The Opportunity
Our client, a rapidly expanding asset-based lending business, is seeking an exceptional Portfolio Monitoring Manager to join their growing team in London. This role has been created due to significant portfolio growth and represents a unique opportunity to make your mark within a dynamic, entrepreneurial environment.
Operating within the middle to front office, you’ll work directly alongside the investment team, playing a pivotal role in monitoring a diverse multinational portfolio. This is your chance to shape processes, develop sophisticated monitoring tools, and deliver best-in-class portfolio oversight across multiple transaction types and geographies.
The Role
Reporting to the Head of Portfolio, you’ll be at the heart of investment decision-making, bridging borrowers, investment management, financial modelling, operations, and finance teams to ensure comprehensive portfolio visibility:
Core Responsibilities:
- Analyse and track loan and investment performance against financial plans, borrowing bases, and KPIs with meticulous attention to detail
- Maintain rigorous oversight of collateral positions, liquidity metrics, future funding requirements, and exit strategies
- Design, build, and maintain dynamic portfolio monitoring dashboards and reporting tools that drive informed decision-making
- Review and enhance existing systems and processes to improve consistency and visibility as the portfolio scales
- Deliver compelling monthly, quarterly, and ad-hoc investment reports for investment committees, senior management, and external stakeholders
- Collaborate with external advisors to ensure full compliance across the portfolio
- Identify opportunities for deeper analysis on existing and prospective investments
- Own the maintenance and continuous improvement of portfolio management systems
What You’ll Bring
Essential:
- Several years’ experience in audit, transaction services, asset-based lending, or private equity (Big 4 or equivalent background highly valued)
- Professional accounting qualification (ACA, ACCA, CIMA, or equivalent)
- University degree with strong business or analytical foundation
- Advanced MS Excel proficiency and enthusiasm for mastering new software platforms
- Exceptional analytical capabilities with the ability to distil complex data into actionable insights
- Outstanding communication skills—written and verbal—to influence stakeholders at all levels
Highly Desirable:
- Direct experience in asset-based lending and portfolio monitoring
- Hands-on familiarity with portfolio monitoring tools and platforms
Your Attributes:
- Natural initiative and creative problem-solving mindset
- Hands-on approach with the ability to identify issues and architect solutions independently
- Intellectually curious with strong commercial awareness
- Thrives in fast-paced, growing environments where no two days are the same
What’s On Offer
- Highly competitive salary: £70,000 – £80,000
- Performance-related bonus scheme
- Hybrid working model (4 days per week in London office)
- Opportunity to grow with an expanding business and expanding portfolio
- Direct exposure to senior leadership and investment decision-makers
- Career development in a meritocratic, entrepreneurial culture
This is a rare opportunity to join a high-performing team at an inflection point of growth. If you’re ready to elevate your career in a role that combines technical excellence with strategic impact, we want to hear from you.