Investment Associate

Recruiter
Ingenious
Location
London, United Kingdom
Salary
Dependent on experience
Posted
15 Nov 2022
Closes
03 Dec 2022
Ref
17631876
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
About Ingenious

We transform great ideas into outstanding businesses.

We do this by managing a diverse range of businesses across our three areas of industry expertise being media, clean energy and real estate. We raise capital to fund these businesses from a range of partners including high-net-worth individuals, institutions, corporates, family offices and other financial institutions.

We are one of the largest independent investors in the UK's creative economy and since our debut in 1998, we have raised and deployed over £9bn in the media and entertainment, clean energy and real estate sectors.

Ingenious Real Estate helps developers realise their housing projects in key areas across the UK. We provide loan finance to established developers at a competitive cost. With demands for new development across the UK at an all-time high, and banks often unwilling to lend, property developers often struggle to access finance on acceptable terms to fund their developments. We offer competitive and flexible loans at attractive rates at leverage levels that may not be available from other providers.

To find out more about Ingenious, visit www.theingeniousgroup.co.uk.

Purpose of the role

Our highly respected team is now looking for an experienced individual who would like to advance their career in fund management/private equity and become a key member of the team as it continues to expand its UK real estate offering.

The role's primary purpose will be to assist with originating and executing new (mainly residential-led) development and bridge lending opportunities to UK developers to continue to grow the fund's RE lending book.

The successful candidate will have the opportunity to work on existing funds, and the development and launch of new funds and products.

This is a customer-facing role.

Key accountabilities
  • The principal responsibility of the role is to support Investment Managers (IM) and Investment Directors (ID) to act as a delegate with the aim of developing into an IM within the short to medium term.
  • Help develop and deliver the origination strategy.
  • Assist the origination of lending opportunities, typically between £5-25m, agreeing terms with both new and existing borrowers and liaising with professional consultants to complete the necessary diligence
  • Prepare high-quality development finance credit papers, identifying key opportunities, market data and risks.
  • Work alongside ID's providing analysis and support across all areas of the transaction.
  • Input and analyse financial models and sensitivity analysis.
  • Perform due diligence and actively participate in the business' lending side.
  • Ensure that internal credit controls and procedures (including money laundering and 'know your customer' checks) are adhered to.
  • Overview of externally produced facility agreements, security documentation, valuation reports and monitoring surveyor reports.
  • Maintain relationships with professional advisors including new instructions for solicitors, valuers, consultants and monitoring surveyors and thereafter ensure their reports are received promptly and address all of the relevant issues.
  • Maintain customer account records in order that the integrity of our data is maintained.
  • Assist in day-to-day enquiries and relationship management.
  • Complete research to support existing funds and the creation of new funds.

Role requirements
  • Demonstrable experience in industry or professional practice including, ideally, real estate experience in either the debt, advisory, principal or investment sectors.
  • Competently and independently produce credit papers with minimal assistance.
  • Ability to use excel is essential. Financial modelling and cash flow skills are required with the ability to accurately complete and utilise financial models.
  • Understanding of due diligence, loan underwriting and origination process in a debt advisory/lending role is an advantage.
  • Strong organisational skills with the ability to prioritise and handle simultaneous projects and to maintain quality of work with tight deadlines.
  • Able to work and contribute as part of a team including responding to changing priorities.
  • Excellent written, numerical and verbal communication skills, with high attention to detail.
  • Direct client-facing experience is an advantage but not essential.

Benefits
  • Private medical insurance, Income protection, Life Assurance, Pension.
  • Health and wellbeing benefits.
  • Flexible working - 2-3 days in the office other days working remotely. Working hours are 9am - 6pm, but our temporary in-office core hours are 10am - 4pm.
  • 25 days holiday which increases every Jan by 1 day + 8 bank holidays. There is also the potential to purchase up to 5 extra days' holiday.
  • Very friendly culture, sociable workforce and various social and charity events throughout the year.
  • Paid leave for charity work.
  • Other perks like free breakfast & coffee in the office, early finishes every Friday.....And many more!
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