Portfolio Advisory Apprentice
An opportunity for a strong analytically minded individual to assist a team managing multiple transaction. You will have the ability to meet deadlines and deliver a high-level service whilst adhering to policies and procedures. This is a great opportunity for anyone that can manage multiple tasks whilst studying towards a level 4 qualification.
Role
- Assist with the support requirements for a team managing multiple transactions
- Meet deadlines and deliver a consistent high level of service whilst adhering to policies and procedures
- Meeting commitments, working independently and as part of a team, taking accountability, staying focused under pressure as well as showing the ability to adjust plans to meet changing needs
- Working as part of the surveillance teams
- On-boarding of new deals into system of record
- Perform on-going loan management from deal closure to maturity
- Managing withdrawal notices/drawdowns ensuring these are permitted under the facility agreement
- Collecting, recording and analysing borrower reports (financial statements, covenants etc.)
- Co-ordinate and minute the monthly Asset Review Meeting with the client
- Updating and maintaining system of record
- Assessing de-minimis event driven requests (waivers/amendments/variations) and preparing credit papers for submission to the client for approval
- Undertake annual portfolio reviews and preparing papers for submission to the client for approval
- Manage the legal signing process of documents
- Other duties as assigned
Skills and Competencies:
- Strong oral and written communication abilities
- Strong organisational and time management skills
- Ability to work in a team
- Must be able to adapt quickly and efficiently to client-specific requirements and objectives
- Advanced skills in MS Office Suite including Outlook, Excel, Word
Training
You will work towards the Level 4 Data Analyst Apprenticeship Standard; you can find out more about what the qualification covers here:
https://www.instituteforapprenticeships.org/apprenticeship-standards/data-analyst-v1-1
Training is delivered by Fitch Learning and is Hybrid.
- There is an opportunity for permanent work upon successful completion of the Apprenticeship
- Apprenticeship Standard
- Data analyst (level 4)
- Training Provider
- FITCH LEARNING LIMITED
- Working Week
- Monday - Friday, between 9.00am - 5.00pm (breaks to be confirmed).
- Expected Duration
- 16 Months
- Positions Available
- 1
- Closing Date
- Wednesday, 3rd July 2024
- Start Date
- Sunday, 1st September 2024
Desired Skills
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Presentation skills
- Administrative skills
- Number skills
- Analytical skills
- Logical
- Team working
- Initiative
Qualifications
- English GCSE or equivalent, grade 4 or above (Essential)
- Maths GCSE or equivalent, grade 6 or above (Essential)
- Any subject A Level or equivalent, grade A*-C (Essential)
- Any subject A Level or equivalent, grade A*-C (Essential)
- Any subject A Level or equivalent, grade A*-C (Essential)
About the Employer
MOUNT STREET PORTFOLIO ADVISERS GMBH
Mount Street is an independent third-party loan servicer and portfolio advisor currently managing approximately €130bn of AuA, with a team of approximately 200 professionals across the globe. It is only through the dedication of our teams that this is possible, and these achievements were recognised as we have again won European Loan Servicer of the Year by Real Estate Capital 2023. In our second decade of operating, our continued commitment of investing in our teams, infrastructure and our technology solutions remain a key priority for the business.
- Company
- MOUNT STREET PORTFOLIO ADVISERS GMBH
- Location
- 100 Wood Street, London, England
- Employment Type
- Higher Apprenticeship
- Salary
- £25,000.00
- Posted
- Company
- MOUNT STREET PORTFOLIO ADVISERS GMBH
- Location
- 100 Wood Street, London, England
- Employment Type
- Higher Apprenticeship
- Salary
- £25,000.00
- Posted