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Investment Manager

Posted 1 February by Dobson Welch Limited Ended

Investment Manager

Larger Mezzanine Loans/Equity Investments

Job Description


The Investment Manager will be required to assist the Investment Director(s) to complete larger mezzanine loans (£500k to £1.0 million) and equity investments from £250k to £2.0 million.

Investment Appraisal

The Investment Manager will be required to:-

  • Review and prepare a commentary on business plans and information memoranda
  • Attend presentations from management teams seeking funding
  • Analyse statutory accounts and present findings to the Investment Director(s)
  • Prepare illustrative valuations using the standard company template
  • Populate the proprietary company deal structuring model

Project Management Of The Investment Process

The Investment Manager will be required to assist the Investment Director(s) with:-

  • Preparing investment papers for submission to the Investment Panel and assist with the presentation of individual investment opportunities to the Investment Panel
  • Producing tailored offers letters based on company templates
  • The scoping of due diligence:-

o Management referencing & psychometric testing

o Commercial due diligence

o Financial due diligence

o Legal due diligence

  • Co-ordination of the due diligence process
  • Preparing final investment papers summarising due diligence findings for presentation to the Investment Paneland assist with the presentation of the findings to the Investment Panel
  • Reviewing with Company’s lawyers and the Investment Director(s) the Company loan/investment documentation and participate in negotiations with the other parties involved in each transaction (e.g. asset based lenders, banks, management and their advisors, etc.)
  • Ensuring that all conditions associated with Company’s loan/investment have been satisfied prior to completion (including anti-money laundering checks, draw down notices, etc.)
  • Completing Company’s standard post completion checklists
  • The handover of the loans/investments to the Portfolio Director/Portfolio Manager/Portfolio Support Manager including attendance at Portfolio Review Meetings as required

Deal Origination

Over time, the Investment Manager will be required to source new loan/equity investment opportunities for the Company.


The Investment Manager will be required to represent the Company at marketing events (both hosted by the Company and third party events) and over time make presentations on behalf of the Company, as required.

Skills/Personal Attributes

  • A qualified accountant with post qualification experience
  • Corporate finance/M&A experience preferred but not essential
  • Excellent Microsoft Offices skills (Excel, Word, PowerPoint)
  • Ambitious and hard-working self-starter
  • Out-going and sociable
  • Capable of growing in to the role of Investment Director within a three year period

Reference: 34374605

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