Investment Executive

Job Description

Investment Manager

Cardiff

Up to £70,000 + Extensive benefits

Hybrid (1/2 Days on site)

The Business

A prominent high profile investment fund hiring across Wales & the South West. You will manage the full deal lifecycle—from originating and executing new investments (equity, loans, and mezzanine) to proactively managing the post-deal portfolio.

The Role

• Origination & Execution: Sourcing new deal flow, conducting robust commercial and financial due diligence, and structuring complex debt and equity investments.
• Investment Appraisal: Interrogating underlying cashflow assumptions, assessing risk, and preparing highly detailed investment reports for credit committee sanction.
• Portfolio Management: Managing post-deal relationships, attending board meetings to monitor financial performance, and appraising follow-on funding rounds for businesses with significant growth potential or those requiring remediation.
• Networking: Building and maintaining a strong network of external business introducers, intermediaries, and advisors to drive continuous deal flow.

The Profile

• Either - ACA qualified, ideally having trained within a Big 4 Corporate Finance, Transaction Services, or Restructuring team OR relevant experience from a PE/VC Investing background
• Strong technical capability in financial modelling, investment appraisal, and risk assessment.
• A highly commercial mindset with the ability to manage relationships directly with business owners and board members.
• A valid driving licence is required for site visits and board meetings.

*Please note we are unable to offer VISA sponsorship for this role, applicants without full UK right to work will not be considered*