Portfolio and Credit Support Officer

Sorry, this advert is now closed. Click here to view our live vacancies.

Are you keen to progress within the financial services sector? Are you currently studying CFA, or an aspiring Portfolio Manager? Join our client, an innovative investment boutique firm that specializes in unique international alternative investment strategies. Apply at Ceek to be at the forefront of financial innovation!


What is expected of you?

  • Play a vital role in the creation, use, and upkeep of approved procedures and practices necessary for portfolio management and credit functions
  • Actively monitor a variety of investments for the company and its clients to deliver timely and accurate analysis and data reports
  • Assist in managing and overseeing the loan book, which includes reviewing and drafting facility agreements and other legal documents
  • Participate in regular meetings focused on liquidity and credit oversight, contributing to the overall asset liability management strategy
  • Analyze the performance of investment portfolios and generate reports that adhere to company and client policies, strategies, and requirements
  • Engage in interactions and reporting to the Investment Management Committee, involving documentation, presentations, and recommendations
  • Collaborate with the in-house Fund Accountant to analyze management accounts and oversee qualitative and quantitative oversight reporting
  • Provide coordination, input, and support for the creation of IMC Packs and Board Packs for the company and its clients
  • Working closely with Executive Support, Operations, Fund Accounting, Data Team, and UK Services to ensure smooth quarterly production
  • Liaise with the Data Function to ensure that information is utilized according to defined definitions, ensuring the accurate representation of data
  • Work with the Operations team and Fund Accountant to identify and implement efficient turnaround times, problem-solving initiatives, and corrective actions
  • Assist in maintaining comprehensive records of meetings, decisions, action items, and deadlines
  • Maintain organized electronic central repositories for records, including emails and document storage
  • Generate standardized monthly and quarterly reports highlighting changes and shifts within the loan portfolio
  • Contribute to the timely preparation of both regular and ad hoc internal and external reports


What are you expected to bring?

  • Financial Services related qualification similar to CFA would be preferred
  • Previous experience in a similar position within a bank or investment firm
  • Exceptional communication skills
  • Strong problem-solving capabilities
  • Maintains a high degree of organizational skills and meticulous attention to detail


What’s in it for you?

  • Opportunities for career progression
  • Competitive salary
  • Work-life balance


If you believe you meet the requirements, submit your application to us at Ceek. Interviews for this position are already underway!