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 North Wales. 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 LI-CC1