Portfolio Assistant

1 week ago

Leeds, United Kingdom Fresh Thinking Capital Full time

**About Us**

Fresh Thinking is a group of companies that works across funding, advisory services, property and networking events that enable businesses and entrepreneurs to access opportunities through funding not readily available to the mainstream. We ensure our clients are placed first within our business, only ever doing what feels right for them and their circumstances whilst taking a tailored approach to help deliver their strategic plans.

**About the job**

We have an exciting opportunity to enter the world of business funding by joining our Portfolio Management Team as a Portfolio Assistant, based in our Fresh Thinking Capital team.

**Key Responsibilities**
- Assisting the Portfolio team in all aspects of Portfolio Management which includes supporting the delivery of new funding, and the ongoing client relationship and risk management of the loan book.
- Ensuring loans are compliant in terms of contractual agreements, supporting with perfection of security and liaising with lawyers, and other stakeholders as appropriate.
- Undertake AML/KYC, eligibility and fraud checks.
- Active participation in weekly Portfolio meetings.
- Carrying out relevant due diligence and risk management processes and general support of Portfolio team including helping with business strategy and events.
- Effectively representing Portfolio in conferences and industry events and helping promote Fresh Thinking’s brand across the entrepreneurial, SME and finance industry.
- Support the building and maintaining of new and existing relationships with internal and external shareholders.
- Provide Portfolio and administrative support across the team in an efficiently and professional manner.

**Skills and Experience required.**
- Strong written and oral communication and interpersonal skills.
- Organisation and administrative skills.
- Ability to prioritise and organise work.
- Attention to detail.
- Financial experience is desirable, not essential as full training will be provided.
- Enthusiastic self-starter, ability to work independently and as part of a team.
- Excellent personal rapport and ability to engender trust and respect.

**Benefits**
- £22,000 - £27,000 - Dependent upon experience.
- Annual salary review.
- Employee pension scheme.
- 25 days annual leave.
- Support with external training and professional qualifications.
- Life assurance cover.
- Gym membership.
- Active social calendar.

**Job Types**: Full-time, Permanent, Graduate

**Salary**: £22,000.00-£27,000.00 per year

**Benefits**:

- Company events
- Company pension
- Cycle to work scheme
- Gym membership

Schedule:

- Monday to Friday

Work authorisation:

- United Kingdom (required)

Work Location: In person

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