Investment Associate (Debt)

We are seeking an Investment Associate (Debt) to join our team to support the deployment of the South East Investment Fund (Debt) . This new £59m fund will offer loans, £75,000 – £2m, to growth SME’s within the South East of England.

Job Purpose:

To support the successful deployment of debt funds across the Southeast and East, and to help raise their profile in the region by:

• ·supporting fund deployment activities and delivery
• ·promoting the funds to strengthen awareness and engagement with stakeholders

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Job Responsibilities:

• Manage inbound enquiries by assessing and identifying suitability for relevant FSE funds or services.
• Conduct research and due diligence on fund applications.
• Support the assessment of applications and provide recommendations to Debt Investment Managers.
• Prepare and assist with funding reports for presentation to the Credit Committee, participating in discussions where appropriate.

Maintain accurate records and updates within the CRM system.

• Assist with portfolio management activities, including:
• Requesting monthly management accounts
• Reviewing financial and management information submitted by clients
• Support marketing initiatives, including relationship development with introducers, social media engagement, and organisation of market events.
• Provide general administrative and operational support to the team.
• Collect and analyse data relating to fund and portfolio performance.
• Assist with monitoring and reporting fund performance against stakeholder objectives and targets.

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Required Skills & Experience:

·Graduate calibre with relevant experience in business, finance, or business studies.

·Strong communication and interpersonal skills, with the ability to build effective relationships internally and externally with a wide range of stakeholders and business clients.

·Excellent attention to detail and strong organisational abilities.

·High level of IT proficiency, particularly in Microsoft Office applications.

·Organised and diligent working style, with experience using CRM systems to manage, monitor, and track lending and proposal activities.

AI curiosity with appetite to develop skills to improve process efficiencies

·Adaptable, proactive, and willing to learn and develop new skills.

What we offer:

• A competitive base salary commensurate with your experience.

• 25 days annual leave plus usual Bank holidays in England & Wales. You will also get your birthday off and 1 day for a volunteering purpose (CSR day)

• Ability for you to use 1 day for Corporate Social Responsibility purposes annually.

• 8% employer contribution to pension scheme,

• Death in Service benefit

• Health cash plan scheme

• Income protection scheme

• 50% company funded private medical insurance scheme.

Hybrid role – a minimum of 1 day a week in the Fleet, Hampshire office is required.

About The FSE Group:

Our primary goal is to provide tailored funding solutions and support for ambitious and innovative small and medium enterprises (SMEs), to help them achieve their maximum potential. With over £395m of debt and equity funds under management, the Group is continuing to grow and prides itself on taking a holistic approach to the funding needs of our clients. For more information see www.thefsegroup.com

With one of our core values being inclusivity, we are committed to a diverse and inclusive team. We are an equal opportunity employer and treat all applications fairly and welcome job applicants from all communities and affinity groups.