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New Investment recruitment

We are looking for dynamic investment professionals at various levels in our New Investments and Property teams throughout Wales.

Based in our Cardiff, West Wales or North Wales office, you will be part of an organisation who is looking to provide innovative and customer focussed funding solutions. 

Key responsibilities:

  • Source, appraise and complete applications for investment
  • Our New Investments team work with trading businesses, seeking equity, debt or mezzanine investment from £150k to £3m
  • Our Property team are looking for residential and commercial development projects with a deal size of up to £4m
  • Potential for line management

We welcome applications from those with:

  • Our shared passion for supporting Welsh business.
  • A track record in providing funding to Small and Medium sized entities (SMEs).
  • Experience of analysing and presenting financial and commercial information.
  • Ability to assess investment proposals and structure suitable investment solutions.
  • Excellent interpersonal skills and a track record of excellent customer service.
  • An appetite to learn and develop in a dynamic and fast changing environment.

A typical role profile will look like this:


Job purpose

The Investment Executive is responsible for sourcing and appraising applications for investments into Finance Wales Investments Funds. Investments will be made under commercial terms and in accordance with the investment criteria set by Finance Wales Investments. Investments can be structured as Equity, Loans or Mezzanine or a combination of the above.

Main Duties and Responsibilities:

  • Source and appraise investment proposals. Typically, investments will be unsecured so an ability to understand underlying cashflow assumptions and to properly assess these is paramount.
  • Deliver against investment and yield targets
  • Conduct thorough and robust management, financial and commercial due diligence when considering investment opportunities and assess the risks attendant to each investment
  • Negotiate terms and conditions relating to legal documentation for placing investments.
  • Prepare investment reports for credit sanction.
  • Ensure completion of legal documentation.
  • 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 Public Sector bodies and European Regional Development Funds (ERDF)
  • Maintain and develop technical and industry specific knowledge to ensure best practice and compliance in investment activity
  • Liaise closely with the Portfolio team post investment and support as required to maintain the relationship with the investee company and facilitate additional investments as appropriate.
  • 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, at meetings, seminars, events and joint group activities
  • Operate under delegated authority limits and Investment Operational Guidelines.
  • Contribute to marketing/promoting Finance Wales Investments.
  • Any other task as may be defined by the Fund Manager to meet the operational needs of the department


Knowledge, Skills, Abilities and Experience

  • Extensive experience in investing or lending to SMEs
  • Previous experience of credit report preparation
  • Understanding of risk assessment and investment processes and procedures
  • 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
  • Attention to detail
  • Experience of analysing financial information
  • Established network of introducers with Welsh SME space.

Knowledge, Skills, Abilities and Experience

  • VC or leveraged funding experience
  • Knowledge and understanding of the role of the public sector in SME finance
  • Understanding of the regional business environment
  • Welsh speaker (for roles based in Wales)
  • Driving Licence
  • IT literate to include the use of Word, Excel, PowerPoint, Sage Winforecast

To apply for the role, please complete an application form and send it to Recruitment@financewales.co.uk by 31/03/17.


Apply now

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

Application form