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For Companies At a Glance
- Tasks: Monitor and analyse a diverse multinational portfolio, shaping processes and tools.
- Company: Rapidly expanding asset-based lending business in London.
- Benefits: Competitive salary, performance bonuses, hybrid working, and career development.
- Why this job: Join a high-performing team and make a strategic impact in a dynamic environment.
- Qualifications: Experience in audit or asset-based lending, with strong analytical and communication skills.
- Other info: Direct exposure to senior leadership and opportunities for growth.
The predicted salary is between 60000 - 84000 £ 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 will 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 will 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 Will Bring
Essential:
- 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
- Highly competitive salary: £70,000 - £80,000.
- 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.
- Career development in a meritocratic, entrepreneurial culture.
This is a rare opportunity to join a high-performing team at an inflection point of growth. If you are 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
Contact Detail:
Johnson & Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Monitoring Manager
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant LinkedIn groups, and don’t be shy about reaching out to professionals in asset-based lending. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to showcase your analytical skills and experience with portfolio monitoring tools. Bring examples of your work or even create a mini-dashboard to demonstrate your capabilities. We want to see how you can add value right from the start!
✨Prepare for the Interview
Do your homework on the company and its portfolio. Be ready to discuss how you can contribute to their growth and improve their processes. We recommend practising common interview questions and preparing some insightful questions of your own to show your genuine interest in the role.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s make this happen together!
We think you need these skills to ace Portfolio Monitoring Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Portfolio Monitoring Manager. Highlight your experience in audit, asset-based lending, or private equity, and don’t forget to showcase your analytical skills and proficiency in MS Excel.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for this dynamic role. Mention specific experiences that align with our needs, like your ability to design monitoring tools or deliver insightful reports.
Showcase Your Analytical Skills: Since this role is all about monitoring and analysing portfolios, make sure to include examples of how you've distilled complex data into actionable insights. We love seeing how you’ve made an impact in previous roles!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves!
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 their portfolio.
✨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. During the interview, aim to convey your insights clearly and confidently, as you'll need to influence stakeholders at all levels in this position.
✨Demonstrate Initiative
This role requires a proactive mindset. Think of examples where you've identified issues and implemented solutions independently. Highlight your creative problem-solving skills and how they can benefit the company's growth and portfolio management.