Head of Portfolio Management

Job Advert

As Channel continues to expand and grow its assets, the role of Head of Portfolio Management is more important than ever. You will be responsible for leading the Portfolio Management function, ensuring the efficient and disciplined management of Channel's assets. This role sits at the heart of Channel's ambition to become the most efficient asset manager in the market, measured by assets under management (AUM) per head and by combining operational excellence, automation, and data-driven decision-making using technology solutions where appropriate.

Status: Permanent

Working hours: Monday – Friday

40 hours per week; 8:30am– 5:30pm

Location: Office based; 77 Charlotte Street, London W1T 4PW with some flexibility to work remotely.

International travel may also be required

Reporting to: Chief Operating and Technical Officer

Responsible for: Portfolio team

Salary: Circa £85K per annum + attractive benefits package + long term incentive scheme subject to experience

Are you:

• Seeking an opportunity to use your strong operational and transactional skills
• An experienced people manager in managing high performing operational or portfolio management teams within financial services?
• Able to demonstrate a successful track record in process optimisation and automation
• Wanting to be part of a growing business in the dynamic environment of private credit and innovation economy

Do you have:

• Established success in portfolio management ideally within the capital market or structured finance environments?
• Deep understanding of trade receivables, trade finance and asset backed facilities?
• Experience of managing securitisation and fund structures in a regulated environment?
• Proven leadership qualities for an operations and client facing team which also represents the first line of defence in a risk context?
• Established experience in maintaining and enhancing operational policies?

We would love to hear from you.

The opportunity:

The Head of Portfolio Management will oversee daily portfolio operations, investor and client reporting, and risk monitoring, while driving continuous improvement across people, process, and technology. The role demands a hands-on, solutions-oriented leader who thrives in a high-growth, fast-scaling environment and can bridge operational execution with strategic oversight.

The position provides direct and detailed exposure to a wide range of working capital transaction structures and operational management within an FCA-regulated environment, working closely with clients, funders, and Channel's structuring, risk, and technology teams.

You will be expected to get stuck in from day one:

Responsibilities of the Head of Portfolio Management are as follows:

• Leadership & Performance Management
• Lead and develop the portfolio management team, fostering a high-performance culture focused on accuracy, accountability, and continuous improvement.
• Set clear objectives, provide regular feedback, and ensure alignment with organisational goals around efficiency and AUM per head.
• Promote collaboration and knowledge sharing across teams, ensuring a consistent standard of excellence in portfolio execution.
• Portfolio Oversight
• Manage the daily transaction activities across all facilities managed in London.
• Proactively monitor the performance of trade receivables and trade finance portfolios, including oversight of:
  • Verification of transaction performance metrics
  • Near-term horizon analysis and prevention of portfolio deterioration;
  • Verification of asset eligibility criteria;
  • Maintenance of cash and non-cash reserve requirements;
  • Asset purchasing/funding processes;
  • Calculation and reconciliation of asset and cash positions.
• Operational Governance & Documentation
• Ensure all operational policies, procedures, and process documentation are current, complete, and aligned with Channel's ISO 27001 and regulatory requirements.
• Drive standardisation and documentation of best practices across all portfolios to support scalability and audit readiness.
• Transaction Execution & Onboarding
• Support structuring and execution teams in the operational closing of new transactions.
• Oversee the collection and verification of AML/KYC documentation, ensuring smooth and compliant onboarding for clients and investors.
• Reporting & Stakeholder Communication
• Manage monthly and ad hoc reporting of portfolio performance to investors, funders (including NAV reporting), and to other external stakeholders.
• Address operational queries promptly, ensuring transparent and professional communication.
• Cross-Functional Collaboration
• Partner with internal teams — including Risk, Finance, Structuring, and Technology — to improve data quality, automation, and process efficiency.
• Support the development and enhancement of Channel's technology platforms (e.g. Magic and Copperfield) to enable operational scalability and control.
• Continuous Improvement & Risk Management
• Identify and implement opportunities for process automation and workflow optimisation.
• Monitor operational risks within the portfolio management function, ensuring timely escalation and remediation.

Who are we?

Established in 2007, Channel is a recognised funding partner of choice, having facilitated over $12bn of transactions to the alternative finance sector.

With a pristine regulatory and compliance track record, we actively look to provide working capital funding for SMEs and to also enable alternative lenders who operate in the SME space, to grow their portfolios of B2B lending products. Channel provides financing structures from $3m up to $150m in the US, Canada, EU and UK, and GCC region.

We apply environmental, social and governance (ESG) scorecards to identify forward looking risks across the globe.

What can we offer you?

Our people are at the core of what we do. Channel's benefits package is designed to enable all colleagues to thrive in an inclusive and supportive environment. We also offer the opportunity to participate in the future success of the company via equity participation schemes.

Channel is based in the vibrant and thriving City of London. We are located on Charlotte Street W1, minutes away from Goodge Street tube station. It is a modern, open plan workspace that encourages learning & development and a sense of camaraderie.

Culture & personal development

We're a firm with real entrepreneurial drive and we don't believe in squashing people's individuality. We want you to use your unique talents and experiences to help the firm grow. You can only do that by being yourself. And working closely and collaboratively with people throughout the firm. That's why we foster a culture that encourages you to be yourself.

We'll give you bespoke support to develop your own career. Whether that's through allowing you to "access all areas" across the firm, funding you through training for professional development qualifications, or making sure you have a structured career plan, we'll make sure your talents are being nurtured. Our simple values of adaptability, teamwork, integrity and problem solving are vital to our successes at Channel; if you value these as well too, please join our team and share in our journey as we continue to grow.

Who are you?

We are looking for someone who has:

• Proven leadership experience in managing high-performing operational or portfolio management teams within financial institutions involved in working capital or structured finance.
• Strong operational and analytical skills, with the ability to interpret complex transaction data and drive decisions that protect and enhance portfolio performance.
• Track record of process optimisation and automation, ideally leveraging technology to improve accuracy, speed, and scalability.
• Deep understanding of trade receivables, trade finance, and asset-backed facilities, including portfolio monitoring, eligibility testing, and cash management.
• Experience of managing securitization and fund structures in a regulated environment
• Experience maintaining and enhancing operational policies, procedures, and documentation to support ISO 27001 and FCA regulatory compliance.
• Exceptional attention to detail, ensuring precision in reporting, reconciliations, and investor communications.
• Excellent communication and stakeholder management skills, with the confidence to interact with senior management, investors, funders, and clients.
• Proactive and solution-focused, able to identify issues early and implement effective, sustainable improvements.
• Adaptable and resilient, capable of performing in a fast-paced, high-growth environment as Channel continues to scale.
• Right to work in the UK – essential.

As a person, you will be a team player – we are a small business and don't just look after our own departments; we look after each other too, to ensure that the whole business is successful. You will be creative but methodical in your thinking – our creative strategy and decisions are always led by well-informed research and data. You will be confident and take ownership of your decisions.

At Channel we are committed to creating an inclusive workplace where everyone feels valued, motivated and able to be themselves. All applications will only be considered on merit and the applicant's suitability to meet the requirements of the role.

We would love to hear from you