proposed investment meets the Technology Ventures fund criteria established by Finance Wales Investments Ltd
  • Conduct thorough and robust management, financial, IP and commercial due diligence when considering investment opportunities and assess the risks attendant to each investment
  • Negotiate terms and conditions to secure optimum investment structures for all TV investments
  • Manage the development and completion of all necessary legal documentation throughout the entire investment process, in line with FWI standard legal documentation and processes
  • Monitor the respective TVI portfolio, attending Boards as observer and facilitating the appointment of NEDS and the strengthening of the executive teams as necessary. Where appropriate, place follow on investment in portfolio companies following the achievement of planned critical milestones
  • Develop relationships with co-investors to secure timely and relevant investment from suitable third parties for new and follow on investments
  • Guide and influence portfolio companies to deliver profitable and timely exits in line with the Funds commercial model
  • Disseminate examples of best practice for applying to the Fund to key business introducers and ensure that the application process is continually refined and improved to provide the best possible client service
  • Develop and maintain links and networks with key business introducers and intermediaries to source suitable investment opportunities
  • Participate and represent Finance Wales Investments, where appropriate, in meetings, seminars, events and joint group activities
  • Operate within delegated authority limits and Investment Operational Guidelines.
  • Contribute to marketing/promoting Finance Wales Investments.
  • Contribute to the achievement of defined goals and fund outputs in line with the relevant Fund Business Plans
  • Maintain and develop technical and industry specific knowledge to ensure best practice and compliance in investment activity
  • Any other task as may be defined by the Fund Manager to meet the operational needs of the Fund, ensuring that at all times, the trust and confidence of the Company’s investors is retained.

Knowledge, Skills, Abilities and Experience - Essential

  • Previous venture capital, leveraged finance or corporate finance experience
  • Understanding of all aspects relating to debt and equity investment in either Early Stage or later stage investing
  • Demonstrable experience of investment portfolio management, ideally with a successful exit track record
  • Demonstrable expertise in and knowledge of, key emerging technology sectors, ideally, with a detailed understanding of the wider ICT sector including – SAAS, digital media, telecoms, e-commerce, data analytics, security software.
  • 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
  • Understanding of the technology transfer and IP commercialisation process
  • Strong analytical and financial appraisal skills.

Knowledge, Skills, Abilities and Experience - Desirable

  • Knowledge and understanding of the role of the public sector in SME finance
  • Understanding of the regional business environment
  • Excellent presentation Skills
  • Welsh speaker
  • Driving Licence
  • IT literate to include the use of Word, Excel, PowerPoint, Lotus Notes, Sage Winforecast, CRM systems.

Apply now

To apply send your application form to: recruitment@financewales.co.uk

Application form