Artemis Human Capital is delighted to be exclusively working with a reputable investment firm based in Belfast as they seek to appoint a portfolio analyst to their dynamic team. This is an excellent opportunity for a newly or recently qualified accountant who is keen to make a career defining move. Our client is an award winning firm with a prestigious market reputation, they have created this new role to support with future growth plans within the firm.
The Job…
Reporting to the firm’s Investments Director, you will work across the following areas:
1. Managing a portfolio of companies across a variety of sectors, primarily consisting of NI SMEs. This will include reviewing financial statements, maintaining excellent relationships, & dealing with any loan queries.
2. Identifying Follow-On investment opportunities by reviewing & analysing financial projections and historical financial accounts.
3. Assisting with monthly, quarterly, & annual reporting procedures.
4. Business development activities.
The Ideal Candidate…
Our client is looking for a motivated individual who possesses the following criteria:
1. ACA or ACCA qualified, either newly qualified or 1-2 years’ experience.
2. Preferably coming from an audit/accounts background within accountancy practice.
3. Experience in due diligence or corporate finance would be highly desirable.
4. Those with relevant portfolio experience within a banking background will also be considered for this role.
5. Full drivers license is essential.
Remuneration Package…
Our client offers a market-leading benefits package, which includes:
1. Competitive starting salary & generous bonus structure.
2. Fantastic scope for career progression & development.
3. Unrivalled company culture.
4. Private health care.
5. Continued professional development.
6. Enviable client portfolio.
To apply for this Portfolio Analyst job please click on the link below or contact Beth Gault to discuss in the strictest confidence.
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