Save Job Back to Search Job Description Summary Similar JobsA fantastic opportunity to join an established portfolio managerHands on role where you will be a key contact for the clientAbout Our ClientAn established portfolio manager who offer advisory services as well as management of client portfolios.Job DescriptionA key part of your role will be to ensure that all investments align with the clients risk appetite and ultimately protect the value of the investment portfolio, and where possible minimise any potential losses.While the role isn't heavy on financial modelling, there is a need to have some experience of credit and credit risk, in particular for doing the analytical work, and writing concise and clear reports and then presenting to clients.You will present reports in writing aswell as in person which will be a clear and concise evaluations of their investments - you will carry out regular and detailed credit valuations.As part of portfolio monitoring you will stay informed about market trends and market analysis, and ensure that you proactively update the client on any material changes.You will maintain and prepare reports relating to various watch-lists that monitor trends and the development of their portfolios transactionsThe Successful ApplicantIn order to be considered for this role, you should ideally have a finance, economics or related university degree and have a minimum of 2 years experience in a portfolio management role, or structured finance or leveraged finance.While the portfolio is primarily UK investments, they do have some French exposure, so having French as a language skill would be advantageous. They would be open to other European languages, but French is the preference.You should be confident in your communication skills given this role has a high level of client interactions both in person and by regular detailed reporting.Have strong analytical and technical skills, and be comfortable understanding complex credit risk profilesHave experience of writing concise credit reports, which reference transaction intel, financing structures and sharing an overview of the portfolios investment models **Please note you need to be based in the UK for this role, and sponsorship is not available**What's on OfferYou will be joining an experienced team who are happy to support with your ongoing upskilling and development You will have significant responsibility for the portfolio and you will be the key contact for your client - the role offers a fantastic opportunity to truly run a portfolio and advise a client on your ongoing findings ContactNicola McguaneQuote job refJN-022025-6678816Phone number+44 207 776 5927Job summaryJob functionBanking & Financial ServicesSubsectorDebt / Structured FinanceSectorFinancial ServicesLocationLondonContract typePermanentConsultant nameNicola McguaneConsultant phone+44 207 776 5927Job referenceJN-022025-6678816
