Lending Finance Business Partner

Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

About the team

The Lending Finance team is a finance business partner and controller to the Lending desks at Investec. The team covers Direct Lending, Fund Solutions, Energy & Infrastructure, Aviation, Real Estate and Private Banking Clients.

What will I be doing?

This is a high impact, front office aligned finance role, offering exceptional exposure to senior stakeholders, complex investment structures and a strong lending business.

This role is a rare blend of financial control and business partnering with direct exposure to live investments and deal driven decision making.

The successful candidate will be both a rigorous financial controller and a trusted business partner helping shape performance and decision making across Principal Investments and Direct Lending.

Financial Control and reporting:

• Own end to end financial control for Principal Investments & Direct Lending desks including:
  • Monthly, Quarterly and Annual close processes
  • Balance sheet substantiation and P&L integrity
  • Review of complex accounting treatments (including fair value movements, impairments and investment valuations)
• Ensure high quality, timely and accurate financial reporting in line with IFRS , Group Accounting policies and regulatory standards
• Act as a key liaison with external auditors, Group Finance, internal risk and controls

FP&A and Partnering:

• Deliver insightful management information , forecasting and budgeting for the Principal Investments & Direct Lending desks
• Partner closely with Investments head and Direct Lending leadership to:
• Analyse deal performance and returns
• Support pricing decisions
• Provide forward looking financial analysis and scenario modelling

Investment Portfolio:

• Be the go-to person in Finance for Principal Investments and support the financial oversight of a diverse principal investment portfolio
• Lead on valuation processes and post investment performance tracking

What are we looking for?

Qualifications & Background:

• Qualified Chartered Accountant with 2 – 3 years PQE

Technical skills & knowledge:

• Strong grounding in IFRS, particularly: Financial Instruments, Fair value measurement, Impairment and provisions
• Excellent Financial control fundamentals with the ability to operate commercially

Stakeholder & Communication Skills:

Confident communicator able to engage credibly with:

• Front office professionals, senior Finance Leadership and non-finance stakeholders (Risk, Operations, IT)
• Ability to challenge constructively, influence & balance control with commerciality

Mindset:

• Self-motivated, able to work without close supervision
• Proactive, have initiative and drive, willing to take on extra responsibility
• Intellectually curious, commercially minded & comfortable working with the business
• Strong sense of ownership, accountability and attention to detail
• Able to thrive in a high performance, high expectation environment

Other attributes:

• Experience in Financial Services, Private Equity, Direct Lending or Investments
• Experience with valuation methodologies
• Systems experience with large finance platforms (e.g. Oracle, Power BI) and operations (e.g. Loan IQ)

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Here is a selection of what we offer;

Wellbeing

Wellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance

Monetary

Non-contributory Pension & Discretionary Bonus

Life & Income Protection

Life Assurance, Critical Illness & Income Protection

Travel

Season Ticket Loan & Electric Vehicle Scheme

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.

The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.

If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist.