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Portfolio Management Analyst

Job LocationManchester
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Portfolio Management AnalystThe BankA Challenger Bank who offer a real alternative for small and medium sized organisations looking to make sure that their properties and cash work harder for them. A bank that offers British businesses simple, transparent loans and savings accounts backed up with tailored service, efficient systems and with the knowledge that money is being invested back into British business and into the communities they are part of.They offer a distinctively positive workplace, achieved through selectively recruiting people who share the same values and think and act collaboratively. They have a positive impact on their customers through ensuring the alignment and engagement of their people.** EVERYONE AT THE BANK IS CURRENTLY WORKING FROM HOME. POST COVID YOU CAN WORK FROM HOME FOR 2 DAYS A WEEK AND THE OFFICE 3 DAYS A WEEK - THE OFFICE IS LOCATED IN WARRINGTON. **The RoleThe Bank’s Portfolio Management Team is looking for a motivated and enthusiastic individual to join their expanding, busy team. This is an exciting opportunity for someone with a keen interest in finance, to join them on their journey.They require a customer-focussed Portfolio Management Analyst to support the Head of Portfolio Management and Portfolio Managers in the day to day running of the portfolio.The role will focus on providing assistance and analysis in the production of an extensive range of Management Information relating to the Bank’s existing lending customers.Analysis and content developed by the Portfolio Management Analyst supports the firms efforts to fully understanding the existing customer portfolio and provide outstanding customer service, and in addition, to help protect the Bank’s lending book.Key focus of the role will be:

  • Draft and produce regular monthly reporting and ad-hoc report requirements on the back book of lending customers
  • Gathering and assessing financial and key data within the portfolio
  • Ensure MI is accurate, and all customers are correctly designated, be that within the Watchlist, Forbearance or the good-book portfolio
  • Support the completion of monthly customer reviews
  • Collate sector information from a variety of external sources, preparing sector updates on a just in time basis, for circulation to the wider Bank team.
  • Applicants will be educated to either Degree level or A levels, or possess a relevant professional qualification or progressing towards one.The role demands a self-starter with strong analytical skills. They must be proficient in report writing and presenting with experience using excel, word and PowerPoint.Candidates should possess strong interpersonal, communication and organisational skills; a cando attitude towards every aspect of the job.You will demonstrate initiative when performing the above duties. Accuracy, flexibility, and close attention to detail is essential. This is a fantastic opportunity to further your career within a growing bank.What’s on offer:
  • The chance to work in the exciting Challenger Bank sector for a stable, modern, growing organisation
  • Significant career opportunities for the right candidates as the business continues to expand
  • Competitive basic salary plus excellent pension, healthcare, life cover and other benefits
  • Required skills
  • Data Analysis
  • Portfolio Management
  • MI Analysis
  • SME Banking
  • portfolio analysis
  • Keyskills :
    Data Analysis Ptfolio Management MI Analysis SME Banking ptfolio analysis

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