Manager - Investments

The West Midlands is entering an exciting period of investment, regeneration and economic growth. At the West Midlands Combined Authority, we are developing our in-house investment capability to support the mobilisation and deployment of devolved investment funds across housing, regeneration, infrastructure, and commercial and mixed-use development.

As Manager – Investments, you will support the appraisal, structuring, execution and ongoing management of complex investment transactions. You will provide detailed financial analysis, coordinate due diligence, assess commercial and delivery risks, and monitor live investments to help ensure our decisions are commercially robust, well governed and aligned with regional priorities.

This is an opportunity to combine strong financial and commercial skills with work that will help unlock investment, development and regeneration across the West Midlands.

• Undertake financial and commercial analysis of proposed investments, including development appraisals, cash-flow forecasts, sensitivities, funding structures and repayment assumptions.
• Support the preparation of clear, evidence-based investment recommendations and decision papers.
• Coordinate financial, legal, technical and commercial due diligence with internal colleagues and external advisers.
• Support transactions from initial appraisal through approval, legal completion, drawdown and ongoing monitoring.
• Review and challenge financial information submitted by borrowers, developers, advisers and delivery partners.
• Monitor live investments against agreed milestones, covenants, funding conditions, repayment profiles, forecasts and financial performance.
• Track conditions precedent, approval requirements and post-approval actions.
• Prepare reports, briefings and supporting documentation for investment panels, boards and committees.
• Maintain accurate investment records, decision logs and performance information to support governance and audit requirements.
• Help develop appraisal tools, templates, operating procedures and monitoring frameworks as the investment function grows.

• Experience analysing complex commercial real estate, regeneration, housing or infrastructure investments.
• Experience supporting investment appraisals, transaction execution and investment decision-making.
• Experience coordinating technical, legal and financial due diligence.
• Experience monitoring live investments, including drawdowns, milestones and funding conditions.
• Experience preparing or reviewing investment business cases, appraisal reports or decision papers.
• Experience working within a regulated funding environment.
• Strong financial modelling and investment appraisal capability.
• A thorough understanding of development appraisals and investment structuring.
• An understanding of loan monitoring, covenants and drawdown processes.
• The ability to identify and assess emerging commercial and delivery risks.
• Strong analytical, stakeholder-management, report-writing and communication skills.
• A degree or equivalent qualification in finance, real estate, economics, business, accounting or a related discipline.

The location for this role is 16 Summer Lane, Birmingham, B19 3SD
with at least 2 days a week spent in the office.

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