Investment Executive

Financial Services jobs >> Banking & Financial Services




Investment Executive - Mezzanine Loans & Equity Investments

Liverpool (L2)

Competitive Salary + Benefits

Established in 1994, MSIF provides a wide range of funding to businesses across the North West, predominantly in the Liverpool City Region and surrounding areas. We are currently seeking to recruit an Investment Executive to join our team based in Liverpool.


The Investment Executive will be required to assist the Investment Manager/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 Executive will be required to:-

  • Review and analyse business plans and information memoranda
  • Undertake (on-line) research in order to validate the statements made in business plans/investment memoranda
  • Attend presentations from management teams seeking funding with the Investment Manager/Investment Director(s)
  • Analyse statutory accounts and present findings to the Investment Manager/Investment Director(s)
  • Assist with the preparation of illustrative valuations using the standard MSIF template
  • Assist with the population of the proprietary MSIF deal structuring model

Involvement In The Lending/Investment Process

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

  • Preparation of initial lending/investment papers for submission to the MSIF Investment Panel pulling together the output from the investment appraisal process
  • Preparation of final lending/investment papers summarising due diligence findings for presentation to the MSIF Investment Panel (the Investment Executive will required to attend due diligence feed-back meetings if required)
  • All aspects of the administration of the lending/investment process including ensuring that all conditions associated with MSIFs loan/investment have been satisfied prior to completion (including anti-money laundering checks, draw down notices, etc.)
  • Completion of MSIFs standard post completion checklists
  • Handover of the loans/investments to the Portfolio Director/Portfolio Manager/Portfolio Support Manager including attendance at Portfolio Review Meetings if required

Deal Origination

The Investment Executive will be required to carry out research in order to identify SME companies that could potentially benefit from funding from MSIF.


The Investment Executive will be required to attend/assist with MSIF marketing events and over time represent MSIF at third party marketing events.

Skills/Personal Attributes

  • A newly qualified accountant (CIMA qualification preferred)
  • 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 Manager within a three year period

To Apply

Please click on the apply link to submit your CV directly to the recruitment team

Investment Executive
  • 1
  • Negotiable
  • None
  • None
  • Jo-519690
  • Permanent
  • 8

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