Portfolio Manager - Relationship Services

1d1 day ago

Triple Point

London, GB · Full-time · £75,000 – £110,000

About this role

Since 2004, Triple Point has brought investment ideas to life, managing more than £2.5 billion across Private Credit, Social Housing, Clean Heat, Energy and Venture strategies. The Portfolio Manager role sits within the Relationship Services team as part of the Private Credit function, managing borrower relationships across Speciality and Wholesale Financing.

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 and relationship management to coordinate internal and external stakeholders and deliver high-quality outcomes.

This role sits within a team of 230+ employees committed to leaving the world demonstrably better. Triple Point is a certified B Corp, signed up to the Principles for Responsible Investment, and named a Sunday Times Best Place to Work 2026.

The successful candidate will manage their own time well, prioritising timely reporting and completion of tasks. The environment supports those who flourish while monitoring existing portfolios and assessing creditworthiness for new lending opportunities.

Requirements

Ability to read, interpret and analyse financial information for credit assessment.
Strong financial analysis skills for monitoring borrower performance and covenant compliance.
Experience coordinating internal stakeholders across Credit, Legal and Operations.
Proven relationship management with non-bank specialist lenders or similar borrowers.
Capability to prepare Credit Committee papers and annual review documentation.
Competence in maintaining portfolio trackers, management information and borrowing base reporting.

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 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.
Support Credit Committee presentations for annual reviews, amendments and in-life cases.
Own and co-ordinate the annual review process, managing timelines, information requirements and internal responsibilities.
Support end-to-end delivery of new money transactions, contributing to credit papers covering borrower performance, transaction rationale and risk.
Lead documentation for simpler modifications and maintain loan management system accuracy.