Job Description
Job Title Equity Case Manager - Fixed Term Contract (18 months)
Closing Date 25-Oct-2023
Position Full Time
Business Entity Gateley Global
Department Gateley Global
Location United Kingdom
Job Type Experienced Hire
Description
Gateley is a legal and professional services group, with over 580 professional advisers. We support more than 5,700 active clients, ranging from FTSE 100 companies to private individuals, in the UK and beyond.
We are forward thinking and straight talking, our approach is to find solutions to the problems that our clients face.
The Team
Gateley Global brings together a team of experts that help international business to expand into new global markets.
With experience of helping hundreds of businesses to expand internationally and an extensive network of international contacts, we specialise in managing the risk that comes with inward investment projects and international expansion.
We help organisations invest in overseas markets by identifying four key things:
the right location
the right people
the right funding
the right infrastructure
We'll advise you on the right country for your expansion, right down to the specific location within a territory. We can help you set up the right corporate and governance structures and the right bank accounts to access funding. We can assist with personnel matters too, assessing candidates for senior management roles and providing interim non-executive director support.
The Role
This role is a fixed term contract to support in delivery of an equity investment service to Gateley Globals' largest public sector client. This role will focus primarily on supporting the Business Growth Service being run for the Cambridgeshire & Peterborough Combined Authority (CPCA).
The CPCA is the local authority whose remit is to boost the CPCA economy by making it an internationally competitive place to live, learn and work.
CPCA established a new Business Growth Service, Growth Works, to deliver its goal to drive inclusive growth in business and skills across Cambridgeshire & Peterborough. The primary services offered by Growth Works consists of four distinct service lines: Growth Coaching, Skills Development, grants & equity and the attraction of international and domestic inward investment into the region.
The CPCA has contracted Gateley Global to administer an equity scheme on their behalf to provide growth capital or grants that are not generally available from the private sector. This is available to SMEs or larger companies that require investment between £150,000 and £250,000 to provide working capital to fund growth projects in order to create jobs and scale.
The Equity Case manager will receive leads and expressions of interest from the Head of the Equity service. Once a lead has been received, it will be the responsibility of the Equity Case Manager to maintain the customer journey of the companies who have expressed an interest in investment through all aspects of the investment journey.
The Equity Case Manager will be responsible for moving the application through the due diligence process and feeding back to the company on why they were (or were not) successful in securing investment funding.
Key Skills & Experience
The Equity Case Manager role will support the Head of the Equity service in managing a pipeline of applicants to receive an equity investment from the CPCA through the Growth Works Programme. Because the equity investment consists of public sector monies, securing investment is a competitive process and a strict process of evaluation and documentation must be followed.
While the key responsibilities listed in this description must happen in order for this service line to deliver its targets, there is scope for the right person to develop this role and make it their own.
The successful individual will be responsible for:
Checking required documentation for companies expressing an interest in securing equity funding; including due diligence information from lead investor
Facilitating Equity cases against tight timescales whilst also handling the competing priorities of multiple stakeholders.
Utilising the scoring mechanism developed by the Equity Service to prioritise the applicants in line with the levelling up agenda and CPCA requirements
Reviewing the applicant against CPCA target companies, sector, location and projected job creation; liaising with the applicants along the process to advise on next steps and inform them of progress of application
Preparing required documentation for approval by the CPCA Investment Secretariat and panel
Liaising with the legal representative to ensure compliance and summary documentation is in place and facilitating the released of funding to successful applicants
Responsibility for moving the applicant through the CRM system and accurately documenting the customer journey
Handling Equity cases with due care & confidentiality and maintaining proper records management to an auditable standard
Required attributes and skills:
Experience of project and/or case management in a financial/professional services or legal environment
Knowledge of case management principles, compliance and reporting
A team player that is also comfortable working on individual tasks; a cooperative and pro-active approach to work is a necessity
Self-starter, who can exercise initiative and can problem solve
Effective communication skills and ability to present information at all levels.
Agile and flexible approach to work to support customers, management and stakeholders
Strong organisational and time management skills
Desired attributes and skills:
Knowledge of national, local or regional funding
Connectivity with the wider UK business/corporate network
Diversity, inclusion and well being
Diversity, inclusion and well-being is an important part of Gateley's culture and values.
We recruit talented people from a diverse range of backgrounds and cultures, providing equal opportunities for all to join our team regardless of age, sex, race, sexual orientation, disability, or culture.
We create an exciting and rewarding place to work that aims to fulfil everyone's potential and together to achieve personal and business goals. We offer flexible working patterns to help our staff achieve a good work/ life balance and we encourage candidates seeking flexibility in their next role to apply for any of our vacancies.
We are proud to have been recognised by The Law Society as gold standard for our Diversity and Inclusion Charter and to be Stonewall Diversity Champions.
Closing Date 25-Oct-2023
Position Full Time
Business Entity Gateley Global
Department Gateley Global
Location United Kingdom
Job Type Experienced Hire
Description
Gateley is a legal and professional services group, with over 580 professional advisers. We support more than 5,700 active clients, ranging from FTSE 100 companies to private individuals, in the UK and beyond.
We are forward thinking and straight talking, our approach is to find solutions to the problems that our clients face.
The Team
Gateley Global brings together a team of experts that help international business to expand into new global markets.
With experience of helping hundreds of businesses to expand internationally and an extensive network of international contacts, we specialise in managing the risk that comes with inward investment projects and international expansion.
We help organisations invest in overseas markets by identifying four key things:
the right location
the right people
the right funding
the right infrastructure
We'll advise you on the right country for your expansion, right down to the specific location within a territory. We can help you set up the right corporate and governance structures and the right bank accounts to access funding. We can assist with personnel matters too, assessing candidates for senior management roles and providing interim non-executive director support.
The Role
This role is a fixed term contract to support in delivery of an equity investment service to Gateley Globals' largest public sector client. This role will focus primarily on supporting the Business Growth Service being run for the Cambridgeshire & Peterborough Combined Authority (CPCA).
The CPCA is the local authority whose remit is to boost the CPCA economy by making it an internationally competitive place to live, learn and work.
CPCA established a new Business Growth Service, Growth Works, to deliver its goal to drive inclusive growth in business and skills across Cambridgeshire & Peterborough. The primary services offered by Growth Works consists of four distinct service lines: Growth Coaching, Skills Development, grants & equity and the attraction of international and domestic inward investment into the region.
The CPCA has contracted Gateley Global to administer an equity scheme on their behalf to provide growth capital or grants that are not generally available from the private sector. This is available to SMEs or larger companies that require investment between £150,000 and £250,000 to provide working capital to fund growth projects in order to create jobs and scale.
The Equity Case manager will receive leads and expressions of interest from the Head of the Equity service. Once a lead has been received, it will be the responsibility of the Equity Case Manager to maintain the customer journey of the companies who have expressed an interest in investment through all aspects of the investment journey.
The Equity Case Manager will be responsible for moving the application through the due diligence process and feeding back to the company on why they were (or were not) successful in securing investment funding.
Key Skills & Experience
The Equity Case Manager role will support the Head of the Equity service in managing a pipeline of applicants to receive an equity investment from the CPCA through the Growth Works Programme. Because the equity investment consists of public sector monies, securing investment is a competitive process and a strict process of evaluation and documentation must be followed.
While the key responsibilities listed in this description must happen in order for this service line to deliver its targets, there is scope for the right person to develop this role and make it their own.
The successful individual will be responsible for:
Checking required documentation for companies expressing an interest in securing equity funding; including due diligence information from lead investor
Facilitating Equity cases against tight timescales whilst also handling the competing priorities of multiple stakeholders.
Utilising the scoring mechanism developed by the Equity Service to prioritise the applicants in line with the levelling up agenda and CPCA requirements
Reviewing the applicant against CPCA target companies, sector, location and projected job creation; liaising with the applicants along the process to advise on next steps and inform them of progress of application
Preparing required documentation for approval by the CPCA Investment Secretariat and panel
Liaising with the legal representative to ensure compliance and summary documentation is in place and facilitating the released of funding to successful applicants
Responsibility for moving the applicant through the CRM system and accurately documenting the customer journey
Handling Equity cases with due care & confidentiality and maintaining proper records management to an auditable standard
Required attributes and skills:
Experience of project and/or case management in a financial/professional services or legal environment
Knowledge of case management principles, compliance and reporting
A team player that is also comfortable working on individual tasks; a cooperative and pro-active approach to work is a necessity
Self-starter, who can exercise initiative and can problem solve
Effective communication skills and ability to present information at all levels.
Agile and flexible approach to work to support customers, management and stakeholders
Strong organisational and time management skills
Desired attributes and skills:
Knowledge of national, local or regional funding
Connectivity with the wider UK business/corporate network
Diversity, inclusion and well being
Diversity, inclusion and well-being is an important part of Gateley's culture and values.
We recruit talented people from a diverse range of backgrounds and cultures, providing equal opportunities for all to join our team regardless of age, sex, race, sexual orientation, disability, or culture.
We create an exciting and rewarding place to work that aims to fulfil everyone's potential and together to achieve personal and business goals. We offer flexible working patterns to help our staff achieve a good work/ life balance and we encourage candidates seeking flexibility in their next role to apply for any of our vacancies.
We are proud to have been recognised by The Law Society as gold standard for our Diversity and Inclusion Charter and to be Stonewall Diversity Champions.
About Gateley