Investment Portfolio Manager
Investment Portfolio Manager
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Job Description
Job Description
Job title: Investment Portfolio Manager
Salary: 55k 60k
Location: Bristol (hybrid working possible)
Reporting to: Finance Director
Hours: Full Time/Part Time (minimum 4 days)
Our Client
Our client is a leading placebased impact investor based in central Bristol.
They are looking for a confident and ambitious Investment Portfolio Manager with excellent knowledge of appraising different business models to come and join their small team.
Investment Portfolio Manager The Role
You will be responsible for developing evaluating and managing investment opportunities to drive social change in the local community. Youll also need to be an effective communicator and peopleperson as you will be interacting with a wide variety of stakeholders including investees board members commercial lenders and investors.
As Investment Portfolio Manager your responsibilities will include:
- Developing financial models to create scenario analysis for existing investments;
- Monitor financial performance repayments and recoveries across the investment portfolio;
- Reporting key performance information to Investment Committees;
- Critically appraising potential investments having regard to assumptions and associated risks;
- Support completion of transactions through due diligence and related credit analysis;
- Assisting Finance Director with borrowing arrangements and treasury;
- Assist with business plans management accounts budgets and cashflow forecasts.
The Successful Applicant
As Investment Portfolio Manager you will be a qualified accountant (ACCA/CIMA/ACA) with experience in audit corporate finance business partnering or FP&A.
You will be motivated to succeed in a fastpaced entrepreneurial environment and both eager and determined to solve problems in the face of competing challenges.
Key attributes include:
- Strong financial modelling skills;
- Ability to assess investment opportunities including risk and return measures;
- Property experience desirable;
- A passion for improving social environmental and economic development;
- Excellent understanding of P&Ls cash flows and different business models;
- Ability to multitask and manage deadlines;
- Excellent communication and report writing skills;
- Strong analytical skills with ability to identify opportunities and risks;
- Selfstarter with can do attitude who thrives in an entrepreneurial environment;
- SME or corporate finance experience desirable;
- Well organised and excellent attention to detail.
Please note that due to the volume of applicants we have for these types of roles we will be unable to progress your application unless you include a cover letter addressing the requirements above and answering the following questions in your application.
- Are you a qualified accountant (ACCA/CIMA/ACA)
- Do you have property experience
- Do you have an understanding of corporate finance
- Do you have strong financial modelling skills
- Have you maintained an investment portfolio
Artemis Clarke Ltd acts as an employment agency for permanent recruitment. By applying for this role you accept the T&Cs Privacy Policy and Disclaimers which can be found at .
Required Experience:
Manager
Employment Type
Full-Time
