Investment Executive

JOB & PERSON SPECIFICATION

Purpose of Role

The Investment Executive will report to the Head of Investment and, working under the guidance of the Senior Portfolio Managers, will have key responsibilities that include conducting appropriate financial and commercial due diligence of companies seeking investment and supporting the disbursal of investments. Additionally, the role involves supporting the ongoing monitoring and management of the investment portfolio.

Key Responsibilities

The following are the main tasks to be undertaken:

1. Commercial Due Diligence and Financial Analysis

• Conduct commercial and market due diligence, and financial analysis of funding applications.

• Support the Senior Portfolio Managers with large / complex investments.

• Prepare and present investment proposals of appropriate complexity to the role.

2. Deal Structuring and Investment Disbursals

• Assist in the preparation of term sheets / deal structure.

• Support in the disbursal of investments ensuring all terms and conditions are met.

3. Portfolio Management, Reporting & Research

• Maintain all project information, in a timely manner, on SmartSimple, the WDC’s Investment Management Information System.

• Prepare regular reports on investments made, and in progress, and prepare various other reports relevant to the fund.

• Carry out the financial analysis of each investment as part of the WDC’s annual financial audit and support any internal audit requirements.

• Research and report on trends and opportunities to feed into WDC investment strategies and funding mechanisms.

• Assist and support the Senior Portfolio Managers with the management and monitoring of a portfolio of investments and loans.

4. Marketing, Promotion and Dealflow Generation

• Deal with enquiries for funding.

• Assist in the development and implementation of a marketing and promotion strategy for the WIF.

• Generate quality dealflow, including attendance and presenting at events.

The above is not, and does not purport to be, a comprehensive list of all duties involved and consequently, the post holder may be required to perform other duties as appropriate to the post which may be assigned to them from time to time and to contribute to the development of the post.

Eligibility Criteria and ExperienceEssential

Applicants must have the following:

• 5 years plus relevant experience

• Hold an appropriate degree and / or professional qualification in accounting, business or corporate finance

• Expertise in:

  • project appraisal

  • business modelling and company valuation

  • financial due diligence and complex forecasting

  • raising finance or evaluating funding for SMEs and early-stage businesses

• Possess strong commercial judgement and general business acumen

• Excellent oral and written communication skills

• Excellent negotiation and relationship building skills

• Possess a high degree of computer literacy

• Exposure and expertise in a variety of sectors and an ability to become knowledgeable in a particular sector

• Full driving licence and access to transport

Desirable

• Understanding and knowledge of the start-up and scaling indigenous sector

• Understanding and knowledge of the enterprise and regional development eco-system

Key Competencies

For effective performance at this level, the candidate will need to demonstrate that they possess the key competencies for effective performance at Higher Executive Officer level:

• Team Leadership

• Judgement, Analysis & Decision Making

• Management & Delivery of Results

• Interpersonal & Communication Skills

• Specialist Knowledge, Expertise & Self Development

• Drive & Commitment to Public Service Values

General Information

This competition will be used to fill specific posts in the WDC. Please note, this role is a full time fixed term post and the successful candidate will be required to take up assignment on a full time basis. Discussion regarding flexible working arrangements can be undertaken once the successful candidate is out of probation.

Health & Character

Candidates must be in good health, capable and competent of carrying out the work assigned to them, and they must also be of good character. Those under consideration for a position may be required to complete a health and character declaration. References will be sought.

In the event of conflicts of interest, candidates may not be considered for certain posts. It is important that candidates list their previous civil or public service employment if they have availed of a voluntary redundancy or retirement scheme and / or are in receipt of an ill-health retirement pension. Failure to do so could lead to disciplinary action.

Eligibility to Compete

Candidates must, by the date of any job offer, be:

(a) A citizen of the European Economic Area. The EEA consists of the Member States of the European Union, Iceland, Liechtenstein, and Norway; or (b) A citizen of the United Kingdom (UK); or (c) A citizen of Switzerland pursuant to the agreement between the EU and Switzerland on the free movement of persons; or (d) A non-EEA citizen who is a spouse or child of an EEA or UK or Swiss citizen and has a stamp four visa; or (e) A person awarded international protection under the International Protection Act 2015 or any family member entitled to remain in the State as a result of family reunification and has a stamp four visa; or (f) A non-EEA citizen who is a parent of a dependent child who is a citizen of, and resident in, an EEA member state or the UK or Switzerland and has a stamp four visa.

