Portfolio Executive London

3 weeks ago

London, United Kingdom Aimée Willow Connex Full time

Portfolio Executive - London Support

London

The role of the Portfolio Executive is client focused, supporting, and assisting a range of UK based SME businesses, typically asset secured with short to medium term facilities ranging from 50K to 5m. It is the Portfolio Executives responsibility to provide client support across all aspects of the client relationship, delivering excellent customer service, responding to, and dealing with a wide range of queries.

The Role Responsibilities / Accountabilities
- Supporting Relationship Managers client portfolio in all aspects of the client journey and experience
- Managing client files on the Client Relationship Management (CRM) system
- Assisting in the chasing and collation of client documentation both in the onboarding journey and during the client lifetime
- Preparing and completing client files to support client reviews for increase, extension or preparing for exit of facilities
- Assisting in the delivery of new clients, liaising with multiple stakeholders, whether internal (finance, sales) or external (Solicitors, Accountants, Introducers)
- Monitoring and providing supportive oversight for management of risk, including preparation of reviews, chasing and some analysis of information (e.g., financial, and general compliance with the terms of the client facility), contribute to debate on potential client strategies, and escalating concerns as necessary in client conduct.
- Ability to demonstrate an understanding of the regulatory framework relevant to the role
- Liaising with the wider team to maintain operational efficiency and promote best practise thinking
- Customer service experience prepared to go above and beyond to help clients
- Excellent attention to detail
- Administration experience
- Enjoy working in a fast-paced environment
- Strong communication skills

Financial experience is desirable but not essential as full training is provided

  • Portfolio Executive

    10 hours ago

    London, United Kingdom Aimeewillow Full time

    The role of the Portfolio Executive is client focused, supporting, and assisting a range of UK based SME businesses, typically asset secured with short to medium term facilities ranging from £50K to £5m. It is the Portfolio Executives responsibility to provide client support across all aspects of the client relationship, delivering excellent customer...

  • Systematic Portfolio Manger

    1 month ago

    London, United Kingdom Hunters of London Full time

    Posted by - Jason Hunter- RecruiterWe seek to produce high-quality predictive signals (alphas) through our proprietary research platform to employ financial strategies focused on market inefficiencies. Our teams work collaboratively to drive the production of alphas and financial strategies - the foundation of a balanced, global investment platform. Join a...

  • Sales Executive

    3 hours ago

    London, United Kingdom Sofitel London Heathrow Full time

    *Sales Executive - Sofitel London Heathrow* The Sofitel London Heathrow is part of the Arora Group. Our company is focused on our people, promoting diversity and friendly work environment. With more than 70 languages spoken, we created a culture of excellence for all our employees. Sales Executive Competitive with great benefits *We treat our team like...

  • ESG Aware Fund of Alternative Funds Portfolio Manager

    4 days ago

    London, UK, United Kingdom Page Executive Full time

    Our client is a prestigious international investment management firm with a long track record in London Description We seek an experienced and dynamic ESG Aware Fund of Alternative Funds Portfolio Manager (Director) to join our client's prestigious international investment management firm based in London. This role presents a unique opportunity for a...

  • ESG Aware Fund of Alternative Funds Portfolio Manager

    2 weeks ago

    London, United Kingdom Page Executive Full time

    Our client is a prestigious international investment management firm with a long track record in London Description We seek an experienced and dynamic ESG Aware Fund of Alternative Funds Portfolio Manager (Director) to join our client's prestigious international investment management firm based in London. This role presents a unique opportunity for a...

  • ESG Aware Fund of Alternative Funds Portfolio Manager

    3 weeks ago

    London, United Kingdom Page Executive Full time

    Our client is a prestigious international investment management firm with a long track record in London Description We seek an experienced and dynamic ESG Aware Fund of Alternative Funds Portfolio Manager (Director) to join our client's prestigious international investment management firm based in London. This role presents a unique opportunity for a...

  • Sales Executive

    13 hours ago

    London , London, UK, United Kingdom Sofitel London Heathrow Full time

    Sales Executive - Sofitel London Heathrow The Sofitel London Heathrow is part of the Arora Group. Our company is focused on our people, promoting diversity and friendly work environment. With more than 70 languages spoken, we created a culture of excellence for all our employees. Sales Executive Competitive with great benefits We treat our team like family...

  • Sales Executive

    1 week ago

    London, United Kingdom Sofitel London Heathrow Full time

    Sales Executive - Sofitel London Heathrow The Sofitel London Heathrow is part of the Arora Group. Our company is focused on our people, promoting diversity and friendly work environment. With more than 70 languages spoken, we created a culture of excellence for all our employees. ...

  • Sales Executive

    14 hours ago

    London, United Kingdom Sofitel London Heathrow Full time

    Sales Executive - Sofitel London Heathrow The Sofitel London Heathrow is part of the Arora Group. Our company is focused on our people, promoting diversity and friendly work environment. With more than 70 languages spoken, we created a culture of excellence for all our employees. ...

  • Sales Executive

    11 hours ago

    London, United Kingdom Sofitel London Heathrow Full time

    Sales Executive - Sofitel London Heathrow The Sofitel London Heathrow is part of the Arora Group. Our company is focused on our people, promoting diversity and friendly work environment. With more than 70 languages spoken, we created a culture of excellence for all our employees. Sales Executive Competitive with great benefits We treat our team like family...

  • Portfolio Executive

    4 weeks ago

    London, United Kingdom Coniston Capital Management LLP Full time

    **Job Profile**: - The Portfolio Executive will design and deliver value creation projects across the portfolio; reporting directly to the CEO and Coniston Investor Director. - Value creation projects can range from launching a new service/product to leading M&A campaigns and integrating acquisitions. - Opportunity to progress within Coniston as an integral...

  • ESG Aware Fund of Alternative Funds Portfolio Manager

    4 weeks ago

    City of London, United Kingdom Page Executive Full time

    About Our Client Our client is a prestigious international investment management firm with a long track record in London Job Description We seek an experienced and dynamic ESG Aware Fund of Alternative Funds Portfolio Manager (Director) to join our client's prestigious international investment management firm based in London.This role presents a unique...

  • Challenge Events Executive

    2 weeks ago

    London, United Kingdom Eden Brown Synergy Full time

    Are you looking for an exciting new opportunity as a Challenge Events Executive to work on an exciting portfolio of Mass Participation events? Eden Brown charities is delighted to be working in partnership with an incredible UK leading health Charity to recruit them their next Challenge Events Executive. About The Role As Challenge Events Executive...

  • Challenge Events Executive Portfolio

    2 weeks ago

    London, United Kingdom Eden Brown Synergy Full time

    Are you looking for an exciting new opportunity as a Challenge Events Executive to work on an exciting portfolio of Mass Participation events? Eden Brown charities is delighted to be working in partnership with an incredible UK leading health Charity to recruit them their next Challenge Events Executive. About The RoleAs Challenge Events Executive you will...

  • Challenge Events Executive

    2 weeks ago

    London, United Kingdom Eden Brown Synergy Full time

    Are you looking for an exciting new opportunity as a Challenge Events Executive to work on an exciting portfolio of Mass Participation events? Eden Brown charities is delighted to be working in partnership with an incredible UK leading health Charity to recruit them their next Challenge Events Executive. About The Role As Challenge Events Executive you will...

  • Senior Portfolio Manager

    2 months ago

    London, United Kingdom Delta Executive Search Full time

    A Global US Hedge Fund, which has been growing rapidly over the last few years, is looking for experienced Portfolio Managers to build out their Commodities Strategies across the board. They are looking to expand aggressively into the space and are willing to allocate significant capital.Requirements:2+ years verifiable track record with positive...

  • Senior Portfolio Manager

    4 days ago

    London,, UK, United Kingdom Delta Executive Search Full time

    A Global US Hedge Fund, which has been growing rapidly over the last few years, is looking for experienced Portfolio Managers to build out their Commodities Strategies across the board. They are looking to expand aggressively into the space and are willing to allocate significant capital.Requirements:2+ years verifiable track record with positive...

  • Senior Portfolio Manager

    4 weeks ago

    London, United Kingdom Delta Executive Search Full time

    A Global US Hedge Fund, which has been growing rapidly over the last few years, is looking for experienced Portfolio Managers to build out their Commodities Strategies across the board. They are looking to expand aggressively into the space and are willing to allocate significant capital. Requirements: 2+ years verifiable track record with positive PnL ...

  • Senior Portfolio Manager

    2 months ago

    London, United Kingdom Delta Executive Search Full time

    A Global US Hedge Fund, which has been growing rapidly over the last few years, is looking for experienced Portfolio Managers to build out their Commodities Strategies across the board. They are looking to expand aggressively into the space and are willing to allocate significant capital. Requirements: 2+ years verifiable track record with positive PnL ...

  • Senior Portfolio Manager

    4 days ago

    London, United Kingdom Delta Executive Search Full time

    A Global US Hedge Fund, which has been growing rapidly over the last few years, is looking for experienced Portfolio Managers to build out their Commodities Strategies across the board. They are looking to expand aggressively into the space and are willing to allocate significant capital.Requirements:2+ years verifiable track record with positive...