Portfolio Monitoring Manager in City of London

Our client is a London-headquartered investment manager that has been connecting capital with the right people and opportunities since for over 20 years. The firm manages more than £2.5 billion for a broad range of private (retail) and institutional investors across five key strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. The Debt Portfolio Manager plays a critical role in protecting investor capital and supporting strong, sustainable returns across the Energy Transition portfolio. The role is responsible for the day-to-day management of a diverse portfolio of private market debt across renewable technologies, requiring high-quality financial analysis, portfolio monitoring and proactive risk management. Own the day-to-day management of an assigned portfolio, including relationship management, financial analysis, cashflow modelling, covenant testing and proactive risk identification. Review management information, interrogate financial performance and monitor sector and adviser reports to ensure ongoing credit quality of the private debt portfolio, and report issues to senior management in a timely manner. Analyse and track performance of loans against business plans, borrowing bases and financial KPIs, ensuring the lending portfolio is monitored in line with terms of funding and Group policy. Review transaction legal documentation to exercise appropriate governance at the portfolio level, liaising with internal and external legal advisers as appropriate; support the Portfolio Director in commercial negotiations and documentation processes. Maintain regular, senior-level communication with borrowers, management teams, sponsors and advisers to strengthen long-term relationships. Prepare, review and present high-quality investment memos, quarterly portfolio reporting and Investment Committee materials, with clear analysis and recommendations. Act as a primary point of contact for internal and external stakeholders on portfolio matters, building effective relationships and escalating complex issues with ownership. Ensure execution is timely, commercially sound, risk-aligned and operationally smooth. Experience managing investments or loans in the Energy Transition sector, including construction-stage assets. ~ Strong financial analysis capability, with demonstrated ability to apply judgement beyond the numbers, balancing risk, structure and commercial context. ~ Strong organisation and project management skills, with the ability to manage end-to-end processes across internal and external parties. ~ High attention to detail, with full ownership of data quality, information accuracy and adherence to deadlines. ~ Experience in portfolio management within either credit analysis or commercial management, with exposure to Investment Committee processes. ~