Infrassocs
Portfolio Manager - Debt
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Skill Set
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- 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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location