Technology Investment Director - (Portfolio Management / Venture Capital / Financial Services) – Wales
- Lead, manage and motivate a team of individuals responsible for investing and the portfolio management of the seed and venture technology Funds managed by the Bank. Develop and execute suitable performance management procedures to achieve agreed fund outputs. Focus is on achieving investment targets whilst maintaining the correct balance of risk v return and increasing value in investments working towards a profitable and timely exit for the Bank.
- Deliver the appropriate level of portfolio management, including participation at annual asset reviews and bi-annual valuation committees.
- Work closely with the Bank’s risk team to ensure adequate focus and intervention on underperforming assets in a timely manner.
- In conjunction with other Investment Directors, contribute to the development of the Bank’s fund management strategy within Wales, including the successful delivery of existing funds, identification of market opportunities and bids for new funds.
- In conjunction with the other Directors prepare quarterly reports for key stakeholders across the range of funds delivered by the Bank.
- Attend the quarterly review meetings with Welsh Government and any other stakeholder when required.
- Contribute on quarterly basis to the relevant Risk Registers for the Bank
- Build the profile of the Bank externally, with regular attendance and presentations at events and networking opportunities as well as maintaining an active personal network.
- Review and/or sanction investment opportunities within personal delegated authority and as a member of the preliminary notification panel approving outline terms and diligence requirements on investment opportunities, ensuring compliance with Investment Operating Guidelines at all times.
- Oversee Fund and Deputy Fund Managers’ sanctioning activity through regular and ongoing review of a sample of their approved deals. In conjunction with other investment-related Directors, ensure the correct balance of risk v return is consistently applied across the group and provide developmental feedback as appropriate.
- Attend Investment Committee alongside the team members for those investments that fall outside the personal delegated authority.
- Champion excellent customer satisfaction looking for opportunities to improve the customer experience through improved processes and increased transparency.
- Work with the marketing and business development team within the Bank to drive increased quality investment opportunities to the teams.
- Build strong links with Business Wales, the Welsh Government, the Welsh Universities and business accelerators to increase the profile of the Bank and increase the flow of quality investment opportunities.
- Build links with other Seed and Venture Capital investors in the tech space to ensure a high quality source of co-investment is available for the Bank.
- Build a network of potential non-executive directors and Chairpersons, along with consultants, which will be able to add value to our investee companies.
- Play a key role in the Welsh Technology landscape integrated with other funders, public sector support, Universities and incubators/accelerators.
- Establish links and partnerships with relevant parties outside of Wales including public sector support, co investors and any potential sources of deal flow.
- Lead a culture of compliance and quality across all areas of work.
- Any other task as may be defined by the Investment Director - Wales to meet the operational needs of the organisation.
Requirements: Qualification and Skill
- Excellent leadership skills with a proven track record in technology venture capital investments.
- Experience of delivering investment targets in a pressured environment and/or experience of delivering value adding portfolio management and strong exit experience.
- Experience of investments in the range £200,000 - £5,000,000.
- A strong technology background with an ability to assess complex technology investment propositions.
- Strong financial acumen.
- A track record in providing a high level of customer service and satisfaction.
- A track record in delivering high quality outputs with a focus on compliance.
- A team player with an ability to work across an organisation in a collaborative manner.
- Excellent written and verbal communication skills, including an ability to present to a wide range of audiences.
- A strong motivator, able to motivate a diverse group of individuals with differing levels of experience and drivers.
- A track record in effective performance management and the successful management of change.
- Ability to operate at a senior strategic level.
- Ability to build relationships with high level corporate bodies and stakeholders.
- A pragmatic and commercial mindset with strong negotiation and decision-making skills. Ability to prioritise to meet tight timescales.
- Relevant professional qualification or relevant industry experience.
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