Assistant Portfolio Executive

Full Time
Posted 1 month ago

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) :-


  • 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

Job Features

Job CategoryCommercial Finance, Portfolio Management

Apply Online

A valid email address is required.
A valid phone number is required.