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 direct exposure to leadership.
- Other info: Be part of a high-performing team at a pivotal growth stage.
- Why this job: Make a real impact in a dynamic environment with growth opportunities.
- Qualifications: Experience in finance or asset-based lending, strong analytical skills required.
The predicted salary is between 36000 - 60000 € 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
Johnson & Associates is an exceptional employer that fosters a dynamic and entrepreneurial work culture, particularly for the Portfolio Monitoring Manager role in London. With a strong focus on employee growth, you will have direct exposure to senior leadership and investment decision-makers, alongside a performance-related bonus scheme and a hybrid working model that promotes work-life balance. This is a unique opportunity to shape processes and tools within a rapidly expanding asset-based lending business, making your contributions truly impactful.
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, attend events, and connect with potential colleagues on LinkedIn. The more you engage, the better your chances of landing that Portfolio Monitoring Manager role.
✨Tip Number 2
Prepare for interviews by researching the company and its portfolio. Understand their investment strategies and be ready to discuss how your skills can enhance their operations. Show them you’re not just another candidate!
✨Tip Number 3
Practice your analytical skills! Since this role requires exceptional analytical capabilities, brush up on your ability to distil complex data into actionable insights. Use real-world examples to demonstrate your expertise during interviews.
✨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 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 mastered. 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 the perfect fit. Don’t forget to mention your analytical capabilities and communication skills, as these are key for us.
Showcase Your Achievements:When detailing your experience, focus on specific achievements rather than just duties. Use numbers and examples to illustrate how you've made an impact in previous roles. This will help us see the value you can bring to our team!
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 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 a must. 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. Share these examples during your interview to highlight your natural initiative and problem-solving abilities, which are highly valued in a fast-paced environment.
