Investment Executive

Job title:Investment ExecutiveJob type:PermanentEmp type:Full-timeIndustry:BankingSalary:NegotiableLocation:CardiffJob published:25-03-2026Job ID:37145Phone number:+447901913560Contact email:tom.miller@vargogroup.co.ukJob DescriptionInvestment ManagerCardiffUp to 70,000 + Extensive benefitsHybrid (1/2 Days on site)The BusinessA prominent high profile investment fund hiring across Wales & the South West. You will manage the full deal lifecycle—from originating and executing new investments (equity, loans, and mezzanine) to proactively managing the post-deal portfolio.The RoleOrigination & Execution: Sourcing new deal flow, conducting robust commercial and financial due diligence, and structuring complex debt and equity investments.Investment Appraisal: Interrogating underlying cashflow assumptions, assessing risk, and preparing highly detailed investment reports for credit committee sanction.Portfolio Management: Managing post-deal relationships, attending board meetings to monitor financial performance, and appraising follow-on funding rounds for businesses with significant growth potential or those requiring remediation.Networking: Building and maintaining a strong network of external business introducers, intermediaries, and advisors to drive continuous deal flow.The ProfileEither - ACA qualified, ideally having trained within a Big 4 Corporate Finance, Transaction Services, or Restructuring team OR relevant experience from a PE/VC Investing backgroundStrong technical capability in financial modelling, investment appraisal, and risk assessment.A highly commercial mindset with the ability to manage relationships directly with business owners and board members.A valid driving licence is required for site visits and board meetings.*Please note we are unable to offer VISA sponsorship for this role, applicants without full UK right to work will not be considered*#LI-TM1