Portfolio Executive
Portfolio Executive
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Job Description
We have an exciting opportunity for a self-motivated and proactive Portfolio Executive to cover areas across South Wales acting as the primary point of contact for underperforming investments and helping to maximise the returns on these investments. A strong communicator you will develop and maintain good working relationships with clients as well as both internal and external stakeholders to diagnose the causes of underperformance and identify and implement turnaround plans. You will ensure a comprehensive understanding of the underperforming investments making sure that clients are kept informed of the circumstances and develop strategies to turnaround the investment or provide exit strategies. With a meticulous approach you will maintain accurate records for all relevant activities and attend regular meetings to promote the successful recovery of the investments.
Were looking for a driven individual who thrives under pressure and can work to tight deadlines. Confident and influential you will feel at ease building strong relationships with clients and acting as an ambassador for Development Bank of Wales. With experience of working in a financial or similar numerate environment youll have an awareness of analysing financial information and demonstrate a robust working knowledge of the law relating to Finance activity and practice. As you will be expected to travel across your territory a full UK driving licence is a prerequisite.
INDMED
About us
Our mission is to unlock economic potential in Wales and enhance the local economy by providing sustainable effective finance.
When our businesses thrive they create a higher number of better quality jobs. The taxes they pay strengthen our public finances. The people they employ strengthen our communities.When Welsh businesses are strong Wales is strong.
An employer of choice
We continuously monitor industry best practices so we can deliver excellence while offering our colleagues flexibility and a great work/life balance:
- Offering a competitive salary and benefits package
- Providing office spaces and a work environment that promotes smarter working
- Encouraging ourcolleaguesto adopt a working pattern that fits in with their personal circumstances as well as the business needs
We champion an equal and diverse workplace and continually implement strategies to make sure were always achieving this:
- Delivering awellbeing programmeeach year targeted at physical and mental wellbeing
- Achieving accreditation of gold standard with Chwarae Teg and seeking accreditation with Stonewall and the Corporate Health Standard
- Using exit interviews to seek feedback and continuously improve
- Acting on feedback from annual staff surveys and other feedback throughout the year
- Continuously reviewing performance statistics and acting where appropriate
We deliver a dedicated wellbeing strategy that supports the mental physical and financial wellbeing of our colleagues:
- Aligning our objectives with our business goals and recognising great performance
- Investing in our colleagues development by providing a range of training opportunities to meet individual team and business needs
- Rolling out the career progression framework providing a structured opportunity to progress all parts of the business
People are our greatest asset and fundamental to our longterm success:
- Delivering smarter working and digital transformation measuring the impact on job satisfaction and productivity
- Holding regular innovation workshops and encouraging agile projects through our project initiatives
- Promoting an inclusive culture through regular newsletters and communication and a collaborative means of gathering and using feedback from across the Development Bank Group
- Actively seeking feedback from our colleagues particularly at the half year and annual events
The benefits
Below is a taste of what we offer. Check out the full list here.
Wellbeing
Career progression
Hybrid
working
Work life
balance
Documents
Employment Type
Full-Time
