Portfolio Monitoring Executive

We are recruiting for a Portfolio Monitoring Executive based out of Cardiff or Llanelli.

Job purpose

Assist in the management of the Development Bank of Wales portfolio investments. Through proactive monitoring of portfolio debt investments, seek to minimise the risk of financial loss to the Development Bank.

The post holder will need to build close working relationships internally and with external business introducers and service providers to increase their market knowledge and ability to provide added value to portfolio clients. A comprehensive understanding of the post holder’s portfolio will be maintained through routine monitoring and contact. 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.

The Portfolio Executive will be responsible for appraising follow-on investments. Strong banking technical skills, attention to detail and a proactive hands on approach are also essential prerequisites for this role.

Main duties and responsibilities

  • Monitor a portfolio of Development Banks loans.
  • Develop an appropriate plan of action with the agreement of the Senior Portfolio Executive and/or Portfolio Manager to ensure detailed portfolio monitoring.
  • Maintain appropriate contact with client businesses to develop an up-to-date understanding of the businesses and its financial position. Such contact to be tailored to suit the needs of each client and may include attendance at board meetings.
  • 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.  Make balanced recommendations to the Portfolio Manager/ Portfolio Director or Investment Committee where additional rounds of investment are required.
  • Seek out opportunities to add value to portfolio companies through referrals to intermediaries, business consultants and Business Wales.
  • Develop and enhance Development Banks reputation as a professional investment provider.
  • Ensure that all interactions with internal and external bodies and members are conducted in accordance with the highest standards of customer service to ensure timely feedback to appropriate parties.
  • Undertake other duties on an ad hoc basis when required by the company.

Knowledge, skills, abilities and experience


  • Self-motivated with the ability to take a proactive approach and work efficiently without supervision. Comfortable in dealing with time critical client sensitive work.
  • Results focused.
  • Strong team player
  • The ability to prioritise and organise work under pressure and meet targets. Drive and determination to complete work in a qualitative manner.
  • Good communication, influencing and interpersonal skills. Strong problem solving skills.
  • An understanding of company law and board procedures.
  • Ability to assess investment proposals and construct balanced investment proposals.
  • 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.
  • IT/PC literate with ability to use Microsoft Office packages.
  • Relevant professional qualification or relevant industry experience in banking or accountancy.
  • Driving licence.


  • An awareness of business issues in Wales
  • A flexible approach to working hours
  • Presentation skills
  • Welsh speaker


To apply for this role, please go to our recruitment page

Closing date: 23 May