At a Glance
- Tasks: Manage a portfolio of bridging and development finance loans while ensuring project success.
- Company: Join a growing specialist lender with a strong reputation in the UK market.
- Benefits: Earn up to £60,000 plus bonuses and enjoy hybrid working.
- Other info: Work closely with experienced teams and engage directly with clients.
- Why this job: Step into a dynamic role with clear paths for career progression.
- Qualifications: Experience in property finance and strong analytical skills required.
The predicted salary is between 55000 - 60000 £ per year.
Location: London, England
Sector: Financial Services
Salary: £55,000.00 to £60,000.00 per annum
This is a fantastic opportunity for a commercially minded professional with experience in property lending or real estate finance to step into a dynamic, relationship-driven environment with strong career progression.
The Opportunity:
You’ll be joining a well-established, specialist lending business with a strong reputation in the UK market. The firm focuses on supporting SME developers through tailored funding solutions and prides itself on expertise, agility, and long-term relationships. Working within an experienced Portfolio Management team, you’ll take ownership of a live loan book, ensuring projects are progressing as expected while proactively managing risk and supporting positive client outcomes.
Key Responsibilities:
- Manage and monitor a portfolio of bridging and development finance loans from drawdown through to repayment
- Track construction progress, budgets, and key milestones across multiple projects
- Conduct site visits and engage directly with borrowers and professional partners
- Identify early warning signs (delays, cost overruns, sales risk) and take appropriate action
- Analyse cashflows and compare actual vs approved positions
- Support credit amendments, waivers, and restructuring where required
- Produce high-quality portfolio reports and contribute to internal committees
- Work closely with Lending, Credit, and Risk teams to ensure effective portfolio oversight
What We’re Looking For:
- Experience in property finance, development finance, or real estate lending
- Strong analytical skills with the ability to interpret financial and project data
- Good understanding of the UK bridging and refurb market
- Confident communicator, able to manage both internal and external stakeholders
- Organised, detail-oriented, and able to manage multiple transactions simultaneously
Desirable:
- Exposure to construction or development monitoring
- Experience working with borrowers, surveyors, or professional advisors
Why Apply?
- Salary up to £60,000 + bonus
- Hybrid working model
- Join a growing and well-capitalised lender
- Strong pipeline of deals and active portfolio
- Clear opportunity to develop into a Senior Portfolio Manager role
About Fintelligent Search: We specialise in connecting top talent with leading financial services firms across the UK. With deep market knowledge in specialist lending and property finance, we work closely with both candidates and clients to ensure the right long-term fit. Interested? Apply now or get in touch with Fintelligent Search for a confidential discussion.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager - Bridging & Refurb Loans
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fintelligent. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Manager - Bridging & Refurb Loans
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fintelligent.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fintelligent's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fintelligent
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fintelligent.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fintelligent will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fintelligent employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
