At a Glance
- Tasks: Manage post-investment portfolios and support innovative businesses in a dynamic environment.
- Company: Join a specialist SME-focused direct lending fund at a pivotal growth stage.
- Benefits: Gain exposure to senior leadership and develop expertise in private credit and SME finance.
- Other info: Embrace challenges as opportunities and thrive in a collaborative, solutions-focused culture.
- Why this job: Make a real impact by facilitating innovation and regional growth while learning continuously.
- Qualifications: Strong critical thinking skills and experience in SME lending or investment management.
The predicted salary is between 45000 - 55000 £ per year.
This is an exciting opportunity to join a specialist SME focused direct lending fund at a pivotal stage in its growth that delivers impact by facilitating innovation and regional growth. This is an investee facing role working with the founders and CEOs of ambitious businesses. The role focuses on post-investment portfolio management, credit risk oversight, value creation support, with exposure to underwriting new investments. The successful candidate will play a key role in protecting capital, optimizing fund returns and ensuring compliance with fund, investor and regulatory requirements. You will work closely with an experienced senior leadership team and have the opportunity to play a part in driving continuous improvement across the business.
We are looking for someone with energy that thrives in a dynamic environment, is intellectually curious, has strong critical thinking skills and wants to build deep expertise in private credit and SME finance. A willingness to continuously learn and develop professionally is essential. We expect individuals to be solutions focused and take ownership, with support, in an environment where challenges and complexity are treated as opportunities to learn rather than obstacles to avoid.
Key Responsibilities- Portfolio relationship builder.
- Can convey complex information accurately and succinctly.
- High level of organization and ability to prioritise effectively in a busy environment.
- Ability to conduct effective market research to supplement understanding of portfolio information, identify trends, produce high quality data analysis with close attention to detail.
- Comfortable using Microsoft Copilot / Artificial Intelligence to drive performance and process improvement.
- Knowledge of Microsoft Power BI and developing data insights / summaries.
- Relevant experience in SME lending, private credit, commercial banking, investment management or audit / financial due diligence.
- Proven track record of managing a portfolio of business borrowers or debt investments.
- Experience of working with legal documentation relating to debt investments and acquisitions including Facility Agreements, security documentation, inter-creditor documents and SPA’s.
- Familiarity with UK regulatory and compliance requirements (including AML, KYC and data protection).
- Professional qualifications such as ACA, ACCA, CFA, IMC or Chartered Banker status or working towards one.
- Existing network within the UK SME or professional advisory market.
- Curiosity – a genuine interest in business models, sectors, and factors that drive financial performance of investees.
- Resilience.
Portfolio Executive employer: NEL Fund Managers Limited
Join a dynamic and innovative SME-focused direct lending fund that prioritises employee growth and development. With a collaborative work culture and a commitment to continuous improvement, you will have the opportunity to engage directly with ambitious business leaders while enhancing your expertise in private credit and SME finance. Our supportive environment encourages curiosity and resilience, making it an excellent place for those looking to make a meaningful impact in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Executive
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with professionals on LinkedIn. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company and its portfolio. Show them you’re not just another candidate; demonstrate your understanding of their impact and how you can contribute to their growth.
✨Tip Number 3
Practice your pitch! Be ready to convey your experience and skills succinctly. You want to leave a lasting impression, so make sure you can articulate how your background aligns with their needs.
✨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 are proactive about joining our team.
We think you need these skills to ace Portfolio Executive
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the role shine through! We want to see that you’re genuinely excited about working with ambitious businesses and driving growth in the SME sector.
Be Clear and Concise:We appreciate clarity, so make sure to convey your experience and skills succinctly. Use bullet points where possible to highlight your achievements and keep it easy to read. Remember, less is often more!
Tailor Your Application:Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific requirements of the Portfolio Executive role. Highlight relevant experiences that align with our focus on post-investment management and credit risk oversight.
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 this exciting opportunity. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at NEL Fund Managers Limited
✨Know Your Portfolio Inside Out
Before the interview, make sure you thoroughly understand the company’s portfolio and the businesses they invest in. Research their impact on innovation and regional growth, and be ready to discuss how your skills can contribute to post-investment management and value creation.
✨Showcase Your Analytical Skills
Prepare to demonstrate your ability to conduct market research and analyse data. Bring examples of how you've identified trends or produced high-quality analyses in previous roles. This will show that you can handle the complexities of credit risk oversight and portfolio management.
✨Familiarise Yourself with Regulatory Requirements
Brush up on UK regulatory and compliance requirements relevant to SME lending and private credit. Be prepared to discuss how you’ve navigated these in past experiences, as this knowledge is crucial for protecting capital and ensuring compliance.
✨Emphasise Your Curiosity and Willingness to Learn
During the interview, express your genuine interest in business models and financial performance. Share examples of how you've taken ownership of your learning and development in previous roles, highlighting your resilience and adaptability in dynamic environments.
