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Portfolio Monitoring Executive

United Kingdom, Cardiff or Llanelli · Job Posted December 27, 2025
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Job Description

We are recruiting for a Portfolio Monitoring Executive / Senior Portfolio Monitoring Executive to join our Portfolio Monitoring team. Through proactive monitoring of portfolio debt investments, the Portfolio Monitoring team seek to develop investment opportunities and minimize the risk of financial loss to the Development Bank.

Job Responsibility

  • Proactive monitoring of portfolio debt investments
  • Develop investment opportunities
  • Minimize risk of financial loss
  • Build close working relationships internally and externally
  • Increase market knowledge
  • Provide added value to portfolio clients
  • Maintain comprehensive understanding of portfolio through routine monitoring and contact
  • Identify investments at risk or with growth potential
  • Make cross references to appropriate portfolio team
  • For Senior role: Manage larger and more complex portfolio investments
  • Line management of Portfolio Executives
  • Appraise, assess and sanction applications for follow-on investments
  • Deputise for Portfolio Manager on occasion

Requirements

  • Strong banking technical skills
  • Attention to detail
  • Proactive hands on approach
  • Ability to build close working relationships internally and externally
  • Comprehensive understanding of portfolio
  • For Senior role: Line management experience
  • Experience appraising, assessing and sanctioning applications for follow-on investments

What we offer

  • Wellbeing
  • Career progression
  • Hybrid working
  • Work life balance

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