Relationship Manager - Project Finance

Triodos; West of England; Hybride; GBP 39 000 - 49 000; Plein temps

Avantages offerts par ce poste

Pension scheme

Life Assurance

Private medical insurance

Holiday entitlement 27 days

Résumé du poste

Triodos Bank is seeking a Relationship Manager (Analyst level) for Project Finance. Based near Bristol or London, you will manage existing Project Finance lending within the UK’s renewable energy sectors, reporting to the Head of Project Finance.

The role offers hybrid working with in-office presence three days a week at Bristol or London. You should have strong numerical and analytical skills, financial modelling expertise, and proficiency in Excel.

Qualifications

• Strong numerical and analytical skills are essential.
• Financial modelling expertise required; proficient in Excel.
• Excellent written communication and ability to present clear analyses.

Responsabilités

• Manage a portfolio of existing Project Finance lending and customers with professional service.
• Oversee annual credit reviews and financial modelling for the portfolio.
• Directly manage credit risk, operational performance, and servicing.
• Gather and analyse data to meet credit reporting requirements and monitor covenant compliance.
• Identify and mitigate risks; escalate when appropriate.
• Participate in client and bank meetings and site visits.
• Contribute to best practices to improve efficiency and process improvements.

Connaissances

Numerical & analytical skills

Financial modelling

Excel

Data analysis

Written communication

Formation

Finance/business qualification desirable

Description du poste

Job Title: Relationship Manager - Project Finance

Business area: Finance

Job Location (Short): GBR

Who we are:

Triodos Bank is an award-winning organisation and one of Europe’s leading sustainable banks, whose mission is to make money work for positive social, environmental, and cultural change. We offer a wide range of banking services for people who want to use their money consciously – from current accounts through to investments and savings. We only finance companies, organisations and projects that benefit people and the environment.

Our mission is -

• To help create a society that promotes people’s quality of life and that has human dignity at its core.
• To enable individuals, institutions, and businesses to use money more consciously in ways that benefit people and the environment and promote sustainable development.
• To offer our customers sustainable financial products and high-quality service

We’re a certified B Corporation, meaning that we are part of a community of businesses driving the shift to a new kind of economy, that is better for workers, better for communities and better for the environment.

The Opportunity:

This is an exciting time to join Triodos Bank as we continue to grow and champion sustainable finance. We are seeking a dedicated professional with a strong commitment to our mission to join our successful Project Finance team as a Relationship Manager (Analyst level).

Based within a commutable distance of Bristol or London, you will report to the Head of Project Finance and play a key role in managing and optimizing the existing portfolio of project and structured lending within the UK’s renewable energy and environmental technology sectors.

This role has a high degree of autonomy and offers hybrid working prioritizing in-office presence for collaboration while maintaining some flexibility for home working. You will be expected to work from our Bristol or London office at least three days a week.

Key Responsibilities will Include:

• Manage a portfolio of existing business customers and projects, ensuring professional and responsive service.
• Oversee timely annual credit reviews for Project Finance lending, including financial modelling.
• Directly manage customer credit risk, operational performance, administration, and servicing.
• Collect and analyse data to meet credit reporting requirements, monitor covenant compliance, and provide key findings and recommendations.
• Identify, assess, and mitigate risks promptly, escalating to Watchlist or Special Asset Management when appropriate.
• Participate in client and bank meetings as well as site visits.

In addition, you will:

• Support the development of best practices to enhance efficiency within the Project Finance team and with support functions.
• Contributing to and managing input delivery into credit related projects and initiatives for the Project Finance team.
• Embrace new ways of working and identify opportunities for process improvements to enhance customer experience and cost-effectiveness.
• Actively participate in team meetings and communications.
• Manage relationships with internal and external stakeholders.
• Deliver positive customer outcomes and help prevent foreseeable harm, reflecting Triodos’ commitment to putting customers first.

What we are looking for:

Strong numerical and analytical skills and strong written communication skills are essential, along with financial modelling expertise and proficiency in Excel and data analysis. You can express complex information clearly and articulately in well-structured written analysis, reports and recommendations. You demonstrate a commitment to high-quality standards and attention to detail, with excellent organisational skills and the ability to multitask. You are proactive in identifying and solving problems, take ownership of your work, and show initiative in driving results. You are able to build trust and confidence with colleagues and clients, and can communicate clearly and effectively at all levels, and thrive as a collaborative team player who contributes to shared goals. You will ideally have some experience in lending, credit assessment or portfolio management, ideally within structured or project finance or experience in the energy or sustainable infrastructure sectors. You will be comfortable identifying emerging credit risks and escalating issues appropriately, and keen to develop your knowledge of credit and risk management. This role involves taking ownership of the Project Finance team’s portfolio management, with responsibility for effective oversight and ongoing enhancement. A business or financial qualification would be desirable for this role but not essential.

Triodos Bank is proud of its culture, ethos, and ability to make a positive change in society. It is important that candidates evidence a strong commitment to Triodos Bank's core values of ethical sustainability and transparency, as well as the personal qualities to live these values.

What We offer.

In return for your hard work and expertise, you will receive a competitive full-time equivalent salary of £39,000 - £49,000 depending on experience, plus access to our extensive benefits package, where most of our benefits are non-contributory.

Pension & Insurance

• Non-contributory pension scheme offering 8% salary in your first year and 10% salary thereafter
• Life Assurance (worth 4 times basic pay)
• Income Protection
• Private Medical Insurance
• 27 days’ holiday (full-time equivalent) plus bank holidays, rising to 30 days after 2 years
• A buy and sell holiday scheme
• 1 wellbeing day and £200 wellbeing allowance per year
• Vitality Leave – a part paid sabbatical of up to 3 months after you’ve been with us for 5 years, and every 7 years thereafter
• Company sick pay
• Health Cash Plan

Family

• Company maternity, adoption and partners’ pay including additional leave for premature births
• 5 days fully paid carers’ leave
• 10 days fully paid fertility leave
• 10 days fully paid miscarriage leave

Other

• Cycle to work scheme
• Refer a Friend scheme

Our Commitment to Inclusion

At Triodos Bank, we are committed to building a diverse and inclusive organisation. We particularly welcome applications from underrepresented groups and neurodiverse candidates, and we value different career paths and lived experiences.