At a Glance
- Tasks: Lead high-value borrower relationships and manage complex finance transactions.
- Company: Join a certified B Corp known for innovation and a great workplace culture.
- Benefits: Enjoy competitive salary, flexible working, and professional development opportunities.
- Other info: Be part of a diverse team committed to positive change and high performance.
- Why this job: Make a real impact in finance while growing your career in a supportive environment.
- Qualifications: Experience in leveraged finance and strong relationship management skills required.
The predicted salary is between 80000 - 100000 £ per year.
- Relationship Director – SME Leverage Finance Portfolio
- London, England
Since 2004, we have been bringing investment ideas to life and connecting capital with the right people and opportunities.
Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture.
These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.
There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it.
That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work 2025 & 2026'.
- I f this sounds like an environment where you would flourish, then read on…
- The Function & Team
- The Relationship Services team is Triple Point Private Credit's
SME Portfolio team .
The team manages borrower relationships across SME Debt Finance, Specialty Finance and Fund Finance, ensuring strong portfolio performance, assessing in-life credit events, and supporting high-quality client outcomes.
Role Purpose
The Relationship Director (RD) leads some of the team’s most complex and high-value SME borrower relationships, with a particular focus on sponsor-backed leveraged and acquisition finance.
The role carries significant autonomy, requiring mature credit judgement, strong relationship leadership, and the ability to structure and execute sophisticated transactions that support strong portfolio outcomes and commercial value creation.
The RD also plays a critical leadership role within the team coaching junior colleagues, shaping best practice, and deputising for the Head of Relationship Services where required.
Key Responsibilities
- Own, lead and strategically manage a portfolio of high-value, complex borrowers, focusing on sponsor-backed leveraged/acquisition finance.
- Maintain regular, senior-level communication with borrowers, sponsors, advisers and management teams to strengthen long-term relationships.
- Oversee the onboarding process for new clients (in partnership with Origination), and ensure smooth handover of deteriorating credits to Restructuring.
- Risk, Compliance & Monitoring
- Take full accountability for portfolio compliance: MI receipt, covenant testing, reporting accuracy, escalation and early identification of risks.
- Monitor acquisition facilities, including reviewing pipeline acquisitions, assessing covenant headroom, and approving/declining draw requests.
- Review management information, interrogate financial performance, and update senior stakeholders as needed.
- Credit, Restructuring & In-Life Transaction Management
- Lead all borrower in-life events, including forbearance, restructures, covenant resets, new money requests and negotiations with sponsors/advisers.
- Structure transactions, draft term sheets, prepare high-quality credit papers and present recommendations to Credit Forum/Investment Committee.
- Lead Annual Reviews end-to-end, ensuring timely and accurate analysis and approval.
- Deal Execution & Documentation
- Lead negotiations and documentation processes for new lending and amendments, coordinating with internal legal, external counsel and credit colleagues.
- Ensure execution is timely, commercially sound, risk-aligned and operationally smooth.
- Leadership, Coaching & Team Contribution
- Line manage Associate Directors and Portfolio Managers: allocate work, develop capability and provide feedback.
- Act as a senior escalation point, providing guidance on complex cases and supporting junior colleagues’ development.
- Deputise for the Head of Relationship Services as required (team meetings, strategic forums, cross-functional working groups).
- Lead project work that supports the team’s wider strategic goals.
- Adopt a strategic, forward-looking approach to portfolio optimisation, identifying opportunities for new lending, fee generation and value enhancement.
- Operate with significant autonomy, requiring limited oversight, while keeping senior stakeholders informed where appropriate.
- Knowledge & Experience
- Significant experience in sponsor-backed leveraged finance, with proven track record originating or managing acquisition finance structures.
- Direct experience negotiating and executing LMA-style facility agreements, security and intercreditor documents, and committed acquisition facilities.
- Demonstrable experience managing complex borrower relationships and leading new lending transactions.
- Strong financial modelling capability, including leveraged case modelling, covenant analysis and scenario testing.
- Strong understanding of the commercial lending landscape (pricing, competitors, structures).
- Degree educated; professional qualifications in accountancy, banking or risk management (advantageous).
- Experience with restructures, covenant breaches or forbearance processes (advantageous).
- Ability to work independently with senior-level autonomy while collaborating effectively with key stakeholders.
- Excellent communication and presentation skills; confident engaging with senior management teams, sponsors and advisers.
- Strong organisation and project management, with ability to manage multiple complex workstreams.
- Proactive, solutions-focused, results-driven attitude.
- Constructive challenge mindset; willing to question assumptions and drive better outcomes.
- Strategic thinker with balanced judgement across risk, value and client outcomes.
- Strong leadership capability, coaching and developing junior talent.
- Why Join Us
- Be a part of a forward-thinking, growing and innovative company.
- Work with a talented and driven team in a collaborative and connected environment.
- Competitive salary and comprehensive benefits package.
- Opportunities for professional development and career progression.
- High Performance at Triple Point
High Performance at Triple Point means living our values at the top of your game.
Our five values are below, you can read more on our website about how we embed our values to drive a high-performance culture.
- Take Thoughtful Action
- Pull Together
- Own It
Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities.
Check out our comprehensive list of benefits HERE .
You can find a link to our candidate privacy notice
HERE.
Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees.
Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company.
Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported.
We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.
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Relationship Director – SME Leverage Finance Portfolio New London, England employer: Triple Point Group
Triple Point is an exceptional employer, offering a vibrant and inclusive work culture where innovation thrives. As a certified B Corp, we prioritise social responsibility while providing our employees with competitive salaries, comprehensive benefits, and ample opportunities for professional growth in the heart of London. Join us to be part of a collaborative team dedicated to making a positive impact through cutting-edge technology solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Director – SME Leverage Finance Portfolio New London, England
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Triple Point Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Relationship Director – SME Leverage Finance Portfolio New London, England
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Triple Point Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Triple Point Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Triple Point Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Triple Point Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Triple Point Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Triple Point Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
