Portfolio Manager - Real Estate Finance
Portfolio Manager - Real Estate Finance

Portfolio Manager - Real Estate Finance

Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a diverse portfolio of development finance loans and ensure documentation is current.
  • Company: Join a leading financial services firm focused on high-quality residential and mixed-use projects.
  • Benefits: Enjoy flexible working options and opportunities for professional growth in a dynamic environment.
  • Why this job: Be part of a critical role that shapes the future of real estate finance with impactful projects.
  • Qualifications: Experience in loan portfolio management and strong analytical skills are essential.
  • Other info: Ideal for those passionate about finance and real estate, looking to make a difference.

The predicted salary is between 43200 - 72000 £ per year.

Buckden Partners has been mandated by a leading financial services firm specialising in development finance, providing flexible capital solutions to support high-quality residential and mixed-use projects from £20m-£200m.

About the Role: We are seeking an experienced loan Portfolio Manager to oversee the management of a diverse portfolio of development finance loans. The ideal candidate will be responsible for ensuring that loan documentation is up-to-date, managing covenants, conducting site visits, and reporting on the performance of loans within the portfolio. This is a critical role requiring a keen eye for detail, strong organizational skills, and the ability to assess and manage risk effectively.

Key Skills and Qualifications:

  • Proven experience in loan portfolio management/loan administration in development or real estate finance, or a similar role within the financial services industry.
  • Strong knowledge of loan documentation, covenants, and loan agreement terms.
  • Exceptional analytical skills and the ability to interpret financial statements and loan performance data.
  • Proficiency in financial modeling, MS Excel, and portfolio management software.
  • A degree in finance, real estate, economics, or a related field (or equivalent work experience) is preferred.

Portfolio Manager - Real Estate Finance employer: Buckden Partners

At Buckden Partners, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of the financial services sector. Our commitment to employee growth is evident through tailored development programmes and opportunities to engage with high-profile projects, ensuring that our team members thrive both personally and professionally. With a focus on flexible capital solutions and a diverse portfolio, we provide a stimulating environment where your expertise as a Portfolio Manager in Real Estate Finance will be valued and rewarded.
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Contact Detail:

Buckden Partners Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Manager - Real Estate Finance

✨Tip Number 1

Network with professionals in the real estate finance sector. Attend industry events, webinars, or local meetups to connect with people who work in similar roles. This can help you gain insights into the job market and potentially lead to referrals.

✨Tip Number 2

Stay updated on the latest trends in development finance and real estate markets. Follow relevant news sources, subscribe to industry publications, and engage in discussions on platforms like LinkedIn. This knowledge will not only enhance your understanding but also impress potential employers during interviews.

✨Tip Number 3

Consider obtaining certifications related to loan portfolio management or real estate finance. Credentials such as the Chartered Financial Analyst (CFA) or Certified Commercial Investment Member (CCIM) can set you apart from other candidates and demonstrate your commitment to the field.

✨Tip Number 4

Prepare for interviews by practising common questions specific to portfolio management and real estate finance. Be ready to discuss your experience with loan documentation, covenants, and risk assessment. Tailoring your responses to highlight relevant skills will make a strong impression.

We think you need these skills to ace Portfolio Manager - Real Estate Finance

Loan Portfolio Management
Loan Administration
Knowledge of Loan Documentation
Covenant Management
Financial Statement Analysis
Risk Assessment
Site Visit Coordination
Performance Reporting
Analytical Skills
Financial Modelling
Proficiency in MS Excel
Portfolio Management Software
Organisational Skills
Attention to Detail
Degree in Finance, Real Estate, or Economics

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in loan portfolio management and real estate finance. Use specific examples that demonstrate your skills in managing covenants, conducting site visits, and analysing financial statements.

Craft a Strong Cover Letter: Write a cover letter that clearly outlines your relevant experience and why you are a good fit for the Portfolio Manager role. Mention your proficiency in financial modelling and any specific software you have used in previous roles.

Highlight Key Skills: In your application, emphasise your analytical skills and attention to detail. Provide examples of how you have successfully assessed and managed risk in past positions, as this is crucial for the role.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your professionalism and attention to detail, which are essential for a Portfolio Manager.

How to prepare for a job interview at Buckden Partners

✨Know Your Numbers

Brush up on your financial modelling skills and be prepared to discuss how you interpret financial statements. The interviewers will likely want to see your analytical prowess, so be ready to explain your thought process when assessing loan performance data.

✨Familiarise Yourself with Loan Documentation

Make sure you understand the key components of loan agreements, covenants, and documentation. Being able to discuss these confidently will demonstrate your expertise in loan portfolio management and show that you are well-prepared for the role.

✨Highlight Relevant Experience

Prepare specific examples from your past roles that showcase your experience in managing development finance loans. Discuss any challenges you faced and how you overcame them, as this will illustrate your problem-solving skills and ability to manage risk effectively.

✨Ask Insightful Questions

Prepare thoughtful questions about the company's portfolio and their approach to risk management. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your career goals and values.

Portfolio Manager - Real Estate Finance
Buckden Partners
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  • Portfolio Manager - Real Estate Finance

    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-05-07

  • B

    Buckden Partners

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