The Vacancy

We are recruiting two positions, one based in South Wales and one in North Wales.

Through proactive monitoring of portfolio debt investments, the Portfolio Monitoring team seek to develop investment opportunities and minimize the risk of financial loss to [Employer hidden — sign up to reveal].

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.

Strong banking technical skills, attention to detail and a proactive hands on approach are essential prerequisites for this role.

Please view role profile for full role details.

About Us

Our mission is to unlock economic potential in Wales and enhance the local economy by providing sustainable, effective finance. When our businesses thrive, they create a higher number of better quality jobs. The taxes they pay strengthen our public finances. The people they employ strengthen our communities. When Welsh businesses are strong, Wales is strong.

An Employer of Choice

Attracting talent

• Offering a competitive salary and benefits package
• Providing office spaces and a work environment that promotes smarter working
• Encouraging our colleagues to adopt a working pattern that fits in with their personal circumstances as well as the business needs

Valuing our people

• Delivering a well–being programme each year targeted at physical and mental well–being
• Achieved certification by 'Great Place To Work' and included in the UK's Best Workplaces™ list.
• Using exit interviews to seek feedback and continuously improve
• Acting on feedback from annual staff surveys and other feedback throughout the year
• Continuously reviewing performance statistics and acting where appropriate

Building on our performance culture

• Aligning our objectives with our business goals and recognising great performance
• Investing in our colleagues’ development by providing a range of training opportunities to meet individual, team, and business needs
• Rolling out the career progression framework providing a structured opportunity to progress all parts of the business

Encouraging innovation and engagement

• Delivering smarter working and digital transformation, measuring the impact on job satisfaction and productivity
• Holding regular innovation workshops and encouraging agile projects through our project initiatives
• Promoting an inclusive culture through regular newsletters and communication and a collaborative means of gathering and using feedback from across [Employer hidden — sign up to reveal]
• Actively seeking feedback from our colleagues, particularly at the half year and annual events

The Benefits

• Flexible working
• Pension contributions
• Cycle to work scheme
• Employee Assistance Programme
• State of the art IT equipment
• Volunteer days

Documents

• Role Profile - Portfolio Monitoring Executive - Download
• Proffil rol - Swyddog Monitro Portffolio - Download