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.