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Investment Analyst

Investment Analyst

Checked Recruitment

Salary Range: £40-44k

Hybrid Working: 3 x days office / 2 x days working form home.

Are you a talented Accountant or Analyst looking to further your career in an Investment Analyst related area?

Can you demonstrate that you have experience around Due Diligence, Analysis or the assessment of investment opportunities to ensure that any potential new investment meets Group investment policy and principles?

If so then you could be perfect for my client.

The Role:

In the Investment Analyst role you’ll report to the Commercial Director and will be primarily responsible for providing robust analysis of investment projects and the existing investment book performance and liquidity.

Specific tasks include:

  • Preparing analysis of investment performance and forecast
  • Manage a updated 5 year business plan
  • Producing regular management reporting for the Executive management team
  • Supporting financial diligence of commercial partners

You’ll spend part of the working week based in the company’s Coventry office (3 days), and the rest of it working from home (2 days). Details around how this will work will be revealed on application.

The Candidate:

To be the right person for Investment Analyst role you will need direct experience around the assessment of investment opportunities ensure that any potential new investment meets Group investment policy and principles.We also need you to have prior experience of:

  • Carrying out projects investment appraisals, looking at current and possible future financial commitments
  • Working with operations team to ensure high quality of investment proposals prior to submission to the investment committee
  • Building investment proposals for submission to the investment committee and make recommendations in support of investment committees review of the investment proposal
  • Investment proposal completion, including review of legal documents, ensure that conditions precedent set by the investment committee are met

It’s important that you also have the following:

  • Strong commercial and analytical skills
  • Good interpersonal skills, and the ability to work with stakeholders at all levels
  • Excellent organisation and administration skills with the ability to plan and prioritise work for self and others
  • Strong communication and collaboration skills
  • Self confidence in your ability, able to make judgement calls as to when to take the initiative on organisations behalf

You’ll also need to be the following:

  • Systematic and thorough
  • Able to work with minimal support and use initiative
  • Able to prioritise own workload and to see a task through from start to finish

Is that you? If so, send us your CV.

The Package:

The basic salary for the Investment Manager role is between £40,000 – £44,000 per annum plus benefits.

You’ll also receive other benefits with the role which include it being a fully hybrid role, 2 days working from home, 3 in the office and enhanced pension (9% company contribution).

The Company:

They’ve been around since 1985 and they are a niche socially supportive specialist international financing business supporting developmental activities with partners across the globe. There operations include financing international projects as well as offering specialist consultancy services.They’re a company that people really enjoy working for. People join them for many reasons, such as they:

  • Operate in a socially responsible way and are built around supporting community development
  • Offer an excellent, flexible and extremely welcoming working environment
  • Look after there people, offering an excellent benefits package including an impressive 9% pension

Think that this Investment Analyst role is right for you? Then we’d love to hear from you.Click the ‘Apply Now’ button, send us your CV and we’ll get in touch regarding next steps.

You could be right for this Investment Analyst position if you’ve previously worked as any of the following: Accountant, Commercial Analyst, Financial Analyst, Investment Analyst or as a Business Analyst or similar.

Upload your CV/resume or any other relevant file. Max. file size: 39 MB.

Job Overview
Offered Salary
40000k/year - 44000k/year

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