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Date Added: Thu 06/03/2025

Investment Manager

Poole, UK
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Company: TEAM JOBS

Job Type: Permanent

Salary: Plus Commission

Job Title: Investment Manager

Location: Remote - Dorset or Devon Based

Salary: DOE - Plus Bonus and Commission

Hours: Full-time (4 days per week considered on a pro-rata salary basis)

TeamJobs is hiring an experienced Business Development or Relationship Manager with a background in Business or Commercial Banking or SME lending. This is an exciting opportunity to join a newly created Debt Fund covering Dorset and Devon.

As an Investment Manager, you will be responsible for originating, appraising, and executing loans of up to £2m to growing and innovative SMEs.

Your key responsibilities will include:

  • Building and managing a pipeline of suitable lending opportunities
  • Developing relationships with introducers and marketing the product
  • Conducting evaluations and due diligence on proposals in line with lending policies
  • Presenting proposals to an independent credit committee for approval
  • Managing loan completion, working alongside solicitors to ensure security requirements
  • Proactively managing a client portfolio, monitoring performance, and identifying potential default situations early
  • Contributing to stakeholder reporting

What We're Looking For

  • Experience in SME lending and relationship management, with the ability to assess and structure loan propositions on a projection-led basis
  • A strong professional network in Dorset & Devon (advantageous)
  • Excellent multi-tasking and prioritisation skills to meet customer expectations
  • Strong presentation and communication skills at all levels of management
  • High proficiency in Microsoft Office 365 and CRM systems
  • A diligent, detail-oriented working style

What's on Offer

  • Competitive base salary (based on experience)
  • 25 days annual leave + bank holidays + your birthday off
  • 1 day annually for Corporate Social Responsibility activities
  • 5% employer pension contribution (with a 3% minimum employee contribution)
  • Death in Service benefit (4x salary)
  • 50% funded private medical scheme, income protection & health cash plan

Work Environment

  • Primarily home-based with travel required across Dorset & Devon
  • Must have own transport and access to reliable home internet

INDCP

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