Real Estate Finance - Portfolio Manager Real Estate Finance - Portfolio Manager …

in London, United Kingdom
Permanent, Full time
Last application, 07 Mar 21
Basic + bonus + additional benefits
in London, United Kingdom
Permanent, Full time
Last application, 07 Mar 21
Basic + bonus + additional benefits
Our client is an established, yet entrepreneurial investment management platform with over £1bn AUM. Their Real Estate Finance team provides senior debt to residential developers, with debt tickets between £1-20m. Having recently raised an additional line of institutional capital, they are looking to add a Portfolio Manager to the team who can assist in all stages of the deal process and liaise with their institutional investor. The team is small from a headcount perspective, and the right candidate won’t be afraid to get involved in any aspect of the business.

As Portfolio Manager, you will have a key role within the growing and successful Property Finance business. The team provides senior debt to property developers nationwide and expansion into other property finance sub-sectors is currently under consideration.

This is a hybrid role where you will be responsible for project managing deals from Investment Committee approval through to completion as well as managing deals on an ongoing basis and assisting with the team’s Management Information and Reporting. Liaising with the institutional investor will also be a key part of the role.

The ideal candidate will have spent at least 5 years in similar roles, most likely at a bank or direct lending fund.

Responsibilities include:

  • Assisting with operational aspects of dealing with our institutional funders – this is likely to develop into a key component of the role
  • Prior experience with systemising processes will be looked upon favourably
  • Assist Directors and Partners on deals and other matters as required
  • Project management of new loan deals once they have been approved by the Investment Committee, with a focus on loan closings - taking them through to completion and ensuring all Conditions Precedent and Subsequent have been satisfied
  • Effective management of suppliers including valuers, surveyors and solicitors 
  • Act as the primary point of contact for borrowers throughout the life of the loan, from approval through to repayment
  • Liaising with borrowers on information requests, drawdown requests, sales and marketing updates, redemptions, etc
  • Managing payments internally
  • Ownership of all team Management Information, Credit Management Systems and Reporting, and working with other departments including the Portfolio Reporting and Finance Teams
  • Ensure processes allow the team to keep track of where each deal is, allowing transparency within the team and wider business
  • Dealing with facility amendments and extensions
  • Site visits and meetings with borrowers as required
  • Regular review of template documentation
  • Training and mentoring of more junior team members

Key skills and experience

  • Excellent attention to detail
  • Excellent written and verbal communication skills
  • Experience of stakeholder and project management
  • A self-starter who has the desire to learn about the business and new products
  • Experience within residential property development lending space
  • Working knowledge of related legal matters and due diligence
  • Strong sense of ownership and task completion/deadline-driven
  • Ability to work independently and within a small team, as required
  • Inquisitive approach and problem-solving mentality 

If you would like to learn more about this opportunuty and our client, please submit an up to date CV for consideration.

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