To qualify, candidates must be eligible by the date of any job offer.

Application & Selection Process

This is a competitive competency-based selection process to appoint the most suitable candidate to fill this specific position. A panel for this position may be formed as part of the recruitment process.

How to Apply

As part of the application process, applicants are required to submit the following documentation:

a) A comprehensive curriculum vitae (CV), detailing experience relevant to the position (maximum of three pages); b) A short cover letter or personal statement (maximum of two pages) outlining the applicant’s motivation for applying for the post and demonstrating how their skills and experience meet the requirements of the position.

Both documents should be combined and submitted as a single Word document or PDF, saved using the format FirstName.Surname.

Applications stored on personal online storage sites (e.g., OneDrive, Cloud, DropBox, etc.) or applications in other file formats (e.g., Google Docs) will not be accepted.

Please note that omission of any or part of the two requested documents, as set out above, will render the application incomplete. Incomplete applications will not be considered for the next stage of the selection process.

Please email your application to . If you do not receive an acknowledgement of receipt of your application within three working days of applying, please email .

Requests for Reasonable Accommodations

The WDC, in line with the Employment Equality Acts 1998–2015, will ensure that it does all that is reasonable to accommodate the needs of a person who has a disability and will ensure that its services are accessible across the range of disabilities.

If you require reasonable accommodations made, please indicate this during the application process by emailing . Any requests for reasonable accommodation need to be accompanied by a medical / psychologist’s report, the purpose of which is to provide the Western Development Commission with information necessary to make the decision on reasonable accommodation as promptly as possible.

The Western Development Commission will consider each request on a case-by-case basis. All information provided will be treated as strictly confidential.

Our Commitment to Equality, Diversity and Inclusion (EDI)

The WDC is committed to attracting, recruiting, developing, and retaining the highest calibre of staff to build a diversified, supportive, innovative, and inclusive workforce reflective of the wider community. We aim to attract the best people who have the experience, knowledge, skills, abilities, and competencies to support WDC’s Strategy Statement.

We are dedicated to promoting equality of opportunity, diversity, and inclusion. We encourage applications from underrepresented groups and accommodate candidates with disabilities.

Recruitment, selection, and appointment are conducted in compliance with the Employment Equality Acts 1998–2015 and WDC’s Diversity & Inclusion policy. We are committed to implementing best practices in our recruitment, selection, and appointment procedures to ensure they are free from inherent or potential bias, open and transparent, and regularly monitored, analysed, and reviewed.

Closing Date

The closing date and time for applications is stated on the cover page of this booklet. Applications received after the specified deadline will not be accepted.

All correspondence should be sent to and clearly state the title of the position that you are applying for in the subject line of the email.

Selection Methods

Depending on the number of applications received, the selection process may include:

• Shortlisting of candidates on the basis of the information contained in their application

• A preliminary telephone / video conferencing call which may include a questionnaire

• A competitive, competency focussed interview

• A second-round interview (if applicable)

• A presentation, work sample or other exercise that may be deemed appropriate

• Reference and online checks

Shortlisting

Normally the number of applications received for a position exceeds that required to fill existing and future vacancies to the position. The WDC may decide that a number only will be called to interview.

An experienced interview board will examine applications against predetermined criteria based on the requirements of the position.

Interviews

Interviews may be held in person, online via Microsoft Teams, or through another video conferencing platform, at the discretion of the WDC. The WDC will not be responsible for refunding any expenses incurred by candidates for attendance at interview.

Remuneration

Based on 40 hours gross per working week (or 35 hours net), the successful candidate will be paid on the Higher Executive Officer Standard Scale as of 1 August 2025:

€62,285 – €64,000 – €65,723 – €67,437 – €69,157 – €71,637 – €73,261 – €74,892 – €76,523

After 3 years satisfactory service at the maximum

After 6 years satisfactory service at the maximum

Additional increases apply as stated.