Investment Executive

Job title:

Investment Executive Job type:

Permanent Emp type:

Full-time Industry:Banking Salary:

Negotiable

Location:

Cardiff Job published:25-03-2026

Job  number:

Contact email:
Description Investment Manager Cardiff Up  to 70,000 + Extensive benefits

Hybrid (1/2 Days on site)
The BusinessA 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*#LI-TM1