Portfolio Manager - Debt

About The Company:

Our client is a London-headquartered investment manager that has been connecting capital with the right people and opportunities since for over 20 years. The firm manages more than £2.5 billion for a broad range of private (retail) and institutional investors across five key strategies:
Private Credit, Social Housing, Clean Heat, Energy and Venture.

About The Role:

The Debt Portfolio Manager plays a critical role in protecting investor capital and supporting strong, sustainable returns across the Energy Transition portfolio. The role is responsible for the day-to-day management of a diverse portfolio of private market debt across renewable technologies, requiring high-quality financial analysis, portfolio monitoring and proactive risk management.

Responsibilities:

• Own the day-to-day management of an assigned portfolio, including relationship management, financial analysis, cashflow modelling, covenant testing and proactive risk identification.
• Review management information, interrogate financial performance and monitor sector and adviser reports to ensure ongoing credit quality of the private debt portfolio, and report issues to senior management in a timely manner.
• Analyse and track performance of loans against business plans, borrowing bases and financial KPIs, ensuring the lending portfolio is monitored in line with terms of funding and Group policy.
• Review and approve, where necessary, requests from borrowers (e.g. waiver letters), obtaining the appropriate internal approvals on a timely basis.
• Review transaction legal documentation to exercise appropriate governance at the portfolio level, liaising with internal and external legal advisers as appropriate; support the Portfolio Director in commercial negotiations and documentation processes.
• Maintain regular, senior-level communication with borrowers, management teams, sponsors and advisers to strengthen long-term relationships.
• Prepare, review and present high-quality investment memos, quarterly portfolio reporting and Investment Committee materials, with clear analysis and recommendations.
• Act as a primary point of contact for internal and external stakeholders on portfolio matters, building effective relationships and escalating complex issues with ownership.
• Ensure execution is timely, commercially sound, risk-aligned and operationally smooth.

Skill Set:

• 6–8 years of experience managing a portfolio of loans within an active lending organisation, ideally in a portfolio function.
• Experience managing investments or loans in the Energy Transition sector, including construction-stage assets.
• Strong financial analysis capability, with demonstrated ability to apply judgement beyond the numbers, balancing risk, structure and commercial context.
• Strong organisation and project management skills, with the ability to manage end-to-end processes across internal and external parties.
• High attention to detail, with full ownership of data quality, information accuracy and adherence to deadlines.
• Experience in portfolio management within either credit analysis or commercial management, with exposure to Investment Committee processes.
• Excellent written and verbal communication skills, presenting ideas in a clear, concise and constructive manner.