Portfolio support executive

We are recruiting for a portfolio support executive based out of Wales. Competitive salary starting from £29,875.

Job purpose

Where investments have been identified as “at risk”, the risk & restructuring team’s primary responsibility is the development of an in-depth understanding of and close working relationship with portfolio clients and to maximise the returns on such investments.

Act as the account manager and primary point of contact for a portfolio of underperforming micro loan investments. Attend and conduct meetings with portfolio companies as appropriate. Develop and implement recovery strategies.

To ensure that the highest level of investment and administrative support for all aspects of the risk, compliance & legal team’s activities are carried out efficiently and professionally.

To provide specialist operational support in the delivery of the department’s day-to-day activities, operational plan objectives, and on-going development.

Main duties and responsibilities

Portfolio Management

  • Take responsibility for the management of a portfolio of “micro” investments identified as presenting the risk of financial loss to the Development Bank of Wales.
  • Act as a point of reference for portfolio executives in the micro loans team as regards the management of stressed businesses.
  • Develop appropriate action plans for underperforming and/or “at risk” investments, with the agreement of the portfolio manager/director – risk, compliance & legal to maximise returns to the development bank, including driving turnaround plans, exit strategies and recovery action, as appropriate.
  • Support the group’s drive to continuously improve investment performance. Identify and report any recurring themes/issues arising from analysis of the circumstances giving rise to underperforming/distressed clients to inform future investment and portfolio management strategies.
  • Maintain regular, proportionate contact with client businesses in the risk & restructuring portfolios to ensure both an up to date understanding of their circumstances, and to foster productive relationships with management. Contact strategies to be tailored to the circumstances of the business in question.
  • Where appropriate, introduce third party support to client businesses, drawing on links with Insolvency Practitioners, and the wider business advisory community.
  • Attend meetings with clients and intermediaries to promote successful recovery of the Development Banks’ investments.
  • Maximise the collation of accurate KPI data from portfolio businesses in a timely fashion.
  • Ensure compliance with Financial Conduct Authority requirements regarding regulated consumer credit.
  • Produce and maintain accurate documentation for all client companies’ activities.
  • 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.

Risk Documentation

  • As an active member of the department, assist closely with the investment restructure and/or recovery process, including the co-ordination and, where appropriate, production of legal and drawdown documentation, and liaison with external consultants.
  • Support team recovery activity and compliance with Consumer Credit Act requirements through the implementation of DBW’s default procedures, including production of formal demand, default and arrears correspondence, etc.

Administrative Support

  • Manage all investment related documentation and data capture systems including CRM, SharePoint, etc. for the department.
  • Prepare documentation, reports, minutes and agendas in support of team and other meetings.
  • Where necessary, provide support for the compilation and checking of investment and restructuring files prior to draw down.
  • Any other task as may be defined by the portfolio manager/director – risk, compliance & legal to meet the operational needs of the department.

Knowledge, skills, abilities and experience


  • Self-motivated with the ability to take a proactive approach and work efficiently with minimal supervision.
  • Comfortable in dealing with time critical client sensitive work.
  • Results focused. The ability to prioritise and organise workload and to work effectively under pressure and meet targets.
  • Drive and determination to complete work to high qualitative standards.
  • An understanding of company law and insolvency law and practice.
  • An understanding of the law relating to finance related activity and practice, including lending governed by the Consumer Credit Act.
  • Good communication, influencing and interpersonal skills. The ability to adapt one’s approach in order to foster productive working relationships with the owners of distressed client businesses. 
  • Problem solving and negotiation skills.
  • Strong organisation and administrative skills.
  • Attention to detail.
  • Committed to developing knowledge and expertise.
  • IT/PC literate with ability to use Microsoft Office Packages.
  • Educated to a good standard of general education – GCSE, NVQ Level 2/3 or equivalent standard


  • Welsh speaker
  • An awareness of SME business issues in Wales


To apply for this role, please go to https://recruitment.developmentbank.wales/

Closing date

25th July 2022