Portfolio Executive – 6 month Contract

Home Based, North West
Posted 1 month ago

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 melanie@cfrecruitment.co.uk

Job Features

Job CategoryBanking, Commercial Banking, Commercial Finance, Portfolio Management

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