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Relationship Services – Portfolio Manager - 6 Months FTC

Triple Point

City Of London

On-site

GBP 40,000 - 80,000

Full time

10 days ago

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Job summary

An established industry player is seeking a dynamic Portfolio Manager to join their Relationship Services team. This role involves monitoring an existing portfolio of SME borrowers, assessing creditworthiness, and providing tailored financing solutions. With nearly 20 years of lending experience, this position offers a unique opportunity to thrive in a results-driven environment. The ideal candidate will possess strong analytical skills, attention to detail, and a commitment to continuous learning. Join a forward-thinking company that values curiosity, integrity, and teamwork in a collaborative atmosphere.

Qualifications

Ability to read and analyze company financial accounts.
Experience in finance sector and SMEs is desirable.

Responsibilities

Support relationship holders for existing SME borrowers.
Input and analyze management accounts to identify early warning signs.
Manage portfolio Annual Review process from start to finish.

Skills

Financial Analysis

Portfolio Management

Credit Assessment

Communication Skills

Education

Bachelor's Degree in Finance or related field

Relevant certifications (e.g., CFA)

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Triple Point was founded in 2004 with the belief that connecting investing insights with the right resources and partners can deliver powerful solutions. Today, we manage more than £3.6 billion of assets for a broad range of investors, through four distinct investment strategies: Social Housing, Clean Heat, Private Credit and Venture. These are all areas where our expertise, empathy and resourcefulness make a real difference in unlocking long-term value.

There are 250 of us at Triple Point and our distinctiveness comes from our ability to connect the dots to get to the heart of any challenge, which makes us an essential partner to our clients and our investors, while leaving the world demonstrably better than we found it. We take our commitments seriously, which is why we’re a certified B-Corp and signed up to the Principles for Responsible Investment.

There are five values we uphold as especially important in all our people, Stay Curious, Be Generous, Take Thoughtful Action, Pull Together and Own It - by upholding these values we continue building a high performing organisation.

The Function and Team

The SME lending team at Triple Point provides tailored financing solutions to small and medium-sized enterprises (SMEs) across a variety of sectors. Specializing in flexible debt structures, the team enables businesses to scale and grow through expansion, acquisition, or working capital solutions. Committed to long-term partnerships, they actively support SMEs at various stages of their growth cycle.

This role will sit within the Relationship Services team, the SME Portfolio team within Triple Point’s Private Credit. The team covers relationships within SME Debt Finance, Wholesale Finance, and Structured Finance. You will be responsible for monitoring an existing portfolio of borrowers and working closely with Associate Directors to assess the creditworthiness of borrowers seeking additional funding.

The role is varied and offers the chance to join a dynamic team of experienced professionals, operating in a market where non-bank lenders provide the flexible solutions that traditional lenders may struggle to deliver quickly. Triple Point manages over £1bn in lending assets across multiple sectors and is recognized as a leading lender to UK businesses.

With nearly 20 years of lending experience, this is a compelling opportunity for the right candidate to be part of an entrepreneurial and results-driven environment.

Key Responsibilities

Support the relationship holders for existing SME borrowers.
Inputting and analysis of management accounts with the aim of identifying and communicating early warning signs. If any MI is overdue, ensure it has been duly reported through the appropriate channels.
Ensuring internal portfolio monitoring / reporting is kept accurate and up to date.
Arrange and lead calls and meetings per quarter with each client following receipt of MI or on an ad-hoc basis.
Oversee and manage portfolio Annual Review process from start to finish.
Support new money requests and transactions within the portfolio.
Arrange and participate in calls/ meetings with advisors/management/ borrower on all existing borrowers and / or new transactions for existing borrowers.
Support presentations to Credit Forum for all matters relating to businesses within the portfolio.
Support the end-to-end documentation for all modifications to borrower facilities.
Updating KYC as and when necessary.

Knowledge and Experience

Ability to read and analyse company financial accounts and management information.
Experience working in the finance sector and SME’s is desirable but not essential.

Qualities and Competencies

Highly numerate with solid academic background or equivalent experience.
Self-motivated and driven.
Precision and attention to detail.
Organised with the ability to manage multiple priorities.
Team player.
Adaptable and open to innovative ideas.
Committed to continuous learning.
Integrity and honesty.

Seniority level

Seniority level
Associate

Employment type

Employment type
Contract

Job function

Job function
Finance

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