Job Title: Assistant Portfolio Executive

Location: Liverpool / Preston

Salary: Up to £45k

About the Company:

Our Client is an investment funder who specialises in the SME finance sector by delivering investment funds which help business prosper. They support businesses by providing loans both long and short term to support their growth and expansion.

Job Description

The role of Assistant Portfolio Executive is to ensure that the highest level of portfolio and administrative support for all aspects of Portfolio activity are carried out efficiently and professionally. You will be required provide specialist operational support in the delivery of the department’s on-going development and day-to-day functions.  The ideal candidate will need to build close working relationships internally as well as having a comprehensive understanding of external customer requirements, both portfolio customers and stakeholders. This is key in ensuring excellent customer service and maintaining a strong reputation in the marketplace. You will have well developed interpersonal and problem solving ability, strong financial technical skills, attention to detail and a proactive, hands on approach are also essential prerequisites for this role.

Skills and Experience needed (essential or preferred) :-

Essential

  • Strong written and oral communication and interpersonal skills
  • Organisation and administrative skills
  • Self-motivated with the ability to work independently and as part of a team
  • Confident in own decision making skills
  • Ability to prioritise and organise work under pressure
  • Experience of analysing financial information
  • Comfortable in dealing with client sensitive work
  • Results focused
  • Strong team player
  • The ability to prioritise and organise work under pressure and meet targets. Drive and determination to complete work in a qualitative manner
  • Strong problem solving skills
  • Relevant professional qualification or relevant industry experience in banking or accountancy
  • Bank/funding experience
  • An awareness of business issues and the SME market in the North West

For more information or to send applications please send your details to Melanie Phillips on Melanie@cfrecruitment.co.uk

Job Title: Portfolio Executive

Location: Liverpool / Preston

Salary: Up to £55k

About the Company:

Our Client is an investment funder who specialises in the SME finance sector by delivering investment funds which help business prosper. They support businesses by providing loans both long and short term to support their growth and expansion.

Job Description

The ideal candidate will assist in the management of the portfolio investments made by any part of the Bank. Through proactive monitoring of portfolio investments, you will seek to minimise the risk of financial loss and maximise the profit from the Bank.  You 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 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.

Skills and Experience needed (essential or preferred) :-

Essential

    • An awareness of business issues and the SME market in the North West.
    • A flexible approach to working hours
    • Presentation skills
      • Self-motivated with the ability to take a proactive approach and work efficiently without supervision. Comfortable in dealing with time critical client sensitive work
      • Results focused
      • Strong team player
      • 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
      • An understanding of company law and board procedures
      • Ability to assess investment proposals and construct balanced investment
      • Proposals and 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
      • IT/PC literate with ability to use Microsoft Office packages.

For more information or to send applications please send your details to Melanie Phillips on Melanie@cfrecruitment.co.uk