Portfolio Manager – Debt Fund

1 week ago

Leeds, United Kingdom CRS Full time

About the Portfolio Manager – Debt Fund - Yorkshire role:



Our client is a well-established, innovative debt fund, committed to supporting SME’s.


Offering a fantastic culture, desire to lend and opportunity to make a real difference to the SME landscape this is a brilliant opportunity to utelise your skills set in a positive and impactful way.


Focus of the Portfolio Manager – Debt Fund – Yorkshire role:


This is a fantastic opportunity to join our client’s Northern based Debt team, within this newly created role. You will be responsible for working closely with clients from the SME Debt Fund businesses to manage and analyse the financial and commercial aspects for each portfolio company.


This includes supporting the post-investment monitoring of the loan investments, including the management of under-performing assets and exit management. You will also be involved in the preparation and presentation of portfolio data and reports.


The post holder will hold well developed inter-personal skills and problem solving ability.


Strong banking technical skills, attention to detail and proactive hands on approach are also essential prerequisites for this role.


Responsibilities of the Portfolio Manager – Commercial Banking – Risk/Restructuring role:

Management of the regular information flow from clients and subsequent analysis, interpretation, and critique of financial and commercial aspects including the identification of deteriorating risk trends and recommendation of appropriate provisions.

Ensuring the timely receipt of management accounts; holding regular client meetings; and ensuring ongoing compliance with the loan agreements for each portfolio company including performance against forecasts, conditions subsequent and agreed covenants.

Critique and challenge of business plans, due diligence and ad hoc financial information that may be required as part of an existing client dialogue.

Post-investment monitoring of the loan investments, including exit management.

Making regular reports and reviews to the Portfolio Director or Fund Principal and contributing to investor reporting requirements as appropriate.

Ensuring that all regulatory and compliance matters are acted upon.

Keeping the portfolio risk management and CRM system regularly updated.

Supporting internal and external audits together with the annual financial audit process.

Assisting with the preparation of quarterly reporting (written and financial analysis) to investors as to the financial performance of clients, and in turn our funds under management

Contributing to monthly presentations internally within the organisation and externally with investors as to the client portfolio, discussing key matters arising, trading performance and presenting key information.

Input into fund management accounting and treasury matters associated with loan/investment activity.

Other ad hoc assignments and workstreams as required in a growing business.




Skills of the Portfolio Manager – Debt Fund - Yorkshire role:


The ideal candidate will have:


  • Previous banking, portfolio management or risk management experience is preferable but is not essential.
  • A good technical background, e.g. accountancy / banking qualification and / or experience of working in a corporate finance/corporate recovery professional team.
  • Able to demonstrate an understanding of good financial and corporate governance and working with the investment team and clients to ensure it is followed.
  • The ability to build solid internal relationships and external partnerships with investment/portfolio colleagues and assigned portfolio companies.
  • Experience of financial analysis and proficient analytical skills.
  • Good communications skills, internally and externally and comfortable having challenging conversations as appropriate.
  • Evidence of academic achievement.
  • A team player and highly professional.
  • Ambition and self-motivation - ability to self-manage time and priorities along with a diligent and considered mindset.
  • A “can do”, flexible attitude – this is an entrepreneurial and growing business.
  • You should have the right to work in the UK.


Other requirements of the Portfolio Manager – Debt Fund - Yorkshire role


  • Driving Licence
  • IT literate to include the use of Word, Excel and Power Point



Our client offers flexible/hybrid working.


For more information about the Portfolio Manager – Debt Fund - Yorkshire role or to apply send your CV now.

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