Investment Executive

Full Time, Permanent
Liverpool, North West
Posted 2 weeks ago

Job Title   Investment Executive – Full-time
Salary      £30,000 – £35,000
Location   Based Liverpool, Merseyside
Job Purpose   The Investment Executive is responsible for sourcing and appraising applications for investments into the company.
Main duties and responsibilities

  • Source and appraise investment proposals.
  • Contribute to the operation of the lender as a professional fund management company and provider of loans to existing businesses.
  • Maintain and develop technical and industry specific knowledge to ensure best practice and compliance in investment activity
  • 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.
  • Assess applications for funding and prepare reports recommending investment to Fund Manager.

For more information contact Alison Campbell on

Job Features

Job CategoryBanking, Commercial Finance, Other

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