Job Title: Portfolio Executive – 6 month Contract

Location: North West (Home Based)

Salary: £50-£55k plus benefits

About the Company:

We are recruiting for a Fund management company, currently managing a number of funds across the North of England.

Reason for the vacancy – long term sick cover – may have the opportunity to extend but wouldn’t like to commit to this.

Job Description:

  • The Portfolio Executive will assist in the management of portfolio investments and will seek to minimise the risk of financial loss and maximise the profit.
  • The ideal candidate will build close working relationships internally and with external business introducers and service providers. 
  • 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.

Skills and experience needed (essential or preferred):

  • Strong banking technical skills
  • 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.

For more information then please contact Melanie Phillips on 07538 919456 or by email on

MI Analyst – Financial Services

Location: Letchworth Garden City

Salary: Please get in touch for Salary & Package details

Are you an experienced MI analyst with an aptitude for carrying out research?

Do you want to be part of a collaborative, supportive and friendly team that truly supports your growth?

Do you have experience in the Financial Services?

If YES, we want to hear from you!

We are currently searching for a driven and passionate MI Analyst with experience in the financial services to join a busy but friendly team. In this dual role, your time will be split between conducting research and analysis for the Portfolio Management and Credit Operations Team. You will play an integral role by providing insightful MI analysis to senior members of the business that will shape how they continue to deliver their excellent services to customers.

In return, you’ll earn a competitive salary along with an exceptional benefits package (please get in touch for more details) and working from home options. You will also be joining a friendly and social team who genuinely support your career development. Also, by joining a company that is still so young, you will have big impact in the defining of business processes and procedures to ensure it continues to be successful.

To be considered for this role, you must:

  • Have proven MI Analyst experience,
  • Have worked in the financial services, preferably within a lending environment,
  • Be able to conduct research into various areas of the business,
  • Possess the confidence to present your analysis and findings back to the internal team,
  • Be a team-focused and collaborative individual,
  • Be able to spend 3 days per week in the Letchworth Office.

If you feel you have the prerequisite skills and experience for this role then we want to hear from you. To apply, please send your CV via the link below or get in touch with Sophie Cooper on 07432 582 338 or via email at or Melanie Phillips on 07538 919 456 or via email at