At a Glance
- Tasks: Manage and analyse financial aspects of SME debt portfolios while supporting clients post-investment.
- Company: Dynamic financial services firm focused on SME funding and growth.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Flexible working culture with opportunities for travel and career advancement.
- Why this job: Join a growing team and make a real impact in the finance sector.
- Qualifications: Experience in banking or portfolio management is a plus; strong analytical skills required.
The predicted salary is between 50000 - 65000 £ per year.
You will be responsible for working closely with clients from our SME “Debt Funding” businesses to manage and analyse the financial and commercial aspects for each portfolio company. This includes supporting the post-investment monitoring of the loan investments, including the management of under-performing assets and exit management. You will also be involved in the preparation and presentation of portfolio data and reports.
Key Features:
- Management of the regular information flow from our clients and subsequent analysis, interpretation, and critique of financial and commercial aspects including the identification of deteriorating risk trends and recommendation of appropriate provisions.
- Ensuring the timely receipt of management accounts; holding regular client meetings; and ensuring ongoing compliance with the loan agreements for each portfolio company including performance against forecasts, conditions subsequent and agreed covenants.
- Able to demonstrate an understanding of good financial and corporate governance and working with the investment team and clients to ensure it is followed.
- Critique and challenge of business plans, due diligence and ad hoc financial information that may be required as part of an existing client dialogue.
- Post-investment monitoring of the loan investments, including exit management.
- Making regular reports and reviews to the Portfolio Director or Fund Principal and contributing to investor reporting requirements as appropriate.
- Ensuring that all regulatory and compliance matters are acted upon.
- Keeping our portfolio risk management and CRM system regularly updated.
- Supporting internal and external audits together with the annual financial audit process.
- Assisting with the preparation of quarterly reporting (written and financial analysis) to our investors as to the financial performance of our clients, and in turn our funds under management.
- Contributing to monthly presentations internally within Mercia and externally with our investors as to our client portfolio, discussing key matters arising, trading performance and presenting key information.
- Input into our fund management accounting and treasury matters associated with our loan/investment activity.
- Other ad hoc assignments and workstreams as required in a growing business.
Typical Qualifications & Experience:
- Previous banking, portfolio management or risk management experience is preferable but is not essential.
- A good technical background, e.g. accountancy / banking qualification and / or experience of working in a corporate finance/corporate recovery professional team is essential.
- The ability to build solid internal relationships and external partnerships with investment/portfolio colleagues and assigned portfolio companies.
- Experience of financial analysis and strong analytical skills.
- Good communications skills, internally and externally and comfortable having challenging conversations as appropriate.
- Evidence of academic achievement.
- A team player and highly professional.
- We are a collaborative team and so it’s important that you share our Core Values (Growth Focused, Responsive, Responsible/Respectful, Trusted and Connected).
- Ambition and self-motivation - ability to self-manage time and priorities along with a diligent and considered mindset.
- A “can do”, flexible attitude - we are an entrepreneurial and growing business.
- Strong Excel skills are essential, together with a good working knowledge of other Microsoft Office products.
- Given the regular travel needs, unrestricted mobility is a requirement, with a current / valid driving licence enabling you to drive in the UK.
- You should have the right to work in the UK.
Portfolio Manager - Debt in Leeds employer: Mercia Asset Management PLC
At Mercia, we pride ourselves on being an excellent employer, offering a dynamic work culture that fosters collaboration and innovation. Our commitment to employee growth is evident through ongoing training opportunities and a supportive environment where your contributions are valued. Located in the heart of the UK, we provide a unique chance to engage with diverse clients while enjoying a flexible and entrepreneurial atmosphere that encourages a 'can do' attitude.
Contact Details:
Mercia Asset Management PLC Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager - Debt in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Portfolio Manager role!
✨Tip Number 2
Prepare for those interviews by brushing up on your financial analysis skills. Be ready to discuss how you would manage under-performing assets or critique business plans. Show them you’re not just a number cruncher but a strategic thinker!
✨Tip Number 3
Don’t forget to showcase your soft skills! Being a team player and having strong communication abilities are key in this role. Share examples of how you’ve built relationships and navigated challenging conversations in past experiences.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s get you on board!
We think you need these skills to ace Portfolio Manager - Debt in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Portfolio Manager role. Highlight any relevant banking, portfolio management, or risk management experience you have, and don’t forget to showcase your analytical skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team at StudySmarter. Mention specific examples of how you've managed financial aspects in previous roles and how you can contribute to our growth-focused environment.
Showcase Your Communication Skills:Since this role involves regular client meetings and presentations, make sure to demonstrate your strong communication skills in your application. Whether it's through your writing style or by mentioning past experiences where you had to engage with clients, let us see your ability to connect!
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 your enthusiasm for joining our collaborative team!
How to prepare for a job interview at Mercia Asset Management PLC
✨Know Your Numbers
As a Portfolio Manager, you'll be dealing with financial data all the time. Brush up on your financial analysis skills and be ready to discuss how you've managed or interpreted financial reports in the past. Be prepared to critique business plans and demonstrate your understanding of financial governance.
✨Showcase Your Communication Skills
You'll need to have challenging conversations with clients and colleagues alike. Practice articulating your thoughts clearly and confidently. Think about examples where you've successfully navigated difficult discussions or presented complex information in an understandable way.
✨Demonstrate Your Analytical Mindset
The role requires identifying risk trends and making recommendations. Prepare to discuss specific instances where you've analysed data to make informed decisions. Bring examples of how you've monitored investments or managed under-performing assets in previous roles.
✨Emphasise Team Collaboration
This position is all about working closely with others. Be ready to share experiences that highlight your ability to build relationships and work as part of a team. Show that you align with the company's core values and can contribute positively to their collaborative culture.
