Portfolio Executive

Portfolio Executive

Bristol, Bath - Covering South West

£Competitive Salary

Our client has an exciting opportunity for a Portfolio Executive to cover the South West, monitoring their portfolio investments, which will primarily be made across North Somerset, Bath, Bristol, Wiltshire and Gloucestershire. The role will involve relationship management of a portfolio of business clients, minimising the risk of financial loss and providing follow on funding as needed. The role will also cover some investments made in the North of England.

With excellent communication skills, you will build close working relationships with the relevant clients, internal colleagues and with external business introducers and service providers to increase their market knowledge and ability to provide added value to portfolio clients. You will ensure a comprehensive understanding of the portfolio is maintained through routine monitoring and contact and where investments have been identified as either being at risk or having significant growth potential, make suitable cross references to the most appropriate portfolio team or external providers. The role will also involve representing the South West Investment Fund within the professional community and at events with a view to supporting with the identification of suitable investment opportunities.