Job Description
Job title:
Portfolio Executive
Salary:
up to £50,000 + bonus
Location
: Cardiff/remote
Vargo is working alongside a well-known financial services business to recruit a Portfolio Executive in Cardiff.
Responsibilities
* Oversee a portfolio of high-risk investments, implementing strategies for effective risk mitigation and optimal returns.
* Cultivate strong relationships with client businesses, ensuring up-to-date insights into their circumstances.
* Facilitate third-party support when necessary, actively participating in meetings to drive successful investment recovery.
* Generate precise documentation for client companies and craft insightful reports on portfolio performance.
* Assess potential investments in distressed companies, delivering balanced recommendations to senior management.
* Identify recurring themes/issues to shape future investment and portfolio management strategies.
Requirements
* Accounting or banking experience
* Comprehensive understanding of company law, insolvency law, and finance-related regulations.
* Experience in a financial or numerate environment, with proficiency in analyzing financial information.
Benefits
* Pension plan
* Annual Bonus
* 30 days annual leave
* BUPA health care
* Dental cover
* Flexible/hybrid working
* Other benefit details available on request