Portfolio Investment Manager

4 weeks ago


Cardiff, Cardiff, United Kingdom Development Bank of Wales Full time

We are seeking a skilled Portfolio Investment Manager to proactively monitor and manage a portfolio of debt investments, minimizing financial risk and maximizing profit.

As a key member of our team, you will be responsible for developing and implementing strategies to optimize portfolio performance, ensuring regular contact with clients and maintaining accurate reports.

You will work closely with internal and external stakeholders to build strong relationships and increase market knowledge, providing added value to portfolio clients.

Key responsibilities include:

  • Monitoring and analyzing financial information to identify potential risks and opportunities
  • Developing and implementing strategies to mitigate risk and maximize profit
  • Maintaining accurate reports and records
  • Building and maintaining strong relationships with clients and stakeholders

We are looking for a self-motivated individual with excellent interpersonal and problem-solving skills, experience in a relationship management role within a bank or similar financial environment, and a strong analytical mindset.

A full driving license is required for this role.



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