Latest jobs / Financial Services https://mydiversity.com/ 14-09-2026 <p><strong>Investment Executive / Assistant Investment Executive</strong></p> <p><strong>Cardiff</strong></p> <p><strong>Competitive Salary</strong></p> <p>&nbsp;</p> <p>Are you part-qualified or qualified Chartered Accountant looking to apply your financial expertise in a commercial, relationship-focused role?</p> <p>&nbsp;</p> <p>The Development Bank of Wales is looking for an ambitious individuals to join our New Investments team as either an Investment Executive or Assistant Investment Executives. This is an exciting opportunity for individuals with a strong accountancy, corporate finance, banking or financial analysis background to develop a career in business finance and investment.</p> <p>&nbsp;</p> <p>Working alongside experienced Senior Investment Executives and Fund Managers, you&#39;ll help assess funding applications, analyse financial information, support due diligence activities and play a key role in helping Welsh businesses access the finance they need to grow.</p> <p>&nbsp;</p> <p>This role offers a structured development pathway, with the opportunity to progress into a full Investment Executive or Senior Investment Executive positions.</p> <p>&nbsp;</p> <p>What you&#39;ll be doing</p> <p>&nbsp;</p> <ul> <li>Building relationships with businesses, professional advisers and introducers across Wales.</li> <li>Assessing funding applications and reviewing company financial information.</li> <li>Preparing credit and sanction reports to support lending and investment decisions.</li> <li>Conducting financial analysis, cashflow assessment and due diligence.</li> <li>Supporting the appraisal and completion of investment transactions.</li> <li>Working closely with colleagues to deliver excellent customer service and achieve team targets.</li> <li>Developing a strong understanding of the Welsh business landscape and the Development Bank&#39;s products.</li> </ul> <p>&nbsp;</p> <p>We&#39;re particularly interested in individuals with a strong accountancy background who are looking to apply their technical skills in a more commercial and customer-facing environment.</p> <p>&nbsp;</p> <p>You will ideally have:</p> <p>&nbsp;</p> <ul> <li>ACA or CIMA qualification (or be working towards one).</li> <li>Experience analysing financial statements, management accounts and cashflow forecasts.</li> <li>Strong numerical, analytical and report-writing skills.</li> <li>Excellent attention to detail and the ability to make balanced commercial judgements.</li> <li>Strong communication and relationship-building skills.</li> <li>A proactive approach and desire to develop a career in business finance and investment.</li> </ul> <p>&nbsp;</p> <br /><br /><a href="https://mydiversity.com/job/14012/investment-executive-assistant-investment-execut-at-development-bank-of-wales/">Apply</a><br /> https://mydiversity.com/job/investment-executive-assistant-investment-execut-at-development-bank-of-wales-cardiff/14012 Sun, 13 Sep 2026 15:00:02 +0100 <p><strong>12 Months Fixed Term Contract&nbsp;</strong></p> <p><strong>Leeds&nbsp;</strong>&ndash; 3 days office</p> <p><strong>Permanent : 37.5 hour per week</strong></p> <p><strong>Full time (we welcome flexible working discussions)</strong></p> <p><strong>An opportunity to make a difference</strong></p> <p>At Border to Coast our purpose is to make a difference and we&rsquo;re looking for a Financial Planning and Analysis Manager to join our award-winning team.</p> <p>As a customer-owned and customer-focused organisation, integrity is one of our values, as is our collaborative and sustainable approach. Our focus is to secure the pensions of over a million people who have provided valuable service to their communities and society. We&rsquo;re the largest UK asset manager outside London or Edinburgh, and we provide innovative investments that deliver sustainable returns over the long term.</p> <p>As a Financial Planning and Analysis Manager, you will play a key role in supporting strategic decision-making, financial performance, and business transformation initiatives.</p> <p>Working closely with the Senior FP&amp;A Manager you&#39;ll help deliver our budgeting process, maintain and enhance revenue models, and contribute to the development of Board-level balanced scorecard reporting. You&#39;ll also partner with our Change function to ensure programmes deliver measurable benefits, improved operational efficiency, and tangible commercial value across our Border to Coast operations.</p> <p>This is an exciting opportunity for someone who enjoys translating data into actionable insights, improving processes, and influencing business performance.</p> <p><strong>The role &ndash; what you&rsquo;ll be doing</strong></p> <p>As a Financial Planning and Analysis Manager your role is hugely important and will include:</p> <p><strong>Budgeting</strong></p> <ul> <li>Support the delivery of budgeting and monthly performance reporting</li> </ul> <p><strong>Change &amp; Benefits Realisation</strong></p> <ul> <li>Partner with Change and Transformation teams to define, track, and validate financial and operational benefits of transformation initiatives</li> <li>Build and maintain benefits tracking frameworks, ensuring clear ownership and accountability</li> <li>Challenge assumptions and validate business cases with robust financial and commercial analysis</li> <li>Support post-implementation reviews to confirm delivery vs. plan</li> </ul> <p><strong>Commercial &amp; Financial Analysis</strong></p> <ul> <li>Provide actionable insights into Border to Coast cost performance drivers</li> <li>Assess the impact of proposed changes on P&amp;L, cash flow, and customer outcomes</li> <li>Identify risks and opportunities to improve commercial performance</li> </ul> <p><strong>Process Modelling &amp; Efficiency Improvement</strong></p> <ul> <li>Map, analyse, and optimise key Border to Coast processes to drive efficiency</li> <li>Identify process inefficiencies, duplication, and automation opportunities</li> <li>Support implementation of improved processes, including performance tracking and KPIs</li> <li>Embed a culture of continuous improvement and data-driven decision making</li> </ul> <p><strong>Data &amp; Insight Delivery</strong></p> <ul> <li>Develop dashboards and reporting to track change performance, benefits, and operational metrics</li> <li>Translate complex data into clear commercial insights for stakeholders</li> <li>Work with data teams to ensure data quality, consistency, and accessibility</li> </ul> <p><strong>About you - and the value you&rsquo;ll bring to our team</strong></p> <ul> <li>Ability to manage tight deadlines whilst ensuring quality of outputs</li> <li>Strong problem-solving and decision-making skills</li> <li>Strong analytical and financial modelling skills</li> <li>Strong commercial acumen and business partnering skills</li> <li>Strong communication, engagement and influencing skills with confidence to challenges across all levels of the organisation</li> <li>Budgeting, forecasting and financial modelling</li> <li>Proven ability to deliver benefits realisation or support transformation programmes</li> <li>Effective IT skills required for the job role, including advanced Excel, PowerBI and data analysis capability</li> <li>Ability to develop dashboards and improve reporting capability</li> <li>Use of PowerBI</li> </ul> <br /><br /><a href="https://mydiversity.com/job/13943/financial-planning-analysis-manager-at-border-to-coast/">Apply</a><br /> https://mydiversity.com/job/financial-planning-analysis-manager-at-border-to-coast-Leeds/13943 Sat, 12 Sep 2026 14:00:02 +0100