Loading

Covid-19 update: click here for information

Portfolio Management Analyst

Head Office|Letchworth

Redwood Bank launched in August 2017, with a view to offering a real alternative for small and medium sized organisations.

As a small, but passionate challenger bank, we offer a distinctively positive workplace, achieved through selectively recruiting people who share the same values as us and think and act collaboratively.  We have a positive impact on our customers through ensuring the alignment and engagement of our people.

 

Our 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 us on our journey.
 

We 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 firm's 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 Redwood 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 'can do' 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.

 
 

To find out more or to apply for this role, please email your CV and covering note to our HR team.    

Send an email to our HR team

 

Our People

Jonathan Rowland

Non-Executive Director & Co-Founder

Jonathan has 25 years’ experience as an Investor and Director of Public and Private Companies globally.

Read more
Gary Wilkinson

Chief Executive Officer & Co-Founder

Gary has 30 years’ experience within financial services, in both the banking and building society sectors.

Read more
David Buckley

Non-Executive Director, Chairman

David holds a number of non-executive and advisory board positions and is currently Independent Non-Executive Director and Chair of the Audit Committee for CIBC World Markets plc.

Read more
Brian Mulholland

Chief Financial Officer

Brian has nearly 20 years’ experience in senior finance and treasury roles, and was most recently the Finance Director of both Coutts and Adam & Company.

Read more
Graham Reynolds

Chief Development Officer

Graham has over 25 years’ experience in banking, working across a number of different fields.

Read more
Darren Clarke

Director of Operations

Darren has over 25 years experience in Financial Services having worked in senior positions for HSBC, Santander, Lloyds and RBS.

Read more
Nigel Boothroyd

Non-Executive Director, Chair of Risk Committee

Nigel possesses significant executive-level experience within financial services, having spent some 38 years at HSBC Group.

Read more
Chris Platt

Director of Credit & Underwriting

Chris has over 35 years’ experience in Banking. He has worked across a number of areas and businesses at both RBS and NatWest.

Read more
Eleanor Kenny

General Counsel & Company Secretary

Eleanor is a corporate lawyer with extensive corporate and commercial experience.

Read more
Chris Finnigan

Head of Business Development, North Region

Chris has 29 years’ experience in the Banking industry, mainly with the Royal Bank of Scotland Group in the North West of England.

Read more