At a Glance
- Tasks: Monitor and analyse diverse investment portfolios, shaping processes and tools for success.
- Company: Join a rapidly expanding asset-based lending business in London.
- Benefits: Performance bonuses, hybrid work model, and growth opportunities.
- Other info: Perfect for those who thrive in fast-paced, entrepreneurial settings.
- Why this job: Make a real impact in a dynamic environment with direct exposure to leadership.
- Qualifications: Experience in finance or asset-based lending, with strong analytical skills.
The predicted salary is between 60000 - 80000 £ per year.
Our client, a rapidly expanding asset-based lending business, is seeking an exceptional Portfolio Monitoring Manager to join their growing team in London. This role has been created due to significant portfolio growth and represents a unique opportunity to make your mark within a dynamic, entrepreneurial environment. Operating within the middle to front office, you'll work directly alongside the investment team, playing a pivotal role in monitoring a diverse multinational portfolio. This is your chance to shape processes, develop sophisticated monitoring tools, and deliver best-in-class portfolio oversight across multiple transaction types and geographies.
The Role
Reporting to the Head of Portfolio, you'll be at the heart of investment decision-making, bridging borrowers, investment management, financial modelling, operations, and finance teams to ensure comprehensive portfolio visibility:
- Analyse and track loan and investment performance against financial plans, borrowing bases, and KPIs with meticulous attention to detail.
- Maintain rigorous oversight of collateral positions, liquidity metrics, future funding requirements, and exit strategies.
- Design, build, and maintain dynamic portfolio monitoring dashboards and reporting tools that drive informed decision-making.
- Review and enhance existing systems and processes to improve consistency and visibility as the portfolio scales.
- Deliver compelling monthly, quarterly, and ad-hoc investment reports for investment committees, senior management, and external stakeholders.
- Collaborate with external advisors to ensure full compliance across the portfolio.
- Identify opportunities for deeper analysis on existing and prospective investments.
- Own the maintenance and continuous improvement of portfolio management systems.
What You'll Bring
- Several years' experience in audit, transaction services, asset-based lending, or private equity (Big 4 or equivalent background highly valued).
- Professional accounting qualification (ACA, ACCA, CIMA, or equivalent).
- University degree with strong business or analytical foundation.
- Advanced MS Excel proficiency and enthusiasm for mastering new software platforms.
- Exceptional analytical capabilities with the ability to distil complex data into actionable insights.
- Outstanding communication skills—written and verbal—to influence stakeholders at all levels.
Highly Desirable
- Direct experience in asset-based lending and portfolio monitoring.
- Hands-on familiarity with portfolio monitoring tools and platforms.
Your Attributes
- Natural initiative and creative problem-solving mindset.
- Hands-on approach with the ability to identify issues and architect solutions independently.
- Intellectually curious with strong commercial awareness.
- Thrives in fast-paced, growing environments where no two days are the same.
What's On Offer
- Performance-related bonus scheme.
- Hybrid working model (4 days per week in London office).
- Opportunity to grow with an expanding business and expanding portfolio.
- Direct exposure to senior leadership and investment decision-makers.
This is a rare opportunity to join a high-performing team at an inflection point of growth. If you're ready to elevate your career in a role that combines technical excellence with strategic impact, we want to hear from you.
Portfolio Monitoring Manager employer: Johnson & Associates
Join a leading specialist bank in London as a Deal Manager, where you will thrive in a collaborative and entrepreneurial culture that prioritises innovation and internal mobility. Enjoy a competitive salary and benefits package, including hybrid working options, while contributing to a supportive environment that fosters professional growth and encourages a proactive approach to corporate lending operations.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Monitoring Manager
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those at Johnson & Associates. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by practising common questions related to portfolio monitoring and asset-based lending. We recommend using real-life examples from your experience to showcase your skills and how they align with the role.
✨Tip Number 3
Showcase your analytical skills! Bring along examples of dashboards or reports you've created in the past. This will demonstrate your ability to distil complex data into actionable insights, which is key for this role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining our team at Johnson & Associates.
We think you need these skills to ace Portfolio Monitoring Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Portfolio Monitoring Manager role. Highlight your experience in asset-based lending, financial analysis, and any relevant software tools you've used. 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 this role and how your background makes you a perfect fit. Don’t forget to mention your analytical skills and experience with portfolio monitoring tools.
Showcase Your Achievements:When detailing your past roles, focus on specific achievements that demonstrate your impact. Whether it's improving processes or delivering insightful reports, we love to see quantifiable results that show how you can add value to our team.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re proactive and keen to join our dynamic team!
How to prepare for a job interview at Johnson & Associates
✨Know Your Numbers
As a Portfolio Monitoring Manager, you'll need to demonstrate your analytical prowess. Brush up on key financial metrics and KPIs relevant to asset-based lending. Be ready to discuss how you've tracked performance in previous roles and how you can apply that experience to the new position.
✨Showcase Your Tools
Familiarise yourself with portfolio monitoring tools and software. If you've designed dashboards or reporting tools before, be prepared to share specific examples. This will show your hands-on experience and your ability to enhance existing systems, which is crucial for this role.
✨Communicate Clearly
Outstanding communication skills are essential. Practice explaining complex data in simple terms, as you'll need to influence stakeholders at all levels. Consider preparing a brief presentation on a past project where you successfully communicated insights to senior management.
✨Demonstrate Initiative
This role requires a proactive mindset. Think of instances where you've identified issues and implemented solutions independently. Be ready to discuss how your natural initiative has led to improvements in processes or outcomes in your previous positions.
