Job Description Vargo is recruiting a highly motivated individual to join our South Wales based client. This role will be responsible for managing a portfolio of equity investments, ensuring maximum returns and driving growth for our client. As a Portfolio Development Executive, you will work closely with your portfolio, not only to monitor the investment but to actively enhance their senior management team and offer support where possible. Key Responsibilities: Portfolio Management: Actively manage a portfolio of equity investments, ensuring compliance with investment documentation and covenants. Strategic Planning: Develop and implement strategic plans to maximize returns for the client, collaborating with key stakeholders and leveraging the Bank's investment rights. Client Relationship Management: Build and maintain strong relationships with portfolio clients, including regular communication and attendance at board meetings. Investment Appraisal: Evaluate new investment opportunities, assessing their potential for growth and alignment with the Bank's investment strategy. Exit Strategy: Prepare investee companies for sale or exit, managing the process on behalf of the client Value-Add Support: Identify and provide strategic and operational support to portfolio companies, either directly or through third-party providers. Performance Monitoring: Monitor portfolio performance, produce regular reports, and make recommendations to senior management and investment committees. Qualifications and Experience: Strong track record in investment management, corporate finance or banking In-depth understanding of equity investments, financial analysis and/or duo-diligence Proven ability to build and maintain strong relationships with clients and stakeholders Excellent communication and interpersonal skills Strong analytical and problem-solving skills Experience in negotiating and closing deals Degree in finance, business, or a related field LI-CC1