At a Glance
- Tasks: Manage investment portfolios and support complex financial exercises.
- Company: Join a certified B Corp known for its innovative investment strategies.
- Benefits: Competitive salary, comprehensive benefits, and real growth opportunities.
- Other info: Access to AI tools like ChatGPT Enterprise to enhance your work.
- Why this job: Be part of a collaborative team that values your ideas and initiative.
- Qualifications: Strong analytical skills and experience with portfolio monitoring or CRM systems.
The predicted salary is between 60000 - 80000 € per year.
About Triple Point
Since 2004, we’ve 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 one of the Sunday Times ‘Best Place to Work’ for 2026.
The Function contribute to and own agreed sections of credit papers. New Money support complex exercises. Maintain loan management system accuracy and complete KYC, regulatory and operational requirements. Knowledge experience with portfolio monitoring or CRM systems is advantageous. A working knowledge of, and experience with using, AI platforms.
Core Competencies:
- Highly numerate, analytical and commercially minded.
- Proactive and comfortable taking ownership of tasks, deadlines and stakeholder follow-up.
- Precise and detail-oriented, producing accurate analysis and clear written outputs.
- Excellent interpersonal and communication skills, confident engaging at all levels.
- Organised, able to prioritise across portfolio monitoring, borrower engagement and transactions.
Why Join us?
You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued. Be part of a growing and innovative team. We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression. Opportunities for professional development and career progression.
At Triple Point, high performance means living our values every day:
- Stay Curious.
- Be Generous.
- Take Thoughtful Action.
- Pull Together.
- Own It.
In line with our values Stay Curious and Take Thoughtful Action every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work. We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.
Portfolio Manager - Relationship Services employer: Triple Point
Triple Point is an exceptional employer that fosters a high-performing, collaborative culture where innovation and initiative are celebrated. With a commitment to professional development and a comprehensive benefits package, employees are empowered to grow their careers while contributing to meaningful investment strategies that aim to leave the world better than we found it. Located in a vibrant environment, our team thrives on curiosity and thoughtful action, supported by cutting-edge technology like ChatGPT Enterprise to enhance productivity and insight.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager - Relationship Services
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with current employees at Triple Point. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Show off your skills! Prepare a portfolio or case studies that highlight your analytical prowess and experience with portfolio monitoring. Bring these along to interviews to demonstrate your capabilities.
✨Tip Number 3
Be proactive! Follow up after interviews with a thank-you note that reiterates your interest in the role and how you align with Triple Point's values. It shows you're genuinely keen and helps you stand out.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Triple Point.
We think you need these skills to ace Portfolio Manager - Relationship Services
Some tips for your application 🫡
Show Your Numbers:As a Portfolio Manager, being numerate is key. Make sure to highlight your analytical skills and any relevant experience with portfolio monitoring or CRM systems in your application. We love seeing how you can turn data into insights!
Be Precise and Clear:We value clear communication, so ensure your written application is precise and well-structured. Use bullet points where necessary to make your achievements stand out. Remember, clarity is crucial in producing accurate analysis!
Demonstrate Ownership:Show us that you’re proactive and comfortable taking ownership of tasks. In your application, share examples of how you've managed deadlines and followed up with stakeholders. We want to see that you can pull together with the team!
Embrace Technology:Mention any experience you have with AI platforms or automation tools. At Triple Point, we encourage using technology as a co-pilot, so let us know how you've leveraged tech to enhance your work. Apply through our website and show us your innovative side!
How to prepare for a job interview at Triple Point
✨Know Your Numbers
As a Portfolio Manager, you'll need to demonstrate your analytical skills. Brush up on key financial metrics and be ready to discuss how you've used data to make informed decisions in the past. Show them you can crunch numbers and interpret results like a pro!
✨Showcase Your Curiosity
Triple Point values curiosity, so come prepared with questions that show your interest in their investment strategies. Ask about their approach to portfolio monitoring or how they integrate AI into their processes. This will not only impress them but also help you gauge if the company aligns with your values.
✨Communicate Clearly
Excellent communication skills are a must for this role. Practice articulating your thoughts clearly and concisely. Use examples from your past experiences to illustrate your points, especially when discussing stakeholder engagement or complex projects you've managed.
✨Demonstrate Ownership
Triple Point looks for proactive individuals who take ownership of their tasks. Be ready to share instances where you've taken initiative in your previous roles. Highlight how you prioritised tasks and followed up with stakeholders to ensure successful outcomes.
