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Investment Executive

Sewell Wallis Ltd
Posted 8 hours ago, valid for 22 days
Location

Sheffield, South Yorkshire S1 1LL, England

Salary

£50,000 - £60,000 per annum

Contract type

Full Time

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Sonic Summary

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  • Sewell Wallis is seeking an Investment Executive for an investment finance and managed workspace company, looking for candidates with significant relevant experience, ideally from a Corporate Finance background.
  • The role involves appraising, negotiating, and implementing funding for businesses, while also supporting various aspects such as business development and investment strategy.
  • Candidates should be ACA, ACCA, or CIMA qualified or close to qualifying, with practical experience in building forecasts to raise funding.
  • The position offers a market competitive salary, a company car or cash alternative, a bonus scheme up to 20% of basic salary, and a defined contribution pension scheme.
  • Additional benefits include a 35-day holiday allowance and an annual pay review.

Sewell Wallis are exclusively partnering with our client, an investment finance, managed workspace and a community support business as they look to appoint an Investment Executive into their high performing team.

You'll be part of a small team (currently 14 Investment Staff) and so the position comes with the real opportunity to make a difference. The principal responsibility of the role is to appraise, negotiate and implement funding for business. However responsibilities are much broader and the need to roll your sleeves up and get involved in all aspects of the business is often necessary. This could mean supporting the wider team with such things as business development, investment strategy, environmental goals, property management, budgeting and colleague training. Ultimately, the role will be where you want to take it.

What will you be doing?

  • Appraising and analysing investment opportunities by interview with client company directors and advisors; by appropriate due diligence investigations; and preparing sanction papers for presentation to the Investment Committee.
  • Ensuring that client companies are monitored so that any problems or opportunities are brought to the attention of the Investment Director for attention.
  • Assisting client companies to achieve their objectives and work towards a successful exit.
  • Assisting with the maintenance of appropriate investment records and preparing reports accordingly.
  • Assisting the Investment Director and the Investment Team achieve the Company's economic regeneration aspirations and in doing so liaising with different stakeholders including other funders, government bodies, development agencies, local authorities etc.
  • Supporting the regional teams with business development and marketing.

What skills are we looking for?

  • ACA, ACCA or CIMA Qualified (or very close to qualifying with significant relevant experience.
  • The successful candidate will be moving from either a Corporate Finance background or you will have industry experience and use to delivering financial information to senior stakeholders.
  • The ideal candidate will have practical experience building forecasts to help raise funding for businesses.
  • Excellent communication and presentation skills.

What's on offer?

  • A market competitive salary.
  • 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 day holiday including Bank Holidays.

To apply please send your CV below, or contact Kayley Haythornthwaite.

To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.

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