At a Glance
- Tasks: Monitor and manage a portfolio of business loans, supporting Welsh companies to thrive.
- Company: Join the Development Bank of Wales, dedicated to empowering local businesses.
- Benefits: Competitive salary, professional development, and a chance to make a real impact.
- Other info: Dynamic team environment with opportunities for career advancement.
- Why this job: Use your financial expertise to support growth and innovation in Welsh businesses.
- Qualifications: Experience in banking or finance, strong analytical skills, and a customer-focused mindset.
The predicted salary is between 40500 - 49500 £ per year.
Are you an experienced banking, accountancy or finance professional looking to use your financial expertise to support and grow Welsh businesses?
The Development Bank of Wales is looking for a proactive individual to join our Portfolio Monitoring Team as a Portfolio Monitoring Executive.
This is an exciting opportunity to manage and monitor a portfolio of business loans, supporting portfolio companies to achieve their potential.
You’ll build strong relationships with client businesses, maintaining a detailed understanding of their performance and financial position.
Working closely with Senior Portfolio Executives and Portfolio Managers, you’ll analyse financial information, identify emerging risks and opportunities, and recommend appropriate actions to support effective portfolio management.
This role would suit someone with experience in banking, accountancy or a similar financial environment who combines strong technical skills with sound commercial judgement and a customer-focused approach.
- What you'll be doing
- Monitoring a portfolio of Development Bank loans and maintaining an up-to-date understanding of each client’s financial position.
- Building effective relationships with client businesses through regular, tailored contact, including attending board meetings where appropriate.
- Reviewing and analysing financial, commercial and management information to assess the performance of portfolio companies.
- Developing appropriate action plans in collaboration with Senior Portfolio Executives and Portfolio Managers.
- Conducting robust financial, commercial and management due diligence when considering follow-on investment opportunities.
- Preparing balanced recommendations for additional investment for consideration by senior colleagues or the Investment Committee.
- Identifying emerging risks, growth opportunities and ways to add value to portfolio companies.
- Delivering a high standard of customer service and supporting good outcomes for customers, including those who may be vulnerable.
We’re particularly interested in individuals with strong banking or accountancy experience who can interpret complex financial information, manage client relationships and make balanced commercial recommendations.
You will ideally have
- Experience working in a relationship-management role within banking or a similar financial environment.
- Strong experience of analysing company financial information to a high standard.
- A relevant professional qualification or suitable industry experience in banking or accountancy.
- The ability to assess investment opportunities, identify risks and develop balanced recommendations.
- Strong communication, influencing, interpersonal and problem-solving skills.
- Excellent organisation skills, with the ability to prioritise time-critical and client-sensitive work.
- A proactive, self-motivated and results-focused approach, alongside the ability to work effectively as part of a team.
- An understanding of company law and board procedures.
- #J-18808-Ljbffr
Portfolio Monitoring Executive in Cardiff employer: Development Bank of Wales
The Development Bank of Wales is an exceptional employer, offering a dynamic work culture that prioritises employee growth and development within the financial sector. Located in South East Wales, we provide our team with unique opportunities to engage with local SMEs, fostering meaningful relationships while contributing to the economic landscape. Our commitment to professional development and a supportive environment makes us an attractive choice for those seeking a rewarding career in investment and lending.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Monitoring Executive in Cardiff
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Development Bank of Wales. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Monitoring Executive in Cardiff
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Development Bank of Wales.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Development Bank of Wales's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Development Bank of Wales
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Development Bank of Wales.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Development Bank of Wales will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Development Bank of Wales employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
