social impact report & annual statement

New vacancy: Investment Manager

We have a fantastic new role available for an Investment Manager in West Yorkshire.

Business Enterprise Fund (BEF) is a social enterprise and Community Development Finance Initiative that operates in the alternative finance market. Since the first loan was made in Bradford in 2004, the organisation has now grown into a Group of Companies that currently lends in Yorkshire and Humber, Tyneside and Tees Valley and in North Lincolnshire.

We are a delivery partner of the Northern Powerhouse Investment Funds microfinance loans and of the government’s Start-up loans scheme.

Main function of job:

You will be working as part of a team of Investment managers but you will also need to be a self-starter. You will need to be able to identify and bring in lending opportunities to the organisation ideally from established introducer contacts in the region. You are supported by a dedicated marketing and administration resource.

You will be putting proposals together to present to the credit panel and will be used to meeting strict targets for lending and managing a portfolio of clients. You will have experience of working within the SME sector and have a good working knowledge of all issues relating to running an SME.

Possibly with a banking, accountancy or a business background specialising in access to finance. You will be a good self-starter confident with reading and interpreting a set of accounts and comfortable with working in a team environment.

You will be required to collect evidence from the businesses and follow a strict paperwork audit trail to comply with our Fund providers’ contractual requirements.

(Note: In addition to these functions employees are required to carry out such other duties as may reasonably be required)

Statutory Responsibilities:

 To operate within the relevant regulatory constraints including the Financial Conduct Authority, Data Protection Act, Anti Money Laundering and Proceeds of Crime Act.

  1. Maintaining professional standards of conduct including client and commercial confidentiality, impartiality and independence.

Operational Responsibilities:

  1. Identifying candidates for loans, explaining fully and clearly, in advance, the terms on which lending will be made and assess their suitability and eligibility for lending.
  2. Reporting regularly to the Head of Investment.
  3. Able to meet your targets and achieve the Groups’ goals: a). Loans Provided, b) b. Yield on Loans, and c) Managing the default rate .
  4. To prioritise and manage your time in order to meet the requirements of the role and the needs of the organisation.
  5. To follow the procedures and processes laid down by the Group.
  6. Putting together proposals for the credit panel.
  7. Representing the Group’s best interests throughout the loan process.
  8. Regularly meeting with the clients to ensure their businesses are running well and providing support to assist the business owner.
  9. Filing reports and other documentation in the line with the requirements of the organisation.
  10. Collecting evidence and providing the correct forms to ensure the Group complies with the contractual requirements of its fund providers.

Main Duties:

  1. Meeting your specific targets.
  2. Finding clients and networking with bankers, accountants and other intermediaries.
  3. Liaising with partners, associated organisations, community groups and stakeholders to tailor the service in response to customer needs.
  4. Attendance at events and/or meetings may be required, including occasional evenings or weekends.
  5. Maintaining business customer focus.
  6. Any other duties as may reasonably be required by the Head of Investment.

To Apply:

Email your CV to Simon Jackson, Head of Investment at

For an informal discussion, please contact Simon on 07827 318680.

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