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Portfolio Associate

Portfolio Associate

  • Location


  • Sector:


  • Contract Type:


  • Salary:


  • Contact:

    Joseph Glynn

  • Job Reference:


  • Published:

    25 days ago

  • Expiry:


  • Client Details:


  • Consultant:

    Joseph Glynn

  • Skills tags:


A leading bank is currently looking for a Portfolio Associate to join their team.

Main responsibilities of the role:

  • Prepare in line with established standards Risk Support Statements for customers within the business banking portfolio management area  
  • Analyse Account Activity Reports and Audited Accounts to see whether these are in line with our customer due diligence profiles
  • Support the Business Banking Portfolio Managed Manager on ad hoc tasks
  • Deliver a quality service to internal & / or external customers and maintain a high level of risk assessment, management and control

Essential Skills / Knowledge / Qualifications

  • Possess drive, flexibility and resilience and an ability to work to deadlines
  • Excellent verbal & written communication and developed interpersonal skills
  • Strong planning and organisation skills with excellent time management
  • Excellent team player
  • Ability to interpret financial statements
  • A Level standard in Accounts or ideally currently completing an ACCA qualification or similar.