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Investment Advisor Equity - Enterprise Ireland

Job Seekers Ireland Accounting & Finance Financial Services

Job Summary

  • Dublin City Centre
  • Permanent
  • BBBH787848
  • Jul 16, 2021
  • Competitive
Job Description

Manage and maintain direct and indirect equity supports through direct investment and through investment as an LP into Venture Funds

Title: Investment Adviser, Equity

Grade: Level D

Department: Equity & Legal

Business Unit: Investment Services

Reporting to: Department Manager

Location: East Point, Dublin

Job Reference: EI.068.21E

Salary: €43,907

Closing Date: 29th July 2021

Role Purpose

The Investment Services Division is responsible for delivering supports to manage and maintain its direct and indirect equity supports through direct investment and through investment as an LP into Venture Funds.

The key objective is to support the delivery of maximum impact on companies' development, financial performance, and economic outcome. The role of the Equity Department is to manage the equity and repayable advance (RA) portfolio to ensure the investments are completed and managed in accordance with the equity agreements and RA agreements. A significant deliverable of the Department will be to ensure the repayment of the Sustaining Enterprise Fund (SEF) funds over the next 5 years.

As part of the Equity team, the role of the Investment Adviser is to support a portfolio of Enterprise Ireland's investee companies and contribute to the achievement of the Equity portfolio targets as agreed with the IPRC (Investment Portfolio Review Committee)

Key Deliverables

  • Conduct appropriate commercial, financial, legal and State-Aid due diligence on Enterprise Ireland's financial investments commensurate with their size and complexity and provide high-quality reports to internal committees
  • Coordinate the CSF process from approval through to the issue of a cheque to new client companies
  • Valuation and management of a portfolio of companies in which Enterprise Ireland has investments including equity and repayable advances. This will include equity and repayable advance portfolio maintenance, equity conversions, redemptions, trade sales, share sales, repayment rescheduling, etc
  • Provide advice and expertise on commercial financial support and investment matters by engaging and communicating with colleagues across the organisation.
  • Prepare and present repayment and divestment cases for the repayable portfolio at relevant internal committees.
  • Be responsible for managing aspects associated with the execution of internal decision-making committees, in conjunction with relevant internal departments.
  • Engage with external services providers as required for legal and investment services.
  • Conduct the preparation, review, negotiation, and finalisation of agreements in line with Enterprise Ireland standard approach as required.
  • Ensure that Enterprise Ireland maintains the highest levels of Corporate Governance and accountability through the use an effective investment system, reporting procedures and controls.
  • Maintain the team's information systems, in particular the OPEQ system, to ensure the system reflects all investment interactions, both new investments and current investments, and reports accurately on all equity tasks including invoicing, validation, equity maintenance and exits. (OPEQ is the Unit's equity portfolio management system).

Functional Competencies (Key Skills and Knowledge)

  • Demonstrates evidence of excellent organisational skills with an ability to manage multiple tasks focusing on attention to detail and accuracy is essential
  • Excellent negotiation skills are essential
  • Demonstrates evidence of robust computer skills (i.e. MS Office skills including Outlook, Word, Excel and Powerpoint) coupled with an ability to learn new technologies and use EI's specific software systems is essential,
  • Strong numeracy aptitude, skills & experience with the ability to work with and analyse financial information and ability to identify and resolve issues as they arise is essential
  • Demonstrates ability to prioritise tasks and manage work time efficiently in line with strict deadlines is essential.
  • A professional accounting / finance qualification or part qualified working towards a professional qualification is desirable.
  • An understanding of and/or experience of working on the Competitive Start Fund process is desirable.
  • Experience of preparing, reviewing, negotiating and finalising legal agreements is desirable
  • An understanding of EI's financial recording and reporting processes would be an advantage.
  • Ability to develop a strong understanding and knowledge of EI's investment policies and processes.
  • Strong verbal and written communication skills to ensure effective engagement across all relevant stakeholders.
  • Strong interpersonal skills and ability to positively contribute to the work of a busy team and Department.
  • Ability to work confidently on own initiative, use sound judgement and take decisive actions on projects/tasks as required.
  • Willingness to take on other key projects as may be assigned from time to time.

Enterprise Ireland Behavioural Competencies

Results Focused

The ability to remain outcome and results focused with regard to business priorities and organisational goals, monitoring progress and adjusting approach ensuring delivery against the appropriate timescales.

Innovation and Risk-Taking

Actively encourages new ideas, experimentation and measured risk-taking, while always being on the look out for opportunities to continuously improve business processes and efficiencies within Enterprise Ireland and client organisations.

Problem Solving and Decision-Making

The ability to be decisive and take tough decisions about clients, people and costs to deliver sustainable results, using the analysis of information and situations to make logical and sound decisions.

Client Focused

The ability to provide an excellent client service focusing on client needs and building and maintaining effective personal and business relationships to advance clients' objectives and Enterprise Ireland strategy.

Communicating with Impact to Influence Others

Communicates in a manner that will persuade, convince and influence their own staff and others, both internally and externally, in order to motivate, inspire or encourage them to follow a particular course of action.

Teamworking

Co-operates with colleagues, shares information and respects the opinions and values of staff members. Understands the skills, experience and knowledge of staff members and maximises how these can be utilised to the benefit of the department, the organisation and the client.

Embracing & Leading Change

Understands the business agenda of Enterprise Ireland and embraces changes for area of responsibility and for external and internal clients.

Acting / Leading with Integrity

Lives the Enterprise Ireland purpose and values, acting genuinely and with integrity, in a manner that builds trust and engages and motivates others, placing the genuine needs of the client, the organisation, and staff ahead of personal agendas

Networking

Establishes and maintains mutually beneficial relationships with colleagues and other networks for the purpose of sharing information.

Developing Yourself & Others

Creates an environment that enables others to excel in terms of job performance.

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Salary Scale:

€43,907 to €63,295 per annum contributory superannuation

Rising to €64,816 by long service increments.

€41,801 to €60,223 per annum non-contributory superannuation

Rising to €61,668 by long service increments

Candidates should note that entry will be at the minimum point of the relevant scale and the rate of remuneration may be adjusted from time to time in line with Government pay policy. Subject to satisfactory performance, increments may be payable in line with current Government Policy.

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Application and Selection Process:

The selection process may include shortlisting of candidates. The selection criteria will be based on the requirements of the position. It is therefore important that you provide a detailed and accurate account of where you believe your skills and experience meet the requirements for the position. This should be contained in a short document (maximum 2 pages) accompanying your CV.

Applicants should note that, for shortlisting purposes in particular, clear evidence of the functional competency requirements listed as essential in this specification must be demonstrated as part of your supporting document accompanying your CV.

To apply for the position, send a detailed CV and supporting document quoting reference number EI.068.21E to John Fagan jfagan@morganmckinley.com to be received by 5pm Thursday, 29th July 2021. All applicants will be acknowledged by email.

Morgan McKinley is acting as an Employment Agency in relation to this vacancy.

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Consultant Details

Consultant Details

john-fagan
John Fagan
  • Manager | Accountancy & Finance Recruitment
  • +353 (1) 6324642
  • jfagan@morganmckinley.com