At a Glance
- Tasks: Manage relationships and support borrowers in the Speciality Finance portfolio.
- Company: Join a talented, innovative team in a collaborative environment.
- Benefits: Competitive salary, comprehensive benefits, and growth opportunities.
- Other info: Dynamic role with opportunities for professional development and progression.
- Why this job: Make an impact in finance while developing your skills and career.
- Qualifications: Experience in financial analysis and relationship management is essential.
The predicted salary is between 60000 - 75000 £ per year.
Role Summary
The Portfolio Manager will manage and support relationships across the Speciality Finance portfolio, working alongside Associate Directors and Relationship Directors on wholesale lending to non-bank specialist lenders. Day-to-day responsibilities include borrower engagement, portfolio monitoring, credit reporting, annual reviews, in-life amendments and new money transactions. The role requires strong financial analysis, relationship management and the ability to coordinate internal and external stakeholders to deliver high-quality outcomes. The successful candidate will manage their own time well, prioritising timely reporting and completion of tasks both internal and external.
Key Responsibilities
- Manage and support a portfolio of existing borrowers as a day-to-day contact for queries, drawdowns, repayments and administration.
- Lead or attend monthly borrower calls, using interactions to discuss trading performance, strategy, risks and funding requirements.
- Maintain accurate portfolio monitoring, reporting and trackers including management information, borrowing base reporting, annual reviews and arrears monitoring.
- Identify and communicate early warning signs including adverse trends, covenant pressure and changes in borrower performance.
Credit Committee & Stakeholder Engagement
- Support Credit Committee presentations for annual reviews, amendments and in-life cases.
- Build constructive relationships across Relationship Services, Credit, Legal and Operations.
Annual Reviews
- Own and co-ordinate the annual review process, managing timelines, information requirements and internal responsibilities.
- Collate financial, operational, KYC and ESG information; contribute to and own agreed sections of credit papers.
New Money & In-Life Credit
- Support end-to-end delivery of new money transactions, contributing to credit papers covering borrower performance, transaction rationale and risk.
- Lead or support in-life cases such as amendments, covenant updates and security changes.
Documentation & Operations
- Lead documentation for simpler modifications; support complex exercises.
- Maintain loan management system accuracy and complete KYC, regulatory and operational requirements.
Knowledge & Experience
- Ability to read, interpret and analyse company financial accounts, management information and borrower reporting.
- Experience contributing to credit applications in a credit, front-office, portfolio management or relationship management role.
- Understanding of financial analysis and modelling techniques used to assess borrower performance and risk.
- Experience in wholesale, structured finance, asset-based lending or Speciality Finance is essential.
- Experience managing borrower or client relationships across time-sensitive, multistakeholder processes.
- Strong working knowledge of Microsoft Office; 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.
Wholesale Portfolio Manager — Relationship Services employer: Triple Point
Join a dynamic and innovative team as a Wholesale Portfolio Manager, where your contributions will be valued in a collaborative environment. We offer a competitive salary and a comprehensive benefits package, alongside genuine opportunities for professional development and career progression, making us an excellent employer for those seeking meaningful and rewarding work in the finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Wholesale Portfolio Manager — Relationship Services
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with potential colleagues 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 culture. Understand their values and how they align with your own. This will help you stand out and show you're genuinely interested in being part of the team.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the role of Portfolio Manager. Highlight your financial analysis skills and relationship management experience to make a strong impression.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can reinforce your interest and keep you top of mind. Plus, it shows you’re proactive, which is a great trait for this role.
We think you need these skills to ace Wholesale Portfolio Manager — Relationship Services
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Wholesale Portfolio Manager role. Highlight your financial analysis and relationship management experience, as these are key for us.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re the perfect fit for this role. Share specific examples of how you've managed borrower relationships or handled credit applications in the past.
Showcase Your Analytical Skills:Since the role requires strong analytical abilities, include any relevant experience with financial modelling or portfolio monitoring. We want to see how you can interpret data to make informed decisions.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role.
How to prepare for a job interview at Triple Point
✨Know Your Numbers
As a Wholesale Portfolio Manager, you'll need to demonstrate your financial acumen. Brush up on your ability to read and interpret financial accounts, management information, and borrower reporting. Be prepared to discuss specific examples of how you've used financial analysis in past roles.
✨Showcase Relationship Management Skills
This role is all about managing relationships, so think of instances where you've successfully engaged with clients or stakeholders. Prepare to share stories that highlight your interpersonal skills and how you’ve navigated complex, multi-stakeholder processes.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving abilities, especially regarding adverse trends or covenant pressures. Think through potential scenarios you might face in the role and how you would address them, showcasing your proactive approach and analytical mindset.
✨Familiarise Yourself with Tools and Tech
Since the job mentions using AI platforms and CRM systems, make sure you're comfortable discussing any relevant tools you've used. If you have experience with portfolio monitoring systems, be ready to explain how they helped you manage your tasks effectively.
