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A leading talent consultancy in the United Kingdom is seeking Associates and Senior Associates to provide asset management support across various loan portfolios. The role involves loan onboarding, borrower reporting, and ongoing loan management. Candidates should have experience in loan operations, confidence with finance documentation, and strong Excel skills. Ongoing training and development are included in the role. Join a diverse and supportive workplace committed to delivering exceptional talent solutions.
Vantage Point Global (VP) is a talent consultancy established in 2014 to support top-tier clients in building their talent pipeline. VP provides opportunities for all, hiring exceptional, diverse talent who are supported and developed throughout their career journey at VP, enabling them to be highly effective in their roles.
We partner with our clients to create opportunities for individuals to launch into fulfilling and rewarding careers in the industries we serve and deliver a future-ready workforce to our clients.
Our unique model delivers continuous formal training, personal development and mentoring to create a driven, high-calibre, highly skilled workforce that is empowered to add value to our clients from the outset.
Our head office is in London, but we work with clients globally. We currently have teams in London, Manchester, Newcastle, Belfast, Warsaw, Wroclaw and are expanding into the US and Asia.
Vantage Point Global is a fully committed inclusive employer. We are passionate about attracting diverse talent, and welcome applications regardless of ethnicity, culture, age, gender, nationality, religion, disability, or sexual orientation.
London or Belfast. Will require typically 3 days per week in office.
We are hiring Associates and Senior Associates to support day-to-day asset management across a portfolio of loans. Asset classes include Commercial Real Estate, Residential, Asset Bank (including Consumer and Esoteric), and Private Credit.
You will support loan onboarding, post-closing tracking, borrower reporting, covenant analysis, and recurring portfolio reporting.
Review facility agreements and extract date-related events. Create reminder alerts in CREW or the relevant system.
Monitor receipt of required documents and chase outstanding conditions subsequent.
Complete initial data entry, including collateral and appraisal data where applicable.
Set up and maintain folders for key asset management documents.
Support creation of the initial quarterly asset review draft at deal close and help organise handover.
Track post-closing requirements and maintain clear evidence trails through to closure.
Process post-closing funding commitments, including capex facilities or further utilizations where applicable.
Support payoffs and mid-term asset disposals, in line with finance documentation.
Proactively monitor for borrower information and milestones. Liaise with the servicer where delivery slips against documentation timeframes.
Track borrower reporting obligations and analyse compliance reports and covenant calculations against documentation terms.
Support covenant testing across metrics such as ICR, DSCR, Debt Yield, and LTV (as per the loan documentation).
Support analysis of borrower requests (consents, waivers, amendments) and contribute to written recommendations in agreed formats and timeframes.
Produce quarterly reporting using the quarterly asset review worksheet (the “two-pager”) within agreed timelines.
Support annual credit review packs using the agreed template, typically PowerPoint with supporting Excel. Support site inspections where required.
Support monthly reporting such as the Asset Management Loan Schedule where required.
Work in loan and portfolio systems including CREW, WebLedge, and SPGLE (plus shared drives as appropriate).
Support data integrity by completing regular reviews prior to publishing to stakeholders.
Experience in loan operations, asset management support, portfolio support, or similar roles.
Confidence reading finance documentation and following documented processes and controls.
Strong Excel skills and comfort working with structured templates and recurring reporting deadlines.
Strong attention to detail, with a track record maintaining accurate data and audit trails.
Clear written communication for notes, trackers, and contributions to stakeholder packs.
Ongoing training and development
Health cash plan coverage
Vantage Point Global is a fully committed Equal Opportunities, inclusive employer. We are passionate about attracting diverse talent, and welcome applications regardless of ethnicity, culture, age, gender, nationality, religion, disability, or sexual orientation.