At a Glance
- Tasks: Manage a diverse portfolio of private market debt in renewable technologies.
- Company: Leading London investment manager with over 20 years of experience.
- Benefits: Competitive salary, professional development, and opportunities for impactful work.
- Other info: Dynamic environment with opportunities to build long-term relationships and grow your career.
- Why this job: Play a key role in supporting sustainable returns in the Energy Transition sector.
- Qualifications: 6-8 years in portfolio management, strong financial analysis, and communication skills.
The predicted salary is between 56250 - 68750 £ per year.
About The Company
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.
About The Role
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.
Responsibilities
- 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 and approve, where necessary, requests from borrowers (e. g. waiver letters), obtaining the appropriate internal approvals on a timely basis.
- 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.
Skill Set
- 6–8 years of experience managing a portfolio of loans within an active lending organisation, ideally in a portfolio function.
- 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.
- Excellent written and verbal communication skills, presenting ideas in a clear, concise and constructive manner.
Portfolio Manager - Debt in London employer: Infrassocs
As a leading investment manager based in London, our client offers a dynamic work environment that fosters innovation and collaboration. Employees benefit from a strong commitment to professional development, with opportunities for growth within the rapidly evolving Energy Transition sector. The company values a culture of transparency and teamwork, ensuring that every team member plays a vital role in driving sustainable returns for investors while making a positive impact on the environment.
