Enter a job title or keyword

Investment Executive


Job Location:

Cardiff - UK

Yearly Salary: GBP 35001 - 40000
Posted: 13 August 2026 (29 days ago)
Application Deadline: 10 November 2026
Vacancies: 1 Vacancy

Job Summary

Were looking for an Investment Executive covering South East Wales to join our Micro Loans Team to source and appraise investment proposals most of which will be unsecured so you will understand cashflow assumptions and assess the risks.

Working to and exceeding targets will come naturally as you consider the investment opportunities and risks conducting detailed due diligence that minimises risks to the Group. Analytical and meticulous you will be accustomed to conducting thorough and robust management financial and commercial due diligence when considering investment opportunities and assess the risks attendant to each investment preparing necessary reports and completing legal documentation.

Youll be a good negotiator and confident communicator who can confirm the terms and conditions for placing investments and build good working relationships with key business introducers and intermediaries. Working in a FCA regulated environment you will ensure compliance with all relevant legislation and regulations.

With experience in investing or lending to SMEs and credit report preparation you will have financial analysis experience and demonstrate an understanding of risk assessment and investment processes. Were on the lookout for someone whos a strong communicator confident in making decisions with great attention to detail. Youll have an established network of introducers with Welsh SME space and ideally an understanding of the regional business environment

If this sounds like you wed love to meet you. And wed love to help your career really take off.

Please view role profile for full role details.

About us

Our mission is to unlock economic potential in Wales and enhance the local economy by providing sustainable effective finance.

When our businesses thrive they create a higher number of better quality jobs. The taxes they pay strengthen our public finances. The people they employ strengthen our communities.When Welsh businesses are strong Wales is strong.

The Benefits

An employer of choice

We continuously monitor industry best practices so we can deliver excellence while offering our colleagues flexibility and a great work/life balance:

  • Offering a competitive salary and benefits package
  • Providing office spaces and a work environment that promotes smarter working
  • Encouraging ourcolleaguesto adopt a working pattern that fits in with their personal circumstances as well as the business needs

We champion an equal and diverse workplace and continually implement strategies to make sure were always achieving this:

  • Delivering awellbeing programmeeach year targeted at physical and mental wellbeing
  • Achieved certification by Great Place To Work and included in the UKs Best Workplaces list.
  • Using exit interviews to seek feedback and continuously improve
  • Acting on feedback from annual staff surveys and other feedback throughout the year
  • Continuously reviewing performance statistics and acting where appropriate

We deliver a dedicated wellbeing strategy that supports the mental physical and financial wellbeing of our colleagues:

  • Aligning our objectives with our business goals and recognising great performance
  • Investing in our colleagues development by providing a range of training opportunities to meet individual team and business needs
  • Rolling out the career progression framework providing a structured opportunity to progress all parts of the business

People are our greatest asset and fundamental to our longterm success:

  • Delivering smarter working and digital transformation measuring the impact on job satisfaction and productivity
  • Holding regular innovation workshops and encouraging agile projects through our project initiatives
  • Promoting an inclusive culture through regular newsletters and communication and a collaborative means of gathering and using feedback from across the Development Bank Group
  • Actively seeking feedback from our colleagues particularly at the half year and annual events

The benefits

Below is a taste of what we offer. Check out the full listhere.

Wellbeing

Career progression

Hybrid
working

Work life
balance

Documents


Required Experience:

IC