Manager, Loan Portfolio Diligence - Debt Advisory

Interpath Advisory; Greater London; Vor Ort; GBP 80.000 - 120.000; Vollzeit

Zusammenfassung

Interpath Advisory in London seeks an experienced Manager to join the Loan Portfolio Diligence team, focusing on structured finance transactions. You will manage day-to-day client relationships, oversee delivery teams, and ensure high-quality due diligence and data verification.

Ideal candidates have 4–6 years in loan portfolio analysis, credit risk or securitisation, with strong leadership and client-facing capabilities in professional services or banking.

Qualifikationen

• Typically 4-6 years of experience in loan portfolio analysis, credit risk, structured finance, or securitisation.
• Strong background in underwriting or credit assessment is highly relevant.
• Proven experience managing projects and teams in a fast-paced, client-facing environment.
• An understanding of structured finance debt structures, and familiarity with reporting requirements.
• Self-motivated, with excellent communication and a strong desire to grow and develop others.
• Detail-oriented with a proactive problem-solving approach.
• Ability to work both independently and collaboratively in a team setting.
• Commitment to professional development and continuous learning.

Aufgaben

• Manage and deliver loan-level due diligence, re-underwriting, and data verification for private securitisation transactions.
• Review and interpret credit files, servicing data and loan documentation to assess credit quality and adherence to underwriting standards.
• Oversee the review of lending policies, assessing alignment with portfolio characteristics and credit risk appetite.
• Take ownership of AUP testing for public securitisations, including planning, execution, and quality control, while managing and mentoring junior team members.
• Oversee the review of investor reporting to assess accuracy and produce recommendations for improvements, including discussion with the client.
• Act as a key point of contact for clients during the day-to-day delivery of transactions, building strong relationships and ensuring clear communication.
• Coordinate with internal teams and external stakeholders to agree scopes of work, manage project timelines, budgets, and deliverables.
• Contribute to business development efforts, including supporting with the creation of thought leadership materials.
• Support the development of internal methodologies, tools, and training materials.

Kenntnisse

Loan portfolio analysis

Credit risk

Structured finance

Securitisation

Client-facing

Project leadership

Jobbeschreibung

Interpath is an international and fast-growing advisory business with deep expertise in a broad range of specialisms spanning deals, advisory and restructuring.

We deliver tangible results for global businesses, their investors, and stakeholders when complex problems arise, and critical decisions need to be made. Interpath is agile, independent, and conflict-free, and our passion for doing what's right, every time, sets us apart.

Our diverse teams provide specialist technical knowledge combined with deep sector experience across our service line specialisms. Since our foundation in 2021, Interpath has grown rapidly, and we now have a presence across the UK, Ireland, France, Germany, Switzerland, Austria, Spain, South Africa, Algeria, India, BVI, Cayman Islands, Bermuda, Barbados, Hong Kong and Singapore. By 2030 we aim to be one of the world's leading advisory firms with a truly global footprint.

Interpath is seeking an experienced and driven Manager to join our growing Loan Portfolio Diligence team, with a focus on structured finance transactions.

This role involves delivering complex loan portfolio diligence engagements, with responsibility for managing day-to-day client relationships, overseeing delivery teams, and ensuring high-quality execution of loan-level diligence, re-underwriting, data verification, and AUP testing.

The role offers significant variety and exposure across a broad range of structured finance transactions. We perform loan portfolio diligence for private financing deals including warehouses, asset-based lending and forward flow transactions, as well as portfolio sales and acquisitions, significant risk transfers, and public securitisations. Our clients include banks, investment funds, asset managers, loan origination platforms, and fintech lenders and we work across all asset classes, such as residential and commercial mortgages, auto loans, consumer credit, SME lending, asset finance, and more.

Key Responsibilities:

• Manage and deliver loan-level due diligence, re-underwriting, and data verification for private securitisation transactions.
• Review and interpret credit files, servicing data and loan documentation to assess credit quality and adherence to underwriting standards.
• Oversee the review of lending policies, assessing alignment with portfolio characteristics and credit risk appetite.
• Take ownership of AUP testing for public securitisations, including planning, execution, and quality control, while managing and mentoring junior team members.
• Oversee the review of investor reporting to assess accuracy and produce recommendations for improvements, including discussion with the client.
• Act as a key point of contact for clients during the day-to-day delivery of transactions, building strong relationships and ensuring clear communication.
• Coordinate with internal teams and external stakeholders to agree scopes of work, manage project timelines, budgets, and deliverables.
• Contribute to business development efforts, including supporting with the creation of thought leadership materials.
• Support the development of internal methodologies, tools, and training materials.

This position is ideal for candidates with a background in structured finance, credit risk or loan underwriting, whether from professional services, banking or industry, who are ready to take on greater leadership and client-facing responsibilities.

• Typically 4-6 years of experience in loan portfolio analysis, credit risk, structured finance, or securitisation.
• Alternatively, a strong background in underwriting or credit assessment, either in professional services or within a lending institution, is highly relevant.
• Proven experience managing projects and teams in a fast-paced, client-facing environment.
• An understanding of structured finance debt structures, and familiarity with reporting requirements.
• Self-motivated, with excellent communication and a strong desire to grow and develop others.
• Detail-oriented with a proactive problem-solving approach.
• Ability to work both independently and collaboratively in a team setting.
• Commitment to professional development and continuous learning.