Bradford Enterprise Agency

PERSON SPECIFICATION

Investment Manager

Attribute / Essential / Desirable
Educational qualifications / Degree level or equivalent vocational qualifications such as ACIB
Good and demonstrable evidence of relevant business and financial training / Evidence of continuous professional development
Experience / Significant experience of working in a SME environment covering all aspects of running a small business.
OR
Working with SMEs in a financial or banking capacity in a client relationship role / Experience of working in a business environment at a senior level
Communication Skills / Ability to obtain, analyse and present complex information
Excellent communication skills: high standard of written and spoken English; ability to produce business plans, reports etc as required
High standard of numeracy / Must be able to convey credibility and reliability
Skills of persuasion
Practical & intellectual skills / Excellent computer skills, use of MS Office, Word and Excel / Use of databases and report software
Disposition & attitude / Must be hard working and adaptable to the needs of the organisation
Ability to establish rapport with diverse client groups
Must be able to work unsupervised
Must be able to contribute to team goals
Ability to motivate and inspire others
Must be empathetic to the client / Proactive approach to service design and stakeholder engagement
Special knowledge / Demonstrable expertise in a range of finance/funding instruments.
Knowledge and understanding of basic good business practice, i.e. Equal Opportunities, Health & Safety, VAT etc
Experience of working with P&L and balance sheets.
Competent in analysing a set of accounts. Must be able to interpret and use these accounts in your diagnosis of the business.
Comfortable with putting together funding proposals and financial forecasting
Good contacts within the banking community, brokerage network and/or the business support community in the North East area. / Some qualifications in accountancy or AAT or Banking
Physical or sensory / Must be car owner and have a driving licence / Good geographical knowledge of the region.