Work life balance
Career progression
Wellbeing

Investment Executive

Salary £Competitive Salary
Location South East Wales and North Wales
{Mergefield Value}
{Mergefield Value}

This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.

The vacancy

Due to continued growth, we have an exciting opportunity for an Investment Executive to join our New Investments team to source and appraise investment proposals.  

 

Working to and exceeding targets will come naturally, as you consider the investment opportunities and risks, conducting detailed due diligence that minimises risks to the Group. You’ll be a good negotiator and confident communicator, who can confirm the terms and conditions for placing investments and build good working relationships with key business introducers and intermediaries. Working in a regulated environment is key to this role, as you ensure compliance with all relevant legislation and regulations, preparing accurate necessary reports. 

 

We’re looking for an individual with extensive experience in investing or lending to SMEs, who understands risk assessment and full investment processes and procedures. With previous experience of preparing credit reports, you will be adept at analysing key financial information and identifying valuable investments. You’ll thrive in a fast-paced environment and work well under pressure, sharing your knowledge with the team and learning from your colleagues. You’ll have an established network of introducers within the Welsh SME space and will be keen to develop your knowledge and customer base. 

About us

Our mission is to unlock economic potential in Wales and enhance the local economy by providing sustainable, effective finance. 

When our businesses thrive, they create a higher number of better quality jobs. The taxes they pay strengthen our public finances. The people they employ strengthen our communities. When Welsh businesses are strong, Wales is strong.

An employer of choice

We continuously monitor industry best practices so we can deliver excellence while offering our colleagues flexibility and a great work/life balance:

  • Offering a competitive salary and benefits package
  • Providing office spaces and a work environment that promotes smarter working
  • Encouraging our colleagues to adopt a working pattern that fits in with their personal circumstances as well as the business needs

We champion an equal and diverse workplace and continually implement strategies to make sure we’re always achieving this:

  • Delivering a well–being programme each year targeted at physical and mental well–being
  • Achieving accreditation of gold standard with Chwarae Teg and seeking accreditation with Stonewall and the Corporate Health Standard
  • Using exit interviews to seek feedback and continuously improve
  • Acting on feedback from annual staff surveys and other feedback throughout the year
  • Continuously reviewing performance statistics and acting where appropriate

We deliver a dedicated well–being strategy that supports the mental, physical and financial well–being of our colleagues:

  • Aligning our objectives with our business goals and recognising great performance
  • Investing in our colleagues’ development by providing a range of training opportunities to meet individual, team, and business needs
  • Rolling out the career progression framework providing a structured opportunity to progress all parts of the business

People are our greatest asset and fundamental to our long–term success:

  • Delivering smarter working and digital transformation, measuring the impact on job satisfaction and productivity
  • Holding regular innovation workshops and encouraging agile projects through our project initiatives
  • Promoting an inclusive culture through regular newsletters and communication and a collaborative means of gathering and using feedback from across the Development Bank Group
  • Actively seeking feedback from our colleagues, particularly at the half year and annual events

The benefits

Below is a taste of what we offer. Check out the full list here.

Wellbeing

Career progression

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in X days

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