My client is an established PE-owned debt fund that provides both investment and development financing to their Real Estate clients.
Overview:
The Head of Portfolio Management will have overall responsibility for the proactive management, performance and oversight of the Fund's existing loan portfolio, comprising property development finance and property investment loans across the UK.
The role will focus on maintaining portfolio quality, protecting investor capital, maximising financial performance and ensuring loans are effectively managed from initial drawdown through to repayment.
A key responsibility will be to identify and flag early warning signs of potential credit deterioration, development delays, borrower financial difficulties or other emerging portfolio risks, ensuring these are promptly communicated, appropriately escalated and addressed before they become material issues.
The Head of Portfolio Management will lead and manage a small team responsible for the day-to-day monitoring and management of the loan portfolio. The role will require a hands-on approach, combining effective team leadership with direct involvement in key loan exposures, borrower relationships and portfolio risk assessment.
Working closely with Origination, Credit, Finance and Operations, the role will ensure a disciplined, commercially focused and proactive approach to portfolio oversight.
As a member of the senior leadership team, the Head of Portfolio Management will contribute to the strategic development of the business and provide high-quality portfolio reporting and insight to the Executive Committee, Board and private equity shareholders.
Responsibilities:
The Head of Portfolio Management will be accountable for:
- Capital Preservation: Protecting the Fund's invested capital through disciplined and proactive portfolio management.
- Portfolio Performance: Maintaining portfolio quality and supporting delivery of targeted financial returns.
- Early Warning Identification: Ensuring emerging credit, borrower and development risks are identified and flagged at the earliest opportunity.
- Risk Escalation: Ensuring material issues are promptly communicated to the appropriate stakeholders, with clear follow-up actions.
- Loan Repayments: Maximising timely loan redemptions and maintaining accurate repayment forecasts.
- Operational Effectiveness: Ensuring robust controls, accurate data and efficient loan lifecycle management.
- Team Leadership: Effectively managing, developing and supporting a small team, ensuring clear accountability and consistently high standards of portfolio management.
- Stakeholder Reporting: Providing transparent, accurate and forward-looking reporting to senior management, the Board and investors.
Skills & Experience:
Commercially Astute: Able to balance credit risk, investor returns, borrower relationships and practical commercial outcomes.
Proactive and Forward-Looking: Anticipates potential issues, recognises early warning signs and takes timely action to ensure risks are appropriately flagged and escalated.
Strong Credit Judgement: Demonstrates a disciplined and analytical approach to assessing loan performance and identifying emerging risks.
Hands-On Leadership: Comfortable leading a small team whilst remaining actively involved in the detail of portfolio management and individual loan exposures.
Strategic and Practical: Able to contribute at senior management and Board level whilst maintaining a strong operational focus.
Results-Oriented: Focused on capital protection, portfolio performance, timely repayments and operational effectiveness.
Confident Communicator: Able to present complex credit matters clearly and constructively to senior stakeholders.
Collaborative Leader: Builds strong working relationships, supports team development and encourages effective cross-functional decision-making.
Highly Organised and Detail-Focused: Ensures accurate loan monitoring, robust follow-up and timely reporting.
Entrepreneurial Mindset: Comfortable operating in a dynamic, private equity-backed business with ambitious growth and performance objectives.
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Head of Portfolio Management - Real Estate Debt Fund in London employer: Buckden Partners
Buckden Partners is an exceptional employer, offering a dynamic work environment in the heart of the City of London. With a strong focus on employee growth and development, team members are encouraged to take ownership of their projects while collaborating with talented professionals in the field. The company promotes a culture of innovation and excellence, making it an ideal place for those seeking meaningful and rewarding careers in real estate credit investment.
