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Wrexham

    Managing Director - Wrexham, Wales, United Kingdom - FaulknerScott

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    Description
    Portfolio Executive // Wrexham // £45K // Hybrid //


    The main aspect of this role is to act as the Account Manager and primary point of contact for a portfolio of underperforming business investments, attend and conduct meetings with portfolio companies as appropriate and develop and implement recovery strategies whilst building an in-depth understanding of, and close working relationship with, clients and to maximise the returns on such investments.

    Take responsibility for the management of a portfolio of investments identified as presenting the risk of financial loss.
    Develop action plans for underperforming and at risk investments, with the agreement of the Portfolio Manager/Chief Risk Officer
    Where appropriate, introduce third party strategic, financial, operational or other support to client businesses.
    Collect financial information, and prepare necessary reports on performance of client companies.
    Support the drive to continuously improve investment performance.
    Identify and report any recurring themes arising from financial analysis inform future Investment and Portfolio Management strategies.
    Driving Licence is required as you will need to visit client sites.

    ACCA/ACMA/CIMA qualified or a holder of a similar accountancy qualification or a minimum five years experience working within Corporate Insolvancy with experience of analysing financial information.

    30 days annual leave + bank holidays
    Contributionary pension plan
    Life Assurance
    Learning & Development opportunities
    Portfolio Executive // Wrexham // £45K // Hybrid //


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