We are recruiting for a Portfolio Executive to join our Portfolio Monitoring team.
We are recruiting two positions, one based in South Wales and one based in North Wales.
Through proactive monitoring of portfolio debt investments, the Portfolio Monitoring team seek to develop investment opportunities and minimize the risk of financial loss to the Development Bank.
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. A comprehensive understanding of the post holder’s portfolio will be maintained through routine monitoring and contact. Where investments have been identified as either being at risk or having significant growth potential make suitable cross references to the most appropriate portfolio team.
Strong banking technical skills, attention to detail and a proactive hands on approach are essential prerequisites for this role.
Please view role profile for full role details.