Portfolio Executive

Job purpose

Management of a portfolio of investments, based in both the South West and North West of England, through proactive monitoring of the portfolio, seeking to minimise the risk of financial loss and maximise the profit. 

The post holder will need to build close working relationships internally and with external business introducers and service providers to increase their market knowledge and ability to provide added value to portfolio clients. 

Main Duties and Responsibilities:

• Monitoring an agreed number of portfolio clients. 
• Develop an appropriate plan of action with the agreement of the Portfolio Manager to ensure detailed portfolio monitoring. 
• Maintain regular contact with clients to develop and sustain an up-to-date understanding of their businesses and their financial position. Such contact to be tailored to suit the needs of each client. 
• Produce and maintain relevant, accurate monitoring systems for all client companies’ activities. 
• Monitor and assess relevant information including financial information to prepare necessary reports on performance of portfolio companies.
• Make balanced recommendations to senior management where additional rounds of investment are required. 
• Seek out opportunities and  provide further funding to portfolio companies. 
• Develop and enhance the organisation’s reputation as a professional investment provider. 
• Ensure that all interactions with internal and external bodies and members are conducted in accordance with the highest standards of customer service to ensure timely feedback to appropriate parties. 
• Undertake other duties on an ad hoc basis when required by the Portfolio Manager. 

Knowledge, Skills, Abilities and Experience 

Essential 

• Self-motivated with the ability to take a proactive approach and work efficiently without supervision.
• Comfortable in dealing with time critical client sensitive work.
• The ability to prioritise and organise work under pressure and meet targets.
• Drive and determination to complete work in a qualitative manner. 
• Good communication, influencing and interpersonal skills. Strong problem solving skills. 
• Ability to assess investment proposals and construct balanced investment proposals with a high level of attention to detail.
• Experience of working in a relationship management role within a bank or similar financial environment and in particular experience of analysing financial information to a high level. 
• Relevant professional qualification or relevant industry experience in banking or accountancy. 

Desirable 

• Previous leveraged finance or corporate finance experience within the Corporate and Commercial SME market.
• Knowledge and understanding of the role of the public sector in SME finance.
• Understanding of the regional business environment. 

Other requirements

• Driving Licence
• IT literate to include the use of Microsoft Team, PowerBI, Word, Excel, Power Point and CRM systems

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