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- Tasks: Manage portfolios for SME housebuilders and oversee development finance projects.
- Company: Join a leading firm dedicated to delivering quality homes across the UK.
- Benefits: Enjoy competitive pay, bonuses, private health insurance, and hybrid working options.
- Why this job: Make a real impact in property development finance while building strong relationships.
- Qualifications: Strong analytical skills and relationship-building experience are essential.
- Other info: Opportunities for professional growth and a commitment to mental health support.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for an experienced, detail-driven Portfolio Manager to join our Development Finance team. This role is central to supporting SME housebuilders across the UK through hands-on portfolio oversight, strong credit stewardship and proactive relationship management. You will work closely with Lending Directors, Relationship Managers, borrowers and professional partners to monitor development projects, identify risks early, and ensure facilities progress in line with approved budgets, timelines and sales strategies. This is a fantastic opportunity for someone passionate about property development finance and keen to play a key role in enabling the delivery of homes across the UK.
Responsibilities
- Monitor loan expiries, interest tranches, construction milestones and sales progress.
- Conduct site inspections to assess build progress, quality, budgets and schedules.
- Liaise with Quantity Surveyors, borrowers and construction teams.
- Review cashflows and variances against approved models to identify early risks.
- Support restructuring recommendations and prepare credit papers and memos.
- Complete monthly time delay and cost overrun analysis.
- Monitor unit sales and identify slow sales or undervalue risks early.
- Maintain accurate records and portfolio management systems.
- Produce high-quality portfolio reports for Committee and periodic reviews.
Collaboration & Relationship Management
- Support Lending Directors, Relationship Managers and Credit teams.
- Build strong relationships with borrowers and professional partners.
- Input into departmental portfolio overviews and annual credit reviews.
- Contribute to enhancements in systems and reporting (Keystone, Tableau).
- Assist in developing borrower retention strategies for repeat and new business.
You will collaborate with: MD, Development Finance; Lending Directors & Relationship Managers; Credit & Risk teams; Monitoring surveyors, valuers, lawyers and other external professionals.
Qualifications & Skills
- Excellent relationship-building skills with borrowers and professional partners.
- Strong analytical capability and attention to detail.
- Understanding of residential development finance.
- Basic understanding of construction (desirable, not essential).
- Good awareness of UK property market trends.
- Ability to travel for site visits.
- Excellent communication skills.
- Experience with Phoebus, Keystone or Tableau is beneficial.
Benefits
- Competitive remuneration
- Discretionary annual bonus
- Annual pay review
- Private Medical Insurance (Bupa)
- Mental health & wellbeing support via YuLife & Bupa
- 25 days annual leave (increasing with service) + Holiday Buy Scheme
- Cycle to Work Scheme & Green Car Scheme
- Enhanced family leave
- Study support & professional memberships
- Hybrid working (50/50)
- YuLife rewards - lifestyle & retail discounts
- Pension scheme - 8% employer contribution (noncontributory)
- Interest-free season ticket loan
- Annual volunteering day & Net Zero employer commitment
If you are passionate about development finance, confident in navigating complex property projects, and want to help support the delivery of high-quality homes across the UK, we would love to hear from you.
Portfolio Manager - Development Finance in Leeds employer: Hampshire Trust Bank
Contact Detail:
Hampshire Trust Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager - Development Finance in Leeds
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend property development events, and join relevant online forums. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Show your passion for property development finance in every conversation. Whether it’s during an interview or a casual chat, let your enthusiasm shine through. People love working with those who are genuinely excited about what they do!
✨Tip Number 3
Prepare for interviews by researching the company and its projects. Be ready to discuss how your skills align with their needs, especially in monitoring loan expiries and managing relationships. Tailor your examples to show you’re the perfect fit!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Portfolio Manager - Development Finance in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Manager role. Highlight your experience in development finance and any relevant projects you've worked on. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about property development finance and how you can contribute to our team. Keep it engaging and personal – we love to see your personality come through.
Showcase Your Relationship Management Skills: Since this role involves a lot of collaboration, make sure to highlight your relationship-building skills. Share examples of how you've successfully managed relationships with borrowers or partners in the past. We value strong connections!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and submit your materials!
How to prepare for a job interview at Hampshire Trust Bank
✨Know Your Numbers
As a Portfolio Manager, you'll need to demonstrate your analytical skills. Brush up on key financial metrics related to development finance, such as cashflows and variances. Be ready to discuss how you've used these in past roles to identify risks and support decision-making.
✨Showcase Relationship Management Skills
This role is all about building strong relationships. Prepare examples of how you've successfully collaborated with borrowers, construction teams, and other stakeholders. Highlight your communication style and how it has helped you manage projects effectively.
✨Understand the UK Property Market
Familiarise yourself with current trends in the UK property market. Be prepared to discuss how these trends could impact development finance and the strategies you would employ to navigate potential challenges.
✨Prepare for Site Visit Scenarios
Since site inspections are part of the job, think about how you would assess build progress and quality. Prepare to discuss any past experiences where you had to evaluate construction milestones and how you handled any issues that arose.
