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Investment Fund Portfolio Executive

  • Location: Leeds
  • Salary: £55000 - £65000 per annum + Pension, Healthcare, 20% Bonus, Other
  • Job Type:Permanent

Posted about 1 month ago

  • Sector: Finance, Executive Finance
  • Contact: Leeds Profession
  • Contact Email:
  • Expiry Date: 03 April 2021
  • Job Ref: CMO36348_1614876659

Are you an experienced Relationships Manager, or Portfolio Manager looking to maybe break from traditional Banking?
Are you a qualified accountant with strong relationships management skills looking to break out of Professional Practice?

This UK leading SME growth Investor currently has a rare opportunity for someone to join the business as Portfolio executive, overseeing the West Yorkshire region.

You will work to build close working relationships both internally & externally with business introducers, and service providers, and have the ability to add value to portfolio clients. This will be achieved by building a comprehensive understanding of the portfolio companies' businesses and maintained via routine monitoring and contact. Where investments have been identified as being either at risk, or having significant growth potential, you will be skilled in making concise referrals to the appropriate portfolio team. The postholder shall also have responsibility for the appraisal of any follow-on investment packages.

Strong financial technical skills, a proactive approach and an ability to work in a hands-on manner are essential in this role, as is the ability to build strong board level relationships where you can influence decision making to positive outcomes.

This role is truly a rarity, and likely to suit someone from either a Banking or Professional Practice background.

Follow the application process for a confidential chat in the first instance.

Sharp Consultancy is a finance and accountancy recruitment specialist assisting accounting and finance divisions of businesses in the Yorkshire and Derbyshire area. With over 25 years' experience we pride ourselves on sourcing excellent finance professionals across all divisions of an accounts function, from finance administrators through to senior Finance Director appointments. Please visit our website for more information on accountancy jobs or accountancy recruitment; finance jobs or finance recruitment.

Candidates must be eligible to work in the UK full time without restriction. To apply please send your CV to the e-mail address stated, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore if we have not responded to your application within seven days please note that on this occasion your application has not been successful.