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Portfolio Development Executive

Salary £Competitive Salary
Location Cardiff, Wrexham or Llanelli
{Mergefield Value}
{Mergefield Value}

This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.



Do you want to work for one of the UK’s biggest investors?   


We now have an exciting opportunity for a Portfolio Development Executive to join us, covering Wales, to act as the Development Bank manager for a portfolio of equity investments.   


Through the provision of general advice and guidance, you will be responsible for driving shareholder value and ensuring maximum returns on portfolio equity investments.  


In addition, you will assist the investee company to develop value creation plans in order to enhance value and prepare the investee company for sale/the Development Bank’s exit and managing the exit process on behalf of the Development Bank.   



With excellent communication and interpersonal skills, you will develop an in-depth understanding of, and close working relationship with, portfolio clients. You will appraise applications for any follow-on investments, whether by way of equity, debt or mezzanine support or any combination of these and produce regular forecasts of expected valuations/ returns for the Development Bank’s internal MI.    


The successful candidate will have excellent attention to detail and experience of working in a financial or similar numerate environment and will have particular experience of analysing financial information.  


A relevant professional qualification is essential.  



Our mission is to unlock economic potential in Wales and enhance the local economy by providing sustainable, effective finance. 

When our businesses thrive, they create a higher number of better quality jobs. The taxes they pay strengthen our public finances. The people they employ strengthen our communities. When Welsh businesses are strong, Wales is strong.

We continuously monitor industry best practices so we can deliver excellence while offering our colleagues flexibility and a great work/life balance:

  • Offering a competitive salary and benefits package
  • Providing office spaces and a work environment that promotes smarter working
  • Encouraging our colleagues to adopt a working pattern that fits in with their personal circumstances as well as the business needs

We champion an equal and diverse workplace and continually implement strategies to make sure we’re always achieving this:

  • Delivering a well–being programme each year targeted at physical and mental well–being
  • Achieving accreditation of gold standard with Chwarae Teg and seeking accreditation with Stonewall and the Corporate Health Standard
  • Using exit interviews to seek feedback and continuously improve
  • Acting on feedback from annual staff surveys and other feedback throughout the year
  • Continuously reviewing performance statistics and acting where appropriate

We deliver a dedicated well–being strategy that supports the mental, physical and financial well–being of our colleagues:

  • Aligning our objectives with our business goals and recognising great performance
  • Investing in our colleagues’ development by providing a range of training opportunities to meet individual, team, and business needs
  • Rolling out the career progression framework providing a structured opportunity to progress all parts of the business

People are our greatest asset and fundamental to our long–term success:

  • Delivering smarter working and digital transformation, measuring the impact on job satisfaction and productivity
  • Holding regular innovation workshops and encouraging agile projects through our project initiatives
  • Promoting an inclusive culture through regular newsletters and communication and a collaborative means of gathering and using feedback from across the Development Bank Group
  • Actively seeking feedback from our colleagues, particularly at the half year and annual events

Below is a taste of what we offer. Check out the full list here.


